Integrated Payments Specialist: Onboarding & Customer Success

Point-of-Rental is an Elavon Payments Partner & Registered MSP/ISO of Elavon, inc; Dallas (TX); Remote; USD 80,000 - 100,000; Part time

Job summary

A leading company is seeking an Integrated Payments Specialist for a part-time position focusing on customer outreach and onboarding in their payments initiative. The candidate will make outbound calls, manage appointments, and collaborate with partners. Ideal applicants should have experience in sales support or customer service, with familiarity in Salesforce and Google tools.

Qualifications

• Energetic and confident phone presence.
• Professional email communication.
• Self-starter with prioritization skills.

Responsibilities

• Make 20–40 outbound calls daily to existing customers.
• Follow up on ACH enrollment status and Consumer Portal implementations.
• Coordinate implementation timelines across customer teams.

Skills

Fluency in English

Problem-solving

Sales support

Customer service

SaaS operations

Education

1–2 years of experience in sales support, customer service, or SaaS operations

Tools

Salesforce

Gmail

Google Sheets

Job description

Integrated Payments Specialist: Onboarding & Customer Success

Location: Dallas-Fort Worth Area or Remote

Part-Time: 20 Hours/Week

Pay: $20-25/hr

Time Zone: Must be available during U.S. Central Standard Time (CST) business hours

Reports to: Payments Manager (Cal Grant)

Supports:Broader Integrated Payments Team at Point of Rental

About the Role

Point of Rental (POR) is seeking a dynamic and detail-oriented Integrated Payments Specialist – Virtual Assistant to join our team. In this role, you will act as a key operational arm of our Integrated Payments initiative—ensuring POR customers successfully adopt and implement our payments platform.

You will drive engagement by making outbound calls to customers, coordinating technical onboarding tasks, and managing follow-through for larger projects. This position requires someone who is proactive, fluent in English, comfortable navigating ambiguity, and able to collaborate across teams and with third-party partners like GPI and Stripe.

Core Job Functions

SDR / Scheduling Specialist (Entry-Level Responsibilities)

Initial customer outreach and scheduling for payment adoption

Make 20–40 outbound calls daily to existing customers (e.g., unintegrated, not processing ACH, enrolled but inactive)
Set and confirm appointments with Payments Account Managers (AMs)
Follow up with customers on:
ACH enrollment status
Consumer Portal implementations
Log all interactions in Salesforce
Send follow-up communications and manage touchpoints via Gmail and Google Sheets

Payments Coordinator (Intermediate Responsibilities)

Work with partners to address credential, hardware, and implementation issues

Partner with GPI and Stripe to:
Request and organize credentials for payment processing
Identify and manage hardware needs at customer locations
Coordinate new location onboarding
Track credential issues and escalate when needed
Collaborate with internal POR teams to ensure accurate and timely customer enablement

Payments Project Manager (Advanced Responsibilities)

Lead execution for large or complex customer rollouts

Coordinate implementation timelines across customer teams and payment providers
Ensure successful credential setup, training, and go-lives for multi-location businesses
Drive stakeholder alignment, follow-up tasks, and change management
Serve as a liaison between customers, Payments AMs, and partners throughout onboarding

Tools You’ll Use

Salesforce – for CRM and activity tracking
Gmail – for customer and partner communication
Google Sheets – for credential tracking, appointment logs, and project progress
Stripe / GPI portals – for credential lookup and resolution (as needed)

What We’re Looking For

Fluent spoken and written English
Energetic and confident phone presence; professional email communication
Self-starter with the ability to prioritize and problem-solve independently
1–2 years of experience in sales support, customer service, or SaaS operations preferred
Strong familiarity with Salesforce, Gmail, and Google Sheets
Must be available U.S. CST hours 4 hours daily or some combination totalling 20 a week

Performance Expectations (KPIs)

Outbound calls per day
Appointments scheduled with Payments AMs
Customers implemented and active
Credential/issue resolution time
Customer go-lives completed
Time to value from first touchpoint to processing launch

Job Type: Part-Time, Hourly.

POR is an Equal Employment Opportunity employer and does not discriminate in hiring or employment practices. All qualified applicants will receive consideration without regard to race, color, sex, religion, national origin, citizenship, military service, veteran status, disability, genetic information, age, and any other characteristic protected by federal, state, or local laws. POR is committed to providing equal opportunity for all and reasonable arrangements for individuals with disabilities in employment. To request any special arrangements, please contact Human Resources.