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Merchant Onboarding Coordinator
Assistant Launch. Call each new merchant within 4 business hours of Sales booking their onboarding call, welcome them to AHG Pay, introduce yourself as their point of contact, and confirm the call date and time.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication skills in English, both spoken and written, while effectively managing multiple merchant relationships and onboarding processes. Proficient in using CRM tools like GoHighLevel and comfortable with AI tools to enhance productivity and problem-solving.
Highest-signal resume keywords
Strong English CommunicationMerchant Onboarding ExperienceGoHighLevel ProficiencyDetail-OrientedPersistent Follow-Up
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsProblem SolvingInterpersonal SkillsEnergy in CommunicationAdaptability
Tools & Technologies
GoHighLevelAHG Pay Onboarding HubCal.comMicrosoft TeamsSharePointOutlookSlackClaude
Industry Keywords
PaymentsFinanceLoan OnboardingAccount Onboarding
About the role
Key responsibilities & impact- Call each new merchant within 4 business hours of Sales booking their onboarding call, welcome them to AHG Pay, introduce yourself as their point of contact, and confirm the call date and time.
- Confirm merchants received onboarding emails and can access the secure upload portal, and walk them through the Green Tier document list.
- Confirm attendance the day before onboarding calls and reschedule through Cal.com when a merchant is not ready.
- Review outstanding documents every morning and follow up by phone, text, and email until everything is uploaded before the call.
- Communicate using approved message templates or write messages in AHG Pay’s tone when no template fits.
- Check documents for basic mismatches and escalate onboarding-plan changes to the Merchant Onboarding Manager.
- Recover onboarding no-shows with daily outreach for 5 business days, rebooking responsive merchants and returning unresponsive merchants to Sales as freezer leads.
- Congratulate merchants approved by underwriting and book integration calls with Customer Success, confirming the payment gateway, website platform, and point of contact.
- Confirm integration-call attendance, rebook cancellations or no-shows, and cancel calls for merchants who qualify for self-integration.
- Update every merchant record in GoHighLevel daily, attend the morning pipeline meeting with a status report, and ensure no merchant goes more than 2 business days without contact.
- Use GoHighLevel, AHG Pay Onboarding Hub, secure upload portal, Cal.com, Microsoft Teams, SharePoint, Outlook, Slack, and Claude; the role does not have access to processor portals.
Requirements
What you’ll need- Strong English, spoken and written: You speak clearly and write short, correct messages.
- At home on the phone: You pick up the phone first, and merchants enjoy talking to you. You bring energy to every call and can handle a busy business owner who wants to hang up.
- Detailed: You notice when a legal name or an address differs between two documents.
- Organized across many people: You track dozens of merchants and work with Sales, Onboarding, and Customer Success in the same day without dropping anyone.
- Persistent: You follow up on the fifth day as cheerfully as the first.
- A problem solver: You try two or three fixes yourself before you escalate, and you bring a recommendation along with the problem.
- Comfortable with AI tools: You use tools like ChatGPT or Claude in your daily work and want to use more.
- Available for U.S. hours: You can work through 5 PM Pacific to reach West Coast merchants.
- Nice to have: experience in payments, finance, or loan or account onboarding; experience with GoHighLevel or another CRM
Benefits
Comp & perks- Fully remote
- Weekly pay
- Paid vacation and holidays
- Health and learning stipends
- Access to AI training and tools
- Clear paths to advancement