Technical Support & Onboarding Specialist

We are seeking a 𝐏𝐚𝐲𝐦𝐞𝐧𝐭𝐬 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐩𝐞𝐜𝐢𝐚𝐥𝐢𝐬𝐭 to join our growing team at 𝐇𝐄𝐋𝐌 (www.helm.ceo)! This is a remote position where you’ll be working with our client in the software industry.

𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞
As a Payments Application Specialist, you will be responsible for guiding new payment customers through the onboarding process after they’ve completed the sales stage. Your primary focus will be assisting them in setting up their payment software and hardware while ensuring all key merchant details are verified.

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬
⦁ Act as the main point of contact for new payment customers during the onboarding application process.
⦁ Provide guidance on the necessary verification requirements for customers, businesses, and bank accounts, including document submission, application review, and coordination with internal teams to secure approvals.
⦁ Proactively engage customers through outbound calls.
⦁ Assist customers via inbound calls when they need support while logged into the system.
⦁ Use SMS and email communication to keep customers informed and engaged throughout the process.
⦁ Work closely with third-party partners to facilitate and expedite application approvals.
⦁ Assist with setting up and troubleshooting payment hardware during onboarding.
⦁ Collaborate with internal teams to enhance the overall customer experience and streamline processes.
⦁ Stay up to date with industry trends and advancements in payment processing and share insights with the team.
⦁ Contribute to the development and maintenance of onboarding resources and documentation for new customers.

𝐖𝐡𝐚𝐭 𝐖𝐞’𝐫𝐞 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐅𝐨𝐫
⦁ Experience in a proactive, outbound customer engagement role.
⦁ Strong verbal and written communication skills.
⦁ A problem-solving mindset with a strong sense of urgency.
⦁ A customer-first attitude and a passion for helping clients succeed.
⦁ Ability to multitask and manage workloads efficiently in a fast-paced environment.
⦁ Excellent time management and quick decision-making skills.
⦁ Dependable, punctual, and detail-oriented.

𝐋𝐨𝐜𝐚𝐭𝐢𝐨𝐧: 𝐑𝐞𝐦𝐨𝐭𝐞 (𝐜𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐛𝐚𝐬𝐢𝐬) 
𝐖𝐞𝐞𝐤𝐥𝐲 𝐇𝐨𝐮𝐫𝐬: 8am - 5pm EST to MST, 40𝐡𝐫𝐬 𝐩𝐞𝐫 𝐰𝐞𝐞𝐤 (𝐌𝐨𝐧𝐝𝐚𝐲 𝐭𝐨 𝐅𝐫𝐢𝐝𝐚𝐲), 8 𝐡𝐨𝐮𝐫𝐬 𝐩𝐞𝐫 𝐝𝐚𝐲
𝐏𝐚𝐲 𝐑𝐚𝐧𝐠𝐞: $10 - $14 per hour