Merchant Onboarding Coordinator

Assistant Launch; United States; Remote; USD 52,000 - 76,000; Full time

Benefits offered by this job

Fully remote

Weekly pay

Paid vacation and holidays

Health and learning stipends

Access to AI training and tools

Clear paths to advancement

Job summary

AHG Pay is seeking a remote Merchant Onboarding Specialist who will serve as the primary contact for new merchants. You will guide them through onboarding, ensure access to the secure upload portal, and coordinate with Sales, Onboarding, and Customer Success to drive swift approvals.

The role emphasizes excellent communication, meticulous document review, and persistent follow-up to keep the onboarding process on track. Experience with GoHighLevel or similar CRM is a plus.

Qualifications

• Excellent written and spoken English.
• Ability to communicate clearly with merchants by phone, text, and email.
• Keen eye for document discrepancies (legal name/address).
• Strong organizational skills across multiple teams and merchants.
• Persistent follow-up to ensure onboarding milestones are met.
• Proactive problem solver who escalates when needed.
• Nice to have: payments/finance onboarding experience or CRM familiarity.

Responsibilities

• Call new merchants within 4 business hours of Sales onboarding.
• Walk merchants through onboarding emails and GoHighLevel portal.
• Confirm attendance and reschedule onboarding calls as needed.
• Review documents daily and follow up until all are uploaded.
• Use templates or create messages in AHG Pay’s tone.
• Spot document mismatches and escalate when necessary.
• Recover onboarding no-shows with daily outreach for 5 business days.
• Confirm underwriting approval and book integration calls with Customer Success.
• Update merchant records in GoHighLevel daily and report status in meetings.

Skills

Strong English

Phone skills

Attention to detail

Organization

Persistence

Problem solving

CRM experience

Tools

GoHighLevel

Cal.com

Microsoft Teams

SharePoint

Outlook

Slack

Claude

Job description

Our client is a Payments and Growth Partner dedicated to supporting ambitious businesses. They facilitate commerce by offering top-tier payment processing, proactive partnership, and growth resources. Their merchants operate in industries often underserved by other processors, and they select us because they value direct, personalized communication with a dedicated representative.

WHAT YOU WILL DO:

• Call each new merchant within 4 business hours of Sales booking their onboarding call, welcome them to AHG Pay, introduce yourself as their point of contact, and confirm the call date and time.
• Confirm merchants received the onboarding emails and can access the secure upload portal, and walk them through the Green Tier document list so they reach approval faster.
• Confirm attendance the day before each onboarding call and reschedule through Cal.com when a merchant isn't ready.
• Review each scheduled merchant's outstanding documents every morning and follow up by phone, text, and email until everything is uploaded through the secure portal before the call.
• Communicate with merchants using approved message templates, or write your own messages in AHG Pay's tone when no template fits.
• Check documents for basic mismatches, such as a legal name that differs between documents, and elevate anything that changes the onboarding plan to the Merchant Onboarding Manager immediately.
• Recover onboarding no-shows with daily outreach by phone, text, and email for 5 business days, rebooking those who reply and returning unresponsive merchants to Sales as freezer leads.
• Congratulate merchants approved by underwriting and book their integration call with Customer Success, confirming beforehand the payment gateway, website platform, and point of contact (including their developer, if any).
• Confirm attendance for integration calls, follow up and rebook cancellations or no-shows, and cancel the call for merchants who qualify for self-integration.
• Update every merchant record in GoHighLevel daily, attend the morning pipeline meeting with a short status report, and make sure no merchant goes more than 2 business days without contact.

TOOLS YOU WILL USE:

GoHighLevel (CRM), the AHG Pay Onboarding Hub and secure upload portal, Cal.com, Microsoft Teams, SharePoint, Outlook, Slack, and Claude. This role does not have access to processor portals

WHO YOU ARE:

• Strong English, spoken and written: You speak clearly and write short, correct messages.
• At home on the phone: You pick up the phone first, and merchants enjoy talking to you. You bring energy to every call and can handle a busy business owner who wants to hang up.
• Detailed: You notice when a legal name or an address differs between two documents.
• Organized across many people: You track dozens of merchants and work with Sales, Onboarding, and Customer Success in the same day without dropping anyone.
• Persistent: You follow up on the fifth day as cheerfully as the first.
• A problem solver: You try two or three fixes yourself before you escal...

Nice to have: experience in payments, finance, or loan or account onboarding; experience with GoHighLevel or another CRM

• Fully remote

• Weekly pay
• Paid vacation and holidays
• Health and learning stipends
• Access to AI training and tools
• Clear paths to advancement