The team

The Account Managers team is comprised of driven individuals who are deeply motivated to exceed client expectations. We thrive on the challenges presented by diverse client needs and are dedicated to delivering innovative solutions. We value teamwork and believe in leveraging each team member’s unique strengths to achieve outstanding results. Diversity is at the heart of our team. We embrace and celebrate different backgrounds, cultures, and experiences that our team members bring, fostering an inclusive environment where everyone feels valued and respected. Moreover, we are committed to providing opportunities for individuals to enhance their skills, stay informed about industry trends, and foster personal growth. If you are seeking a role that offers not only the excitement of building and nurturing client relationships but also a supportive and growth-oriented work environment, we invite you to join us!

Job Purpose

The Merchant Onboarding Specialist is responsible for managing and facilitating the onboarding journey of new merchants, ensuring a seamless transition from Sales/Pre-sales to operational readiness. This role focuses on coordination, communication, and process facilitation rather than commercial account management, upselling, or cross-selling.

The coordinator ensures all stakeholders—both internal and external—are aligned, tools and processes are properly introduced, and the merchant is fully prepared for a successful go-live. Contract negotiations and pricing remain under the purview of the Account Management (AM) team and still can be a chance to handle if needed.

Key Responsibilities

Merchant Onboarding Coordination:

• Take ownership of the merchant onboarding process following the kickoff initiated by the Sales Team.

• Develop and manage onboarding plans, ensuring all stakeholders understand timelines, responsibilities, and deliverables.

• Act as the central point of coordination, ensuring a smooth transition from the kickoff to the operational go-live phase.

• Ensure data quality between CRMs and other Backoffice components.

Process Facilitation and Tool Presentation:

• Guide merchants through the onboarding process, presenting tools, systems, and processes essential for successful integration.

• Provide demonstrations and training of back-office tools to ensure merchant readiness.

• Ensure merchants follow established processes, providing clear guidance and support.

Internal and External Stakeholder Coordination:

• Collaborate with internal teams, including Integration, Risk, Compliance, Fraud, Legal, Sales, AM, Support to meet merchant requirements.

• Act as a proactive liaison between the merchant and internal departments, escalating and resolving issues as needed during on-Boarding phase.

• Maintain open communication with merchants, providing regular updates on progress and addressing concerns promptly during On-Boarding phase.

Kickoff and Progress Management:

• Lead onboarding activities from the point of kickoff (own by Sales), ensuring alignment on goals and next steps with all parties.

• Track and monitor the onboarding progress, identifying and mitigating potential delays or roadblocks.

• Serve as the merchant’s advocate during the onboarding journey, ensuring their needs are prioritized.

Go-Live Preparation and Handover:

• Oversee the readiness of all technical integrations, compliance checks, and operational processes leading to go-live (ensure financial is live and working).

• Conduct a final review with merchants to ensure all requirements are met and they are fully prepared for live operations with integration teams.

• Facilitate a comprehensive handover to the Account Management (AM) team, and insights are transferred effectively.

Feedback and Continuous Improvement:

• Collect feedback from merchants on the onboarding process to identify opportunities for improvement.

• Collaborate with internal teams to optimize tools, processes, and resources based on insights.

• Stay informed about industry trends and best practices to enhance the merchant onboarding experience.

Position Requirements

• Bachelor’s degree minimum.

• Experience in customer success, project coordination, or operational roles in payments, fintech, or a related industry.

• Strong organizational and project management skills with the ability to manage multiple tasks simultaneously.

• Excellent communication and presentation skills to effectively explain processes and tools.

• Problem-solving and conflict resolution skills to address onboarding challenges proactively.

• Familiarity with payment technologies, platforms, and compliance requirements is a plus.

• Proficiency in CRM systems (Efficy, PowerBI, Zendesk, JIRA, REDMINE) and project management tools.

• Ability to understand and communicate technical requirements for payment integration.

Payxpert Benefits:

Remote Model

Team buildings & Workshops

Permanent Contract

Challenging projects: With us, you will have the chance to participate in a variety of technical projects amongst passionate and skilled colleagues

Free languages courses: learn Spanish, French or improve your English skills at your disposal

Learning Solutions According to your needs

Events: we do believe in the importance of meeting our colleagues in an informal and natural environment to build connections between UK & France & Spain. Please take part on our awesome engagement events…

Referral Bonus

We believe in equal employment opportunity, a culture built around gender-balanced development opportunities for our professionals, a flexible and healthy working environment, and general equality in the workplace.

The personal data collected is intended for PAYXPERT and used to process your application with a view to possibly offering you an employment contract. It is intended for use by the departments responsible for recruitment. This information will be kept for a maximum of 2 years if your application is not successful. In accordance with Regulation (EU) 2016/679 of 27 April 2016 on the protection of personal data, you have the right to access, rectify, delete, portability and limit the Processing of Data concerning you. You may also, for legitimate reasons, object to the Processing of your Data. You may exercise your rights by contacting our DPO at the following address gdpr@payxpert.com or at the following postal address Av. Diagonal 440, 08037 BARCELONA,SPAIN. For more information on the Processing of your Personal Data by PAYXPERT, please consult our privacy policy available on our website at the following address: https://www.payxpert.com/privacy-policy/.

HR Interview (50 min)

Team Manager Interview (1 hour)

COO Interview (1 hour)