Merchant Boarding Specialist Jobs

You'll work cross-functionally between our sales, account management, operations, product, and analytics teams to build a delightful experience for our merchants.

4-5 years of work experience in account management, systems implementation, customer support, or hospitality

You will report to the Senior Manager, Product Ops, within our Platform Operations organization.

Bachelor’s degree or equivalent work experience

Experience working successfully cross functionally with individual contributors

Excellent external and internal customer support skills

Collaborate seamlessly with sales, account management, operations, product, and analytics teams to create a cohesive and exceptional merchant experience.

Develop and execute comprehensive plans for merchant onboarding, ensuring a smooth and delightful experience that exceeds merchant expectations.

Cultivate expertise in the Bbot platform and its associated integrations, becoming the go-to resource for product knowledge and technical insights.

Deliver hands-on training to merchant staff, equipping them with the skills to effectively utilize the Bbot platform for optimal results.

Design and implement strategic programs across processes, products, and personnel to drive key performance metrics and enhance merchant satisfaction.

Create effective training materials to empower merchant staff with a clear understanding of the Bbot platform, encouraging adoption and utilization.

Knowledge of dog and cat body language and behavior.

General animal care and handling experience.

Familiarity with Microsoft Office and Outlook, as well as basic typing skills is required.

2+ years Veterinary or Boarding Facility experience.

2+ years Supervisory experience in an animal-related field.

6 months to one year of Supervisory experience.

Efficient and strong time management skills

Work effectively with internal partners including other Risk teams and Compliance, as well as multiple levels of management

1+ years experience in credit, fraud, underwriting, finance, or related field

Previous experience in commercial banking or card processing a plus

Excellent organizational skills and attention to detail

Strong written and verbal communication skills

Please note: COVID-19 Vaccines are required for certain positions based upon requirements of some clients.

Must be able to maintain uniform and personal appearance standards when in sight of customers.

Must be able to understand and perform addition, subtraction, multiplication, and division.

Must be able to read, understand and complete taxi load sheets.

stand and greet customers with a smile

Demonstrates accurate data entry skills

Excellent verbal and written communication skills

Detail oriented with strong organization skills

Review and monitor daily new loan reports and corrects any loan rejects or system errors.

Correspond with flood vendors in order to update flood certificates for new loans received.

Prepare system generated welcome letters for all new loans boarded.

Work cross-functionally between our sales, account management, operations, product, and analytics teams to build a delightful experience for our merchants.

Bachelor’s degree or equivalent work experience 4-5 years of work experience in account management, systems implementation, customer support, or hospitality

Experience working successfully cross functionally with individual contributors Excellent external and internal customer support skills

Experience working successfully cross functionally with other departments

Look for ways to improve and want to shape the direction of the company

Able to complete tasks accurately, effectively and on time with superb attention to detail

You have experience in de-escalation tactics, call management, and delight in turning an upset customer into a vocal brand promoter.

We are leaders – Leadership is not limited to our management team.

The Bbot Customer Support team currently offers 365/12/7 coverage from 9am-9pm EST.

You have high emotional intelligence and great communication skills - you communicate with merchants and teammates efficiently, professionally and confidently.

You have a Bachelor’s degree or equivalent amount of work experience.

About the Team Bbot is on a mission to make operating a hospitality business a whole lot easier.

Have applicable experience increasing customer satisfaction and retention with 2+ years in an onboarding, support, or account management role

Improve retention of new merchants by creating a seamless onboarding experience

Work with businesses to assist them through the onboarding process and set them up for success on the platform

Help restaurants turn their menu into a tool for attracting and engaging with customers in their area

Communicate with merchants by phone and email to monitor and support progress from the moment they sign up

Ensure long-term satisfaction by implementing operational improvements

Manage the end-to-end merchant boarding process, including setting up new accounts, maintaining client databases, and conducting risk assessments.

Comprehensive training curriculum to expand your knowledge of the fintech industry.

Previous experience in merchant services, banking, or a related field.

Exceptional organizational skills and meticulous attention to detail.

Coordinate with sales and underwriting teams to ensure proper account setup and alignment with compliance standards.

Provide top-notch customer service, resolving client inquiries and issues promptly and professionally.