Account Coordinator (Fintech)

TL;DR

Account Coordinator (Fintech): Managing the merchant onboarding process and coordinating application submissions with an accent on financial verification and cross-functional communication. Focus on streamlining the application pipeline and ensuring a seamless onboarding experience for new merchants.

Location: Must reside in one of the following US states: CA, IL, TX, MN, CO, GA, NY, MA, CT. Remote, hybrid, or onsite in Santa Barbara options available.

Salary: $48,000 – $52,000 per year

Company

hirify.global is a leader in the payments industry, providing comprehensive systems for businesses to accept credit and debit card payments across various channels.

What you will do

• Manage the full merchant application process, including processing and verifying financial documentation.
• Coordinate with merchants via phone and email to collect missing information and ensure document accuracy.
• Collaborate with sales, customer success, and underwriting departments to facilitate successful onboarding.
• Organize and maintain a pipeline of 30+ active merchant applications.
• Handle and screen inbound phone calls, delegating leads appropriately.
• Document tasks and track projects using internal software systems while ensuring data security.

Requirements

• 1+ years of experience in customer service, preferably in financial or merchant services.
• Must be eligible to work in the United States and reside in one of the specified states (CA, IL, TX, MN, CO, GA, NY, MA, CT).
• Proficiency with Google Suite products and Mac operating systems.
• Excellent verbal and written communication skills and professional phone etiquette.
• Proven ability to resolve conflicts and multitask in a deadline-driven environment.

Nice to have

• Experience with Confluence (Wiki, Jira), Zoom, or Salesforce.
• Previous experience specifically in merchant onboarding or account management.

Culture & Benefits

• 100% company-paid health, dental, and vision insurance for employees and dependents.
• 401k with 6% company match.
• Flexible "Flex First" work environment allowing remote, hybrid, or in-office setups.
• Home office equipment stipend and annual learning stipend.
• Comprehensive paid time off, including company holidays and floating holidays.
• Quarterly team bonding budgets and a people-first corporate culture.