Account Coordinator

Posted Yesterday
Be an Early Applicant
Santa Barbara, CA, USA
In-Office
48K-52K Annually
Junior
Payments
We put people first. Our team, customers, and developers are our top priority and we invest in their success.
The Role
Manage merchant onboarding by processing applications, collecting and verifying financial documents, resolving issues, and coordinating with sales, customer success, and underwriting teams. Maintain a pipeline of 30+ applications, answer inbound calls, communicate with merchants daily, document tasks in internal systems, and protect sensitive information while ensuring accurate, timely, and satisfying customer experiences.
Summary Generated by Built In

We read every application. No AI screening. A real person reviews your materials.
 

We are seeking an Account Coordinator to ensure smooth and successful onboarding experiences for merchants by guiding them through the necessary steps, collecting and verifying relevant information, and submitting their merchant application.  They also provide exceptional customer service, addressing inquiries, resolving issues, and delivering accurate and timely information to merchants. They play a crucial role in establishing strong merchant relationships and contributing to the overall growth and success of the merchant & PayJunction.

Why PayJunction?

PayJunction is relentless and emphatical about helping others.  We exist to drive the success of our partners.  Specifically, the developers who connect to us, businesses who process payments through us, and all of our team members who work with us at PayJunction.

We believe dreams inspire people to start a business, and others to partner with them.  While building dreams, entrepreneurs and business professionals will face many challenges along the way. We believe great partners can make all the difference.

We are your dream partner.  
Your success is our success. 
Our dream is to help you realize yours.

We exist to drive the success of our partners.  We do this by fundamentally changing the way you transact with others.  We just happen to make great payment systems.  If you love helping others succeed, in a culture that celebrates perfecting your craft, consider partnering with us.

Location

PayJunction takes a Flex First approach to work environments. This means that our team members can choose to work from our Santa Barbara office or remotely from home. We ensure that everyone has the resources and equipment to work where they feel most productive. We trust our teams to make the best decision for their work environment. All PayJunction employees must reside in one of the following states: CA, IL, TX, MN, CO, GA, NY, MA, CT.    

Mission

Our Account Coordination team’s mission is to deliver exceptional customer experiences by efficiently and accurately onboard merchants, providing them with the necessary tools and guidance to successfully submit a complete merchant application package. We strive to build strong relationships with our merchants, offering seamless onboarding processes that drive their success and satisfaction.

Vision

Our Account Coordination team’s vision is to be a leading Merchant Services Account Coordination team, known for our expertise, professionalism and personalized support that results in long term relationships and satisfaction.  We aim to streamline the merchant onboarding journey by identifying and implementing efficiencies and best practices for a stand out merchant experience. 

Responsibilities: 

  • Directly manage the new merchant application process including:
    • processing new applications
    • following-up with merchants by phone and email to collect missing financial information
    • ensuring the quality and accuracy of documents collected
    • facilitating cross-functional communication among sales, customer success and our underwriting departments.
  • Collaborate with our sales, customer success and underwriting teams for the successful onboarding of new merchants.
  • Answer and screen inbound phone calls, including appropriately delegating inbound phone leads.
  • Organize and manage a regular pipeline of 30+ merchant applications. 
  • Communicate with clients on a daily basis to ensure customer satisfaction and conflict resolution.
  • Use our internal software systems to document tasks, track projects and communicate with team members. 
  • Maintain proper documentation and organization within our systems while keeping sensitive data secure. 

Qualifications:

  • 1+ years experience required in customer service, merchant onboarding, or similar operational role
  • 1+ years experience in the merchant service industry or similar fintech role
  • Experience in merchant onboarding or account management required
  • Experience with Google Suite products and Mac operating systems preferred
  • Experience with Confluence products (Wiki, Jira), Zoom and/or Salesforce is a plus
  • Excellent phone etiquette
  • Excellent verbal and written communication
  • Demonstrated experience in successful conflict resolution
  • Strong organizational skills
  • Ability to multitask in a deadline-driven environment

About PayJunction

Founded in 2000 by three UCSB graduates, PayJunction has grown from a bootstrapped startup to a recognized and respected leader in the payments industry. PayJunction processes more than $12 billion dollars annually for thousands of businesses with solutions that make it easy to accept credit and debit card payments in-store, online, and on-the-go.

Our people-first culture values long-term relationships over short-term profits. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired, and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive friends who are committed to your growth.

Total Rewards Plan

  • Health, dental, and vision paid 100% by company for you and your dependents
  • 401k with 6% match
  • FSA and Dependent Care FSA
  • Long-term & short-term disability coverage for you paid 100% by company
  • 8 paid company holidays per year
  • 2 paid floating holidays per year
  • 1 paid volunteer day per year
  • Paid Time Off
  • Home office equipment stipend
  • Annual Learning Stipend
  • Quarterly “fun budgets” for team bonding events
  • Opportunity to be part of a company that is changing a whole industry
  • Opportunity for growth within the company
  • Opportunity for remote, in-office, or hybrid work 

Office Environment

  • The opportunity to choose the work environment that best suits you - remote, in-office, or hybrid.
  • All remote & hybrid team members can enjoy:
    • Company-provided equipment for your home office
    • An equipment allowance for home office essentials
    • The opportunity to work at one of Glassdoor's Top 30 Best Places to Work in the US, 2020!
  • Those who choose to come into the office can look forward to:
    • Bright and open offices in downtown Santa Barbara
    • Stocked snack kitchens 
    • Collaborative work spaces with Herman Miller chairs, height-adjustable desks, and a large 32-inch monitors
    • Dog-friendly office

Company Values

  • Build the Dream
  • Put People First
  • Value Long Term Relationships Over Short Term Profit
  • Make it Simple
  • Be Data Driven
  • Own It
 

The base salary range for this role is $48-52k/year plus our Total Reward Benefit package. Actual base salary offered will vary depending on factors including but not limited to: education, experience, skills and qualifications.

PayJunction is an equal opportunity employer. We strive to create a work environment where people from all backgrounds and identities thrive. We firmly believe that more diversity and inclusion in our workforce creates a stronger team, product, and culture.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. PayJunction reserves the right to conduct background and/or credit checks on all of its potential employees.

Skills Required

  • 1+ years of experience in customer service, merchant onboarding, or a similar operational role
  • 1+ years of experience in the merchant services industry or a similar fintech role
  • Experience in merchant onboarding or account management
  • Excellent phone etiquette
  • Excellent verbal and written communication skills
  • Demonstrated experience in successful conflict resolution
  • Strong organizational skills
  • Ability to multitask in a deadline-driven environment
  • Experience with Google Suite products and Mac operating systems
  • Experience with Confluence products, including Wiki and Jira, Zoom, and/or Salesforce
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The Company
HQ: Santa Barbara, CA
110 Employees
Year Founded: 2000

What We Do

Founded in 2000 by three UCSB graduates, PayJunction has grown from a bootstrapped startup to a recognized and respected leader in the payments industry. PayJunction processes more than $12 billion dollars annually for thousands of businesses with solutions that make it easy to accept credit and debit card payments in-store, online, and on-the-go. Our people-first culture values long-term relationships over short-term profits. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired, and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive friends who are committed to your growth

Why Work With Us

PayJunction has been bootstrapped from the very start and has not taken outside funding. This allows us to create a strong culture for our employees and a business model where we succeed when our clients succeed. We have never had any layoffs throughout our history. Insurance 100% covered by company for employees and their dependents.

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