Account Coordinator

Pay Junction; Santa Barbara (CA); Hybrid; USD 48,000 - 52,000; Full time

Benefits offered by this job

Health, dental, and vision paid 100%

401k with 6% match

FSA and Dependent Care FSA

Disability coverage

8 paid holidays

2 floating holidays

1 paid volunteer day

Paid Time Off

Home office equipment stipend

Annual Learning Stipend

Team bonding budgets

Growth opportunities

Remote, in-office, or hybrid work

Job summary

PayJunction is seeking an Account Coordinator to guide merchants through onboarding, collect required information, and submit applications. You will provide excellent customer service and address inquiries.

This role supports sales, customer success and underwriting, managing a 30+ merchant pipeline and ensuring accurate documentation while protecting sensitive data. Flexible on location within the US, with the option to work from the Santa Barbara office or remotely from home.

Qualifications

• 1+ years experience in customer service.
• Experience in merchant onboarding or account management preferred.
• Experience with Google Suite and Mac OS preferred.
• Experience with Confluence products (Wiki, Jira), Zoom and/or Salesforce is a plus.
• Excellent phone etiquette and verbal/written communication.
• Strong organizational skills and ability to multitask in a deadline-driven environment.

Responsibilities

• Directly manage the new merchant application process including processing new applications.
• Follow up with merchants by phone and email to collect missing financial information and ensure document quality.
• Facilitate cross-functional communication among sales, customer success and underwriting.
• Collaborate with sales, customer success and underwriting teams for onboarding.
• Answer and screen inbound calls and delegate leads.
• Organize a regular pipeline of 30+ merchant applications.
• Communicate with clients daily to ensure satisfaction and resolve conflicts.
• Document tasks in internal systems and protect sensitive data.

Skills

Customer service

Merchant onboarding

Communication skills

Phone etiquette

Google Suite

Mac OS

Confluence/Jira

Salesforce

Tools

Confluence (Wiki/Jira)

Zoom

Salesforce

Job description

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.

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.

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 in customer service required, 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 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.

Benefits

• 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

Salary

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.

Equal Opportunity

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.

Compliance

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.