Description
Summary of This Role
The Boarding Specialist is responsible for accurately and efficiently onboarding merchant accounts into the Genius Back Office for both Wholesale, US direct and Dealer Agencies. This role focuses on pulling, reviewing and entering merchant data from various sources to ensure a seamless merchant activation experience.
What Part Will You Play?
Retrieve and verify merchant data from multiple partner and internal sources.
Enter, audit and maintain merchants' Genius back office for both Wholesale and US direct accounts.
Configure Value Added Service (VAS) features such as Virtual Terminal (OLO), Invoicing (INV), Dual Pricing, Surcharging and Registers based on merchant type and sales channel.
Confirm that merchant details match across systems (MID, DBA and contact information)
Collaborate with Sales, Dealers and Partner Teams to resolve missing or inconsistent data before account activation.
Ensure all back office setups meet internal and partner standards prior to handoff to Support or activation teams.
Track and document progress of each boarding case using the ticketing system (salesforce or freshdesk).
What Are We Looking For in This Role?
Minimum Qualifications
- High School Diploma or Equivalent
- Typically No Relevant Experience Required
What Are Our Desired Skills and Capabilities?
Strong attention to detail and data accuracy.
Proficient in google sheets, excel and comfortable working across multiple systems
Strong organizational and communication skills
Ability to work independently and meet deadlines in a fast paced environment.
Comfortable navigating multiple systems simultaneously
Travel
This position is primarily data- driven and operational, not customer-facing.
Attention to accuracy and follow through is critical -incorrect setups can directly impact billing, device functions and merchant satisfaction.
