Technical Merchant Boarding

Role Overview

• Perform initial merchant data entry across multiple internal systems, CRMs, and payment platforms with a strong focus on accuracy and data integrity.
• Build and configure new merchant records across gateways, processors, mobile payment solutions, wireless terminal activations, and software data sheets.
• Configure payment gateways, POS integrations, hosted payment pages, tokenization, recurring billing, and terminal deployments.
• Execute test transactions and validate end-to-end payment flows prior to merchant go-live.
• Request creation of new pricing tables and update backend systems as required.
• Complete basic and advanced data entry tasks for merchant registration and onboarding requests.
• Review and manually process automated onboarding records that fail automation workflows.
• Ensure the highest level of quality and accuracy for merchant processing accounts, pricing configurations, and equipment provisioning.
• Review application pricing and escalate unusual or non-standard pricing items while balancing business needs and partner relationships.
• Complete pre-underwriting KYC/KYB checks using third-party tools (e.g., LexisNexis, GIACT).
• Verify merchant information and documentation to support underwriting and risk assessment.
• Ensure proper configuration aligned with PCI and data security best practices. Troubleshooting & Issue Resolution
• Research, identify, and resolve onboarding and system issues, ensuring timely and effective resolution.
• Investigate transaction, integration, and configuration issues and escalate when required.
• Monitor the main team inbox and respond to internal inquiries and escalations from various departments.
• Submit shipment orders for equipment deployment, including billing and shipping details.
• Coordinate merchant go-live readiness and ensure all systems, pricing, and configurations are aligned.
• Partner with Sales, Risk, Compliance, Engineering, and Operations to support merchant onboarding and escalations.
• Maintain documentation and ensure consistency across onboarding processes.
• Contribute to process improvements and workflow optimization initiatives.
• Support additional tasks and projects as assigned by management.

Requirements

• 3+ years of experience in technical onboarding, implementation, solutions engineering, or similar role.
• Strong understanding of REST APIs, JSON, webhooks, and authentication methods (OAuth, API keys).
• Experience with payment processing, e-commerce platforms, or fintech integrations.
• Ability to communicate complex technical concepts to both technical and non-technical audiences.
• Strong project management and organizational skills