Account Coordinator

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

Benefits offered by this job

Health, dental, and vision covered for

401k with 6% match

FSA and Dependent Care FSA

Disability coverage paid by company

Paid holidays and floating holidays

Volunteer day and PTO

Home office stipend

Learning stipend

Team bonding budgets

Job summary

PayJunction is seeking an Account Coordinator to guide merchant onboarding, collect information, and submit applications. You will provide high‑quality customer service, address inquiries, resolve issues, and build strong merchant relationships to support growth.

You will work in a Flex First environment, with options to work from our Santa Barbara office or remotely from home. Eligible states include CA, IL, TX, MN, CO, GA, NY, MA, CT.

Qualifications

• 1+ years experience in customer service or related role.
• Experience with merchant onboarding or account management preferred.
• Familiarity with Google Suite and Mac operating systems preferred.
• Experience with Confluence, Jira, Zoom and Salesforce is a plus.
• Excellent phone etiquette and communication skills.
• Strong organizational skills and ability to multitask in a deadline-driven environment.

Responsibilities

• Manage the new merchant application process from start to finish.
• Follow up with merchants by phone and email to collect missing information.
• Ensure accuracy and quality of documents collected.
• Coordinate cross-functional communication among sales, customer success and underwriting.
• Onboard new merchants with collaboration across teams.
• Handle inbound calls and route leads appropriately.
• Maintain a 30+ merchant applications pipeline.
• Communicate with clients daily to ensure satisfaction and resolve conflicts.
• Document tasks and track projects in internal systems.
• Protect data privacy and stay organized.

Skills

Customer service

Merchant onboarding

Phone etiquette

Verbal communication

Written communication

Conflict resolution

Organization

Multitasking

Relation building

Problem solving

Tools

Google Suite

Mac OS

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.