Account Coordinator

Jobtailor; California (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Jobtailor is seeking a detail‑oriented Merchant Onboarding Specialist to manage the new merchant application process, coordinate with sales, customer success, and underwriting, and ensure timely collection of complete financial information.

You will handle daily communications with clients, screen inbound inquiries, and maintain organized records in Confluence/Jira and Salesforce while safeguarding sensitive data. This role requires 1+ year in customer service and comfort with financial services.

Qualifications

• 1+ years of experience in customer service, preferably in a financial services or merchant services environment.
• Experience in merchant onboarding or account management is highly preferred.
• Experience with Google Suite products and Mac operating systems is preferred.
• Experience with Confluence, Jira, Zoom, and/or Salesforce is a plus.
• 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.

Responsibilities

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

Skills

Phone etiquette

Verbal communication

Written communication

Conflict resolution

Organizational skills

Multitasking

Tools

Confluence

Jira

Zoom

Salesforce

Mac OS

Job description

Responsibilities

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

Qualifications

• 1+ years of experience in customer service, preferably in a financial services or merchant services environment.
• Experience in merchant onboarding or account management is highly preferred.
• Experience with Google Suite products and Mac operating systems is preferred.
• Experience with Confluence, Jira, Zoom, and/or Salesforce is a plus.
• 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.

Tools & Technologies

• Confluence
• Jira
• Zoom
• Salesforce
• Mac Operating Systems