Merchant Operations Specialist

North

. Manage intake of new product account boards from external partners and internal sales, ensuring software, pricing, and request details are set up .

Posted 10/5/2026full-timeRemote • United StatesJuniorMid-Level💰 $48,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing customer onboarding and support processes, with a strong focus on enhancing customer engagement and resolving escalated issues. Proven ability to collaborate across departments and maintain high standards of service in a B2B environment.

Highest-signal resume keywords

Merchant Customer ServiceProcess EfficiencyCustomer OnboardingInterpersonal SkillsAccountability

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pricing ManagementIssue ResolutionKnowledge ManagementRoot Cause AnalysisProcess Documentation

Soft Skills

Attention to DetailIntegrityCustomer ServiceCollaborationPlanning and Prioritization

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

B2BSales SupportCustomer EngagementEscalated IssuesHigh-Touch Service

About the role

Key responsibilities & impact

Manage intake of new product account boards from external partners and internal sales, ensuring software, pricing, and request details are set up
Facilitate onboarding and training for new partnerships
Review and manage pricing quotes with the internal sales team and PayTrace customers
Communicate underwriting and risk matters to sales teams when supporting new merchants or partner boards
Maintain working knowledge of company applications and products to enhance customer engagements
Manage and respond to escalated product or feature issues from sales teams
Provide proactive, high-touch service to high-value customers
Collaborate with sales and cross-functional departments to identify, report, and resolve escalated customer issues
Maintain department SLAs by managing activation of new business and supporting efficient customer onboarding
Manage knowledge-base content and communicate updates
Investigate root causes of sales-support issues and identify improvement solutions
Assist in developing and documenting processes and procedures

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
2+ years of experience in merchant customer service and processing, preferably in the B2B space
High standards of honesty and integrity
Strong attention to detail
Process-efficiency focus
Strong interpersonal skills and high levels of customer service for internal and external partners
Ability to identify and seize opportunities for synergy and integration
Ability to establish clear responsibilities and processes for monitoring work and measuring results
Accountability for self and others
Ability to plan and prioritize work to meet commitments aligned with organizational goals
Up to 10% travel

Benefits

Comp & perks

Equal-opportunity employer
Travel requirements up to 10%