Merchant Activation Specialist

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Payliance

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

🤝 B2B

💰 $31M Debt Financing - Payliance on 2019-12

Fintech • B2B

Payliance is a payments technology company that provides a Payments-as-a-Service (PaaS) platform offering payment acceptance (ACH, credit/debit cards, real-time payments, check-based), verification/risk assessment tools, and debt recovery/accounts receivable management. They serve merchants, lenders, collection agencies, and BNPL providers, offering integrations, APIs, partner programs (ISOs, loan management systems), and compliance/licensed collection services. Payliance emphasizes reducing processing costs, fraud risk, and improving recovery rates; processes large volumes (reported $63B+ annually, 162M transactions, 40K merchant locations) and supports lending verticals (prime, subprime, earned wage access, BNPL) and merchants.

📋 Description

• Review newly boarded merchant accounts for completeness, accuracy, and proper setup before and after go-live • Audit processing limits, program type, fee structures, and terminal/platform setup • Coordinate with Underwriting, Operations, and Sales to resolve onboarding discrepancies • Maintain a QC log and escalate recurring setup issues to leadership • Ensure documentation, compliance requirements, and approvals are in order before activation • Monitor activation pipelines for approved merchants who have not begun processing • Conduct proactive phone, email, and other outreach to drive time-to-first-transaction • Diagnose and resolve technical issues, missing equipment, incomplete setup, and merchant hesitation • Maintain CRM activity logs and outreach notes • Escalate high-risk or stalled activations with context and recommended next steps • Deliver product and platform training to newly activated SMB and mid-market merchants • Conduct live or recorded onboarding sessions for individual merchants or small groups • Identify knowledge gaps contributing to delayed activation or early attrition • Collaborate with Sales Enablement to maintain current training content • Track and report activation rates, time-to-first-transaction, and outreach conversion • Recommend process, tooling, and content improvements based on activation-delay trends • Partner with Sales, Operations, and Product to surface merchant feedback and improve onboarding

🎯 Requirements

• 2–4 years of experience in merchant services, payment processing, customer onboarding, or a related client-facing role • Strong understanding of merchant accounts, terminal setup, fee structures, and basic compliance requirements • Ability to manage high-volume outreach activity with accuracy and follow-through • Comfortable communicating with small business owners and operations managers • Excellent organizational skills and attention to detail • Proficiency with CRM tools such as Salesforce for activity tracking and pipeline management • Ability to work independently and prioritize workload in a fast-paced environment • Openness to adopting AI tools and experimenting with new technology • Preferred: Experience with merchant onboarding, activation, or implementation at a payments company or ISO • Preferred: Familiarity with ACH, card processing, and payment processing platforms • Preferred: Experience developing training materials or conducting product education for non-technical audiences • Preferred: Experience in a private equity-owned, venture-backed, or high-growth startup environment • Preferred: Demonstrated use of AI tools to improve outreach, documentation, or training content

🏖️ Benefits

• Performance-based annual bonus of up to 5% of base salary • Medical, Dental, and Vision insurance • 401(k) with company match • Generous PTO plus paid company holidays • Company-paid life and long-term disability insurance • Paid parental leave • Occasional travel may be required for team on-sites or company events