Merchant Onboarding & Implementation Lead

Basys; Lenexa (KS); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Basys is seeking a Merchant Onboarding specialist to guide new merchants from application to first deposit. You will validate information, set expectations, and coordinate with sales, partners, and deployment teams to ensure smooth onboarding.

You will act as the primary liaison, driving progress, answering queries, and training merchants on equipment and processes to meet SLAs and deliver a positive experience.

Qualifications

• Associate or Bachelor’s Degree preferred.
• Minimum 2 years of experience in a financial institution or customer service.
• Proficiency in Microsoft Office Suite and CRM.

Responsibilities

• Manages the implementation process which includes validation and planning calls, underwriting responses, implementation follow through, and more.
• Sets expectations with merchants based on typical timelines for their business type and current turnaround times for onboarding teams.
• Serves as main point of contact for merchant, sales agent, partner, and internal teams during the onboarding phase.
• Spends much of their day on outbound communication with merchants to keep progress moving, relay a sense of urgency, achieve efficient boarding times and first deposits, while maintaining a positive merchant experience.
• Assists with setting onboarding teams’ priorities based on timelines established with merchants.
• Provides training and troubleshooting to merchants and assures compliancy standards are met.

Skills

Interpersonal skills

Communication

Time management

Organizational skills

Problem solving

Bilingual

Education

Associate or Bachelor’s Degree Preferred

2+ years of experience in financial institution or customer service

Tools

Microsoft Office Suite

CRM

Job description

Basys is seeking a Merchant Onboarding specialist to guide new merchants from application to first deposit. You will validate information, set expectations, and coordinate with sales, partners, and deployment teams to ensure smooth onboarding.

You will act as the primary liaison, driving progress, answering queries, and training merchants on equipment and processes to meet SLAs and deliver a positive experience.