Allied Payments is a payment processing company that provides payment solutions for high-risk and hard-to-place businesses. Based in Florida, we primarily serve clients throughout the United States.

We're a small, growing team with two full-time owners and four part-time team members located in the United States, Nepal, and Bangladesh.

As we continue to grow our client base and expand our operations, we're looking for someone who can help streamline our merchant onboarding process, support our clients, and contribute to the long-term success of our business.

About the Role

We're excited to hire a Merchant Onboarding & Operations Specialist to help manage new merchant account applications and coordinate with bank underwriters, clients, and our internal team.

This role combines client onboarding, document management, research, administrative support, and customer service. You'll help ensure merchant applications are complete, accurate, and submitted efficiently while keeping clients informed throughout the process.

Approximately 75% of your time will focus on onboarding new clients, with the remaining 25% dedicated to supporting existing merchants, responding to inquiries, and coordinating with banks and payment processors.

You'll work primarily with our salesperson, who is also a partner and owner of the company, and play an important role in keeping our onboarding and support processes running smoothly.

We're open to candidates with backgrounds in merchant success, payment processing, underwriting, loan processing, legal administrative support, or similar operations roles. Direct payment processing experience is a plus, but we're equally interested in candidates who are highly organized, detail-oriented, and comfortable managing multiple clients and applications.

Please watch our introductory video before submitting your application.

Responsibilities

Manage the merchant onboarding process, from reviewing initial applications to collecting required documents and submitting completed applications to bank underwriters.
Review merchant applications for accuracy, completeness, and discrepancies, and work with applicants to obtain missing information.
Act as the primary point of contact between merchants, banks, and underwriting teams, providing updates and answering questions throughout the application process.
Track pending applications, follow up with merchants and banking partners, and proactively re-engage applicants who have become unresponsive.
Maintain accurate merchant records, application statuses, documents, and account updates using ActiveCampaign, Trello, and other internal systems.
Assist with prequalifying merchant applications, coordinating soft approvals, and responding to additional requests from underwriters.
Provide ongoing support to existing merchants via email and phone, including opening support tickets, coordinating with banks, and following issues through to resolution.
Identify opportunities to improve onboarding processes, internal workflows, and overall operational efficiency.

Who You Are

2+ years of experience in merchant onboarding, payment processing, underwriting support, loan processing, legal administrative support, or a similar administrative or operations role.
Fluent in English and Spanish, with advanced written and verbal communication skills.
Highly organized and detail-oriented, with experience managing multiple applications, documents, and deadlines.
Comfortable communicating directly with clients, banks, and other business partners via email, phone, and text.
Proactive about following up with clients, collecting missing information, and keeping applications moving forward.
Proficient with standard business software, including Google Workspace, Microsoft Office, and CRM or project management tools.
Comfortable conducting online research, preparing documents, and learning new systems and processes.
Able to work independently, prioritize tasks, and resolve client issues without constant supervision.
Customer-focused, dependable, and comfortable working in a small, growing company.
Experience in payment processing or sales is a plus, but not required.
Reliable high-speed internet and a quiet workspace for professional client calls.

Software & Tools

You'll use a variety of tools to manage applications, communicate with clients, and keep our operations organized, including:

Google Workspace: Gmail, Google Drive, Docs, and Sheets
Microsoft Office: Word, Excel, and PowerPoint
Document Management: Adobe Acrobat Pro and Box
CRM & Project Management: ActiveCampaign and Trello
Communication & Support: Slack, Dialpad, and Freshdesk
Additional Tools: AI tools, Grammarly, Proton Pass, and other business software. Must have an iPhone or an Android cell phone (less than 4 years old)

Experience with every platform is not required, but you should be comfortable learning new systems and adapting to different technologies.

Why This Is Great For You

Fully remote, full-time independent contractor position
Monday–Friday, 40 hours per week
Working hours aligned with the U.S. Time zones
$1,500-$2,500 USD per month, depending on experience
Flexible daily schedule, with the ability to adjust breaks and working hours while completing a full workday
PTO
Small, supportive team with direct access to the company's founders
Opportunity to participate in monthly profit sharing after 3 months

Growth Opportunities

We're a growing company with plans to expand our team and increase our marketing efforts over the next few years.

This is a great opportunity for someone who enjoys taking ownership of their work, building relationships with clients, and improving processes.

As our business grows, we'll look to promote strong performers into leadership and management positions.

If you're organized, proactive, and enjoy helping businesses navigate important financial processes, we'd love to hear from you!

Allied Payments asks respectfully to only apply through the application form and not email/apply to them directly. Recruiters and Agencies please do not Allied Payments contact directly.

Merchant Onboarding & Operations Specialist