Onboarding Specialist (Client Onboarding & Payment Operations) - Costa Rica

The Onboarding Specialist at Paystone manages merchant payment applications from submission to activation, ensuring accuracy and timely processing in a high-volume environment. The role involves coordinating with sales teams, acquirers, and operational stakeholders to facilitate smooth onboarding within the payment processing industry.

Location: Remote (Canada)

Responsibilities

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers
• Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines
• Act as the primary point of contact for internal sales teams and acquirer underwriters
• Coordinate application completion, documentation accuracy, and timely approvals
• Review and audit merchant applications and supporting documentation before submission
• Identify discrepancies, missing information, and potential issues to prevent rework and application pends
• Complete accurate data entry across multiple acquirer portals
• Maintain up-to-date records within Salesforce and internal tracking systems
• Manage ongoing follow-ups, status updates, and active onboarding workflows
• Document and share onboarding process updates, acquirer mandates, and operational changes with the team
• Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency

Requirements

• Post-secondary education in Business Administration, Operations, or a related field is considered an asset.
• 4+ years of experience in client onboarding or merchant onboarding within a fast-paced environment.
• Proven ability to manage a high-volume onboarding pipeline independently while balancing multiple active files and ongoing follow-ups.
• Ability to review documentation thoroughly, identify discrepancies, and ensure accuracy before submission.
• Experience communicating application corrections or rework requirements clearly and professionally while maintaining strong working relationships.
• Ability to adapt quickly and navigate complex or unclear situations with sound judgment and problem-solving skills.
• Experience working with Salesforce, onboarding portals, or similar operational systems with a high level of data accuracy.
• Ability to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements.
• Familiarity with Canadian business documentation, business structures, or customer operations is considered an asset.

Benefits

• Compensation tied to market data
• We reward for contribution
• Flexible Time-off
• We’re committed to career development
• Work from home