Boarding & Applications Specialist

Daxko powers health & wellness throughout the world. 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.

As a Boarding and Applications Specialist, you will coordinate a seamless and accelerated merchant application and approval process for our Payments customers. You will serve as a liaison between our merchants and our processing partner in order to capture processing account approvals. You will also work closely with our Launch and Implementation teams to ensure that merchant accounts are approved in advance of software launch dates.

The Boarding and Applications Specialist reports to the Team Lead, Boarding and Applications.

Your Responsibilities:

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  Coordinate with the Sales team to capture required pre-application data
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  Collect required application documentation from merchants
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  Perform initial underwriting checks in accordance with processor / vendor KYC guidelines
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  Accurately board new merchant accounts to ensure first entry approval
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  Liaise between the merchant and processors to secure application approval
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  Review merchant accounts, investigate and diagnose merchant account configuration issues
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  De-escalate situations involving dissatisfied merchants and offer patient assistance and support
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  Build strong relationships with internal teams to meet launch expectations
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  Maintain a thorough understanding of processor/vendor products, platforms, and systems
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  Serve as a Daxko payments-related products and services expert
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  Follow all organizational compliance policies and standard operating procedures
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  Consistently exceed weekly, monthly, and quarterly key performance indicators.
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  Effectively collaborate with team members at all levels in the organization.

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  Three (3) years of Customer Service experience
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  Four (4) years of experience working with credit card processing, ACH processing, banks and / or fintech companies
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  Expertise in Daxko s payments related products and services
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  A proven ability to build strong collaborative working relationships with business partners
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  Excellent communicator able to convey complex ideas succinctly
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  Exceptional customer service skills including patience and empathy
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  Critical thinking and problem solving skills
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  Strong computer and multi-tasking skills
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  Ability to work independently, manage time effectively, prioritize and take initiative
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  Ability to work effectively in a fast-paced, high-volume environment
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  Strong attention to detail
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  Bachelor s Degree
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  Demonstrated ability to effectively manage complex financial projects
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  Demonstrated ability to effectively manage customer escalations

Bonus Points for:

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  Bachelor s degree
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  Four (4) years of Customer Service experience
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  Five (5) years of experience working with credit card processing, ACH processing, banks and / or fintech companies
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  Familiarity with First Data Merchant Services
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  Expertise in relation to credit card processing applications, risk, reserves, and compliance

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, benefits, and great perks. These perks are only for our full time team members. Some of our favorites include:

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