Payment Operations Specialist

AxisCare Home Care Software

. Own merchant applications from draft status through submission and active product adoption .

Posted 11/10/2026full-timeRemote • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in payments operations, particularly in merchant onboarding and underwriting, with a strong focus on KYC compliance, accuracy, and effective communication. Capable of managing high volumes of applications while improving processes and collaborating with cross-functional teams.

Highest-signal resume keywords

Payments Operations ExperienceMerchant OnboardingKYC ComplianceAttention to DetailCRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payments ProcessingACH PaymentsCard PaymentsUnderwritingRisk ReviewData AnalysisDocumentation ManagementApplication ReviewProcess ImprovementAutomation Workflows

Soft Skills

Clear CommunicationOrganizationPersistenceFollow-ThroughSelf-Direction

Tools & Technologies

CRM ToolsTicketing ToolsExcelGoogle SheetsPayment Processor Portals

Industry Keywords

Merchant ApplicationsKYC/KYB Risk IndicatorsFunding TimingChargebacksVertical SaaSHealthcare SoftwarePayFacISOBanking InformationOnboarding Backlog

About the role

Key responsibilities & impact

Own merchant applications from draft status through submission and active product adoption
Clear the current onboarding backlog
Help customers complete draft applications by regenerating links, following up and answering application-field questions
Work with Sales and Account Management to gather complete business, ownership and banking information
Review applications for completeness, accuracy and basic KYC/KYB risk indicators
Serve as point of contact between customers and the processing partner through adoption
Follow up on underwriting requests, missing documents and additional information requests
Escalate stalled or high-risk applications and adoption processes to the VP of Payments with summaries and recommended next steps
Explain fees and account status to customers and internal teams
Resolve escalated payment questions involving funding timing, reversals, refunds, chargebacks and merchant statements
Provide supporting documentation such as invoices for flagged transactions
Partner with the processing partner on account configuration, funding and transaction issues
Follow requirements for handling and protecting sensitive merchant information
Identify onboarding breakdowns and help design simpler, self-serve and automated processes with Product and Payments leadership
Build and maintain documentation, checklists and playbooks
Help Sales, Growth and Support teams understand payments basics and application requirements
Pull payments data and prepare weekly and monthly reports on onboarding pipeline and key payments metrics
Create and maintain migration-process documentation and manage the large migration project planned for Q3 2027

Requirements

What you’ll need

2+ years of payments operations experience, ideally in merchant onboarding or underwriting at a processor, PayFac, ISO, bank or software company with embedded payments
Working knowledge of card and ACH payments, including onboarding/KYC, funding, reversals and chargebacks
Strong attention to detail and accuracy in recordkeeping
Persistence and follow-through
Clear, professional communication with customers, partners and internal teams, including explaining payments topics in plain language
Strong organization and ability to manage a high volume of open items
Self-directed, curious and comfortable in a growing program where processes are still being built
Comfort with CRM or ticketing tools and Excel or Google Sheets
Preferred: merchant underwriting or risk review experience
Preferred: hands-on experience with payment processor or PayFac platforms
Preferred: experience improving or automating onboarding or operations workflows
Preferred: experience in vertical SaaS or healthcare-related software
Bachelor’s degree or equivalent experience (preferred)
Ability to perform computer-based payment operations tasks using a computer and peripherals, with or without reasonable accommodation
Use of phone, CRM, payment processor portals, spreadsheets and email

Benefits

Comp & perks

Competitive salary and comprehensive benefits package
Medical insurance premiums covered in full for the employee (Medical, Dental and Vision)
401K with competitive company matching
Personal time off, sick leave, and holidays
Company-provided laptop and other needed computer equipment