Integrated Payments Specialist: Onboarding & Customer Success

Point-of-Rental is an Elavon Payments Partner & Registered MSP/ISO of Elavon, inc; United States; Hybrid; USD 60,000 - 80,000; Part time

Job summary

A leading company in integrated payments seeks a detail-oriented Integrated Payments Specialist to drive customer engagement and onboarding. The role involves outbound calls, coordinating onboarding tasks, and managing projects. Ideal candidates will possess strong customer service skills, a Bachelor's degree, and familiarity with Salesforce and communication tools.

Qualifications

• 1-2 years in sales support, customer service, or SaaS operations preferred.
• Strong familiarity with Salesforce, Gmail, Google Sheets.
• Must be available during U.S. CST hours.

Responsibilities

• Make 20–40 outbound calls daily to existing customers.
• Work with partners to address credential implementation issues.
• Coordinate large or complex customer rollouts.

Skills

Fluent spoken and written English

Self-starter

Problem-solving

Energetic phone presence

Education

Bachelor's Degree

Tools

Salesforce

Gmail

Google Sheets

Job description

Integrated Payments Specialist: Onboarding & Customer Success

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Integrated Payments Specialist: Onboarding & Customer Success

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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 totaling 20 a week
• BACHELORS DEGREE REQUIRED!
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Software Development and Strategic Management Services

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