Boarding and Applications Specialist

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. This role is perfect for someone who loves solving problems, building relationships, and helping customers feel confident and supported throughout the application process.

Must Have

• 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
• 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

Good to Have

• Bachelor’s degree (if not already met above)
• 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

Perks & Benefits

• 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

Company Description

Daxko powers wellness to improve lives. Every day our team members focus their passion and expertise in helping health & wellness facilities operate efficiently and engage their members.

Whether a neighborhood yoga studio, a national franchise with locations in every city, a YMCA or JCC--and every type of organization in between--we build solutions that make every aspect of running and being a member of a health and wellness organization easier and delightful.

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.

This role is perfect for someone who loves solving problems, building relationships, and helping customers feel confident and supported throughout the application process.

You’ll report to the Team Lead, Boarding and Applications.

What You’ll Do

• 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

No travel or budget management required.

Qualifications

What You Bring

• Expertise (or the ability to quickly gain expertise) in Daxko’s payments products
• Strong relationship-building skills
• Outstanding communication—able to explain complex information in a clear, concise way
• Exceptional customer service skills with a focus on patience, empathy, and problem solving
• Sharp critical thinking and troubleshooting abilities
• Strong multitasking and computer skills
• Ability to work independently, stay organized, and prioritize in a fast-paced environment
• High attention to detail

Education & Experience Required

• 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

Preferred Qualifications

• Bachelor’s degree (if not already met above)
• 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

Additional Information

The the pay range for this role is $45,000 - $53,783.28 annually. Where you fall within the pay range is based on how you demonstrate the attributes and competencies required for the role. We mostly reserve the upper half of our compensation bands for internal growth. In addition to base salary, we offer a comprehensive benefits package, performance-based incentives, and opportunities for growth.

#LI-Remote

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, and benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include:

• 🏝 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

All your information will be kept confidential according to EEO guidelines.