Onboarding Specialist

• 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.

Explore Merchant Onboarding Coordinator at Assistant Launch. Review requirements and application details.