Boarding and Applications Specialist Jobs

Daxko

Location:
United States, Birmingham

Category:
IT - Administration

Contract Type:
Not provided

Salary:

45000.00 - 53783.28 USD / Year

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Job Description:

As a Boarding and Applications Specialist, you’ll play a key role in creating a smooth, efficient merchant onboarding experience for our Payments customers. You’ll be the connective force between merchants, internal teams, and our processing partners—ensuring every account is accurately set up, approved on time, and ready for a successful software launch.

Job Responsibility:

Partner with Sales to gather pre-application information
Collect and verify required merchant documentation
Perform initial underwriting checks following processor/vendor KYC guidelines
Accurately board new merchant accounts to increase first-entry approval rates
Serve as the liaison between merchants and processors to secure timely approvals
Troubleshoot and resolve merchant account configuration issues
Support and de-escalate situations with frustrated merchants using patience, clarity, and empathy
Build strong collaborative relationships across internal teams to meet launch timelines
Maintain expert-level knowledge of processor/vendor products, platforms, and systems
Become a trusted expert on Daxko’s payments products and services
Follow compliance policies and established SOPs with precision
Meet and exceed weekly, monthly, and quarterly performance goals
Collaborate effectively with team members across all levels of the organization

Requirements:

Bachelor’s degree
2+ years of customer service experience
1+ year working with credit card processing, ACH processing, banks, or fintech
Proficiency with PC tools and systems
Demonstrated success managing complex financial or operational projects
Experience resolving customer escalations

Nice to have:

3+ years of customer service experience
2+ years working with credit card or ACH processing, banks, or fintech
Familiarity with First Data Merchant Services
Experience with credit card processing applications, risk, reserves, and compliance

What we offer:

Flexible paid time off
Affordable health, dental, and vision insurance options
Monthly fitness reimbursement
401(k) matching
New-Parent Paid Leave
Casual work environments
Remote work

Additional Information:

Job Posted:
December 08, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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Boarding and Applications Specialist