Merchant Onboarding Specialist (12-month contract)

As a Merchant Onboarding Specialist at Financeit, your main responsibilities include prospecting new merchants, guiding them through the approval process, and assisting with all necessary documentation. You’ll also consistently communicate with merchants to ensure they feel supported and informed as they begin their journey with us.

To qualify for the Merchant Onboarding Specialist position at Financeit, you should have at least 1+ year of experience in managing business-to-business sales and service relationships. Familiarity with cold calling and CRM systems like Salesforce is essential, along with strong organizational, multitasking, and interpersonal skills.

While bilingualism in French and English is not a strict requirement for the Merchant Onboarding Specialist role at Financeit, it will be considered a valuable asset that can enhance communication with a broader range of merchants in the Canadian market.

At Financeit, you can expect an award-winning work culture that emphasizes collaboration, inclusivity, and respect. We are committed to providing a supportive atmosphere where you can thrive, participate in team activities, and contribute to exciting company initiatives.

Merchant Onboarding Specialists at Financeit enjoy numerous perks, including competitive pay, a performance-based bonus, flexible work arrangements, and engaging wellness programs such as in-office massage and virtual events that foster team spirit and learning.

When answering this question, focus on specific experiences where you successfully onboarded new clients. Highlight the steps you took to ensure a smooth transition, how you managed documentation, and how you maintained communication throughout the process.

Explain your method for prioritizing tasks, emphasizing your organizational skills and ability to multitask. Mention tools you use (like CRM systems) and strategies to maintain clear communication and ensure timely follow-ups.

Discuss your approach to cold calling, including how you research potential leads, how you craft your pitch to engage merchants, and any techniques you use to handle objections or concerns during the call.

Share an example of a difficult conversation you’ve had with a merchant, outlining how you approached the situation with empathy, professionalism, and a focus on finding a common ground or solution.

Highlight the importance of trust, communication, and understanding the needs of the merchant. Discuss how you work to personalize relationships and provide consistent support, making their onboarding experience positive.

Answer by providing a specific instance where you faced compliance challenges during onboarding. Explain the steps you took to ensure compliance and how you communicated with the merchant to resolve the situation effectively.

Mention your experience with CRM tools like Salesforce, communication platforms, and any analytical software that helps you track onboarding progress, manage documentation, and maintain merchant relationships.

Provide details on your organizational strategies. Discuss tools you rely on, like to-do lists, calendars, or project management software, and how these help you keep track of various tasks and deadlines.

Express your belief that proactive communication, quick responses to inquiries, and genuinely caring for the merchant's success are critical components of exceptional customer service in the onboarding process.

Craft your answer to reflect your admiration for Financeit's culture and mission. Discuss how you align with the company's values and how your skills can contribute to the team's success while also enhancing merchant experiences.