Merchant Onboarding Coordinator

Our client is a Payments and Growth Partner dedicated to supporting ambitious businesses. They facilitate commerce by offering top-tier payment processing, proactive partnership, and growth resources. Their merchants operate in industries often underserved by other processors, and they select us because they value direct, personalized communication with a dedicated representative.

WHAT YOU WILL DO:

• Call each new merchant within 4 business hours of Sales booking their onboarding call, welcome them to AHG Pay, introduce yourself as their point of contact, and confirm the call date and time.
• Confirm merchants received the onboarding emails and can access the secure upload portal, and walk them through the Green Tier document list so they reach approval faster.
• Confirm attendance the day before each onboarding call and reschedule through Cal.com when a merchant isn’t ready.
• Review each scheduled merchant’s outstanding documents every morning and follow up by phone, text, and email until everything is uploaded through the secure portal before the call.
• Communicate with merchants using approved message templates, or write your own messages in AHG Pay’s tone when no template fits.
• Check documents for basic mismatches, such as a legal name that differs between documents, and escalate anything that changes the onboarding plan to the Merchant Onboarding Manager immediately.
• Recover onboarding no