Client Onboarding Associate

Overview

• As a Client Onboarding Associate, you guide businesses through their first steps into modern payment processing. Onboarding begins with conversation: you speak directly with business owners, learn how they accept payments today, and introduce tools that support their operations.
• You stay involved from the initial discussion through account setup, helping businesses move forward with clarity. This role blends relationship-building, education, and follow-through.

What You'll Do

• Speak with business owners about their payment workflows and needs
• Introduce processing and point-of-sale solutions
• Guide businesses from first conversation through activation
• Attend scheduled conversations and manage follow-ups
• Track activity, notes, and next steps using internal systems
• Maintain professional, clear communication throughout onboarding

What We're Looking For

• Comfortable holding business conversations
• Strong listening and follow-through skills
• Organized and self-directed work style
• Willingness to learn new tools and concepts
• Customer-facing experience is helpful but not required

What's Offered

• Structured onboarding and ongoing support
• Flexible, independent work structure
• Clear expectations and room to grow

Pay: $65,000.00 - $86,000.00 per year

Benefits:

• Flexible schedule
• Professional development assistance
• Work from home

Work Location: Remote