Payment Conversion Specialist

Blend360

. Conduct proactive outbound phone and email outreach to suppliers assigned to payment conversion campaigns .

Posted 11/2/2026contractRemote • California • United StatesMid-LevelSenior💰 $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in supplier enablement and electronic payment adoption, with strong organizational skills to manage multiple high-volume cases while ensuring compliance with policies and procedures. Proficient in communication and problem-solving, effectively collaborating with suppliers and internal teams to achieve campaign goals.

Highest-signal resume keywords

Supplier Enablement ExperienceElectronic Payment AdoptionCRM Systems ProficiencyStrong Verbal Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Service ExperiencePayments ExperienceFinancial Services KnowledgeMicrosoft Excel ProficiencyCase Management SystemsCommercial Cards KnowledgeACH ExperienceTreasury Management ExperienceAccounts Payable KnowledgePayment Conversion Initiatives

Soft Skills

Strong Problem-Solving SkillsAttention to DetailReliable Follow-ThroughEffective Business Email WritingProfessional Telephone Manner

Tools & Technologies

CRM SystemsCall-Tracking PlatformsWorkflow ToolsCase-Management Systems

Industry Keywords

Regulated Environment ExperienceCompliance-Driven EnvironmentSupplier OutreachPayment StrategiesBusiness Payments

About the role

Key responsibilities & impact

Conduct proactive outbound phone and email outreach to suppliers assigned to payment conversion campaigns
Explain approved electronic payment options, benefits, and program requirements
Communicate business customers’ payment strategies and operating guidelines
Answer supplier questions and address concerns about electronic payment adoption
Manage follow-up activities through enrollment, closure, or formal handoff
Support supplier participation and adoption of electronic payment solutions
Review supplier records and verify contact information and payment details
Research supplier questions and provide timely, accurate responses
Coordinate communication among business customers, suppliers, and internal financial institution teams
Route nonstandard questions and escalate commercial, technical, policy, compliance, and other issues
Enroll suppliers according to approved procedures and guidelines
Identify exceptions and route nonstandard enrollment requests for review
Maintain accurate outreach, enrollment, follow-up, and case-status records
Track cases through completion or handoff with proper documentation
Provide activity data for monthly reporting, campaign tracking, and program performance
Manage multiple high-volume supplier cases while maintaining productivity and accuracy
Follow applicable policies, procedures, operating guides, regulatory requirements, and quality standards
Work independently while following client priorities and escalation procedures

Requirements

What you’ll need

5+ years of experience in client service, sales, operations, financial services, payments, or a related field
At least 2 years of direct supplier enablement experience supporting electronic payment adoption
Professional outbound calling or sales experience
Experience supporting supplier onboarding, business payments, commercial cards, ACH, Treasury Management, accounts payable, or payment conversion initiatives preferred
Experience working with a bank, payment provider, fintech organization, or large corporate payments program is a plus
Experience in a regulated or compliance-driven environment preferred
Moderate Microsoft Excel proficiency, including formulas, filtering, sorting, and formatting
Experience using CRM systems, call-tracking platforms, workflow tools, or case-management systems
Ability to review records, research questions, apply approved solutions, and maintain accurate documentation
Strong organizational skills and ability to manage multiple cases, follow-ups, and competing priorities
Ability to meet deadlines while maintaining quality and attention to detail
Strong verbal communication skills and a professional, confident telephone manner
Clear and effective business email writing and stakeholder communication skills
Ability to explain processes and payment options in straightforward terms
Strong problem-solving skills and judgment to distinguish routine questions from issues requiring escalation
Ability to work independently while collaborating with suppliers, business customers, and internal teams
Reliable follow-through, attention to detail, and focus on service quality and campaign goals
Must be able to work on Blend’s W2 without sponsorship
Must be able to work across U.S. time zones

Benefits

Comp & perks

Health insurance
Vision insurance
Dental insurance
401K plan
Life insurance
Pretax commuter benefits
Supportive team environment
PTO
Disability coverage
Employee Assistance Programs (EAPs)
Spending accounts