What are the responsibilities and job description for the Customer Onboarding Specialist - Credova Team position at PublicSquare?
Values at PublicSquare, Credova, and EveryLife:
The Onboarding Specialist will work closely with merchants throughout the onboarding process, helping them integrate payment solutions, troubleshoot common issues, and ensure a smooth go-live experience. You'll also collaborate with internal teams to drive merchant adoption and improve onboarding efficiency.
Responsibilities
Merchant Support & Onboarding
- We are united in our commitment to freedom and truth - that's what makes us Americans.
- We will always protect the family unit and celebrate the sanctity of every life.
- We believe small business and the communities who support them are the backbone of our economy.
- We believe in the greatness of this Nation and will always fight to defend it.
- Our Constitution is non-negotiable - government isn't the source of our rights, so it can't take them away.
The Onboarding Specialist will work closely with merchants throughout the onboarding process, helping them integrate payment solutions, troubleshoot common issues, and ensure a smooth go-live experience. You'll also collaborate with internal teams to drive merchant adoption and improve onboarding efficiency.
Responsibilities
Merchant Support & Onboarding
- Guide merchants through the onboarding journey, from contract signature to full activation.
- Provide clear instructions on platform setup, compliance requirements, and integration steps.
- Respond to merchant inquiries via email, phone, and live chat, ensuring timely support.
- Assist merchants in connecting our payment solutions to their e-commerce platforms (BigCommerce, WooCommerce, Magento, etc.).
- Troubleshoot common integration and technical issues.
- Escalate complex cases when necessary.
- Work cross-functionally with Sales, Customer Success, and Product teams.
- Ensure a seamless merchant experience.
- Ensure all required documentation and compliance checks are completed before merchant activation.
- Educate merchants on best practices for maximizing BNPL/payment performance.
- Maintain detailed onboarding records in CRM systems (HubSpot, Zendesk, or similar).
- Identify common onboarding challenges and recommend improvements.
- Contribute to internal knowledge base articles and training materials.
- Support team initiatives aimed at improving merchant activation rates and overall experience.
- Bachelor's degree or equivalent work experience preferred.
- 0-2 years of experience in customer support, onboarding, fintech, payments, or e-commerce (internships or part-time experience welcome)
- Strong verbal and written communication skills.
- Basic understanding of e-commerce platforms (BigCommerce, WooCommerce, Magento) is a plus.
- Ability to manage multiple tasks in a fast-paced environment.
- Familiarity with CRM and support tools (HubSpot, Salesforce, Zendesk, etc.).
- Passion for fintech, payments, and helping businesses succeed.