Merchant Boarding Associate

The Merchant Boarding Associate is responsible for enrolling all new client accounts on to the TrustCommerce system, as well as providing ongoing technical and administrative support involving account configurations.

About the Company

Sphere, powered by TrustCommerce, is a leading provider of end-to-end integrated payments, security software, payments gateway and merchant acquiring products and services. Sphere serves a variety of companies from large, complex enterprises to small local businesses across a range of end-markets, including healthcare, restaurant, retail, parking, education, transportation, and insurance. We offer a dynamic, fast-paced environment where we are dedicated to helping our employees succeed, as well as offer a generous benefits package including a no-waiting-period health insurance program.

Position Summary

Under the direction of the client Services Manager, the Merchant Boarding Associate is responsible for enrolling all new client accounts on to the TrustCommerce system, as well as providing ongoing technical and administrative support involving account configurations (e.g., add-on services, merchant account changes, and equipment orders).

The individual will work with the Sales and Business Development team to identify and collect the necessary information and paperwork for new accounts, work closely with merchant banks and reseller partners to receive required banking information, and board accounts.

The individual will also be responsible for responding to customer service inquiries related to merchant banking and account configurations, as well as calls from bank representatives regarding clients’ accounts.

Essential Functions

  • Maintains relationships with banking representatives and reseller partners in order to configure and support client accounts efficiently and effectively
  • Provide support to merchants and bank representatives regarding banking-related issues as well as technical issues involving clients’ banks and/or setup configurations
  • Enroll new accounts in accordance with service level agreements
  • Processes account changes and updates as needed
  • Maintains in-depth knowledge of TrustCommerce products and services
  • Works closely with the Product and Technology department for issues related to new account setups, as well as with the Sales and Account Managers to maintain existing client relationships
  • Escalates sales and technical issues as necessary
  • Align all work to company Mission, Values and Vision

Knowledge, Skills, and Abilities

  • Impeccable communication skills, both verbal and written
  • Clear, confident, telephone manner
  • Be dedicated, reliable, details and solutions oriented
  • Must thrive in a fast-paced, dynamic and diverse environment
  • Strong influence and leadership skills
  • Must possess the highest level of integrity, professionalism and excellence
  • Practical experience with computer programs such as Microsoft Office

Minimum Qualifications

  • High School diploma or equivalent
  • 2+ Year(s) in enrollment and billing, customer service, data entry, account management, or sales
  • Experience and knowledge of the Electronic Payments and Risk Management  Industry a plus

Location: Santa Ana, CA

Note: Successful applicants must submit to a pre-employment background check and drug screen

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