Onboarding Specialist

Guiding Merchants from Sales Close to Go-Live Full-Time | Fenton, MO or Remote FLEX Payment Solutions is seeking an organized, highly motivated, and detail-oriented Onboarding Specialist to join our growing team. This is a newly created position — a chance to help build, develop, and improve our onboarding processes as the role evolves. You'll report to our Director of Compliance (a reporting structure that may change as the Compliance team grows), and you can work from our Fenton, MO office or remotely. About The Role You’ll guide each new Merchant through onboarding — from Sales close, through completing the FLEX application, to full approval and activation. You’ll be the Merchant’s primary point of contact for applications and documentation, make sure every file is complete and accurate before it goes to Underwriting, and keep our Sales team informed of progress through Hub Tracker. (This role is not responsible for negotiating Merchant fee schedules.) What You’ll Do Set expectations — explain the application process and why each piece of documentation matters. Collect and review — coordinate Merchant documentation and review every application for completeness, accuracy, and consistency before Underwriting. Solve problems — work with Merchants, Underwriting, and Sponsor Banks to resolve questions and documentation issues. Keep everyone in the loop — monitor applications, communicate status, and provide daily updates to Sales, Risk, and Management. Manage the pipeline — own open pre-Underwriting tickets in FLEX CRM and track key metrics like Time-to-Approved and Time-to-Live. Make it better — spot trends and bottlenecks, then design and implement new onboarding processes with our internal teams. What You’ll Bring 3+ years of experience in Merchant onboarding, implementation, project management, payments, or fintech Exceptional attention to detail and strong organizational skills Excellent written and verbal communication skills for both internal teams and Merchants Comfort working in a CRM environment Strong problem-solving skills and the ability to juggle multiple applications and priorities Independence and ownership — you're comfortable building processes in a newly created role An eye for process improvement and the ability to use data and reporting to drive change Nice to Have Experience in the payments or fintech industry Working knowledge of ACH, Merchant Processing, Pay-by-Bank, and RTP IRIS CRM experience How Success Will Be Measured Success is measured through both your individual performance and improvements to the overall onboarding process, including: Time from file submission to Risk through approval and go-live Percentage of files accepted by Risk on the first submission Merchant activation rate — the percentage of Merchants processing within an established period after go-live Reduction in incomplete or inaccurate application submissions Process improvements successfully implemented and adopted by the team Effective communication and coordination between Sales, Risk, Underwriting, Sponsor Banks, and Merchants Compensation & Benefits Discretionary bonus opportunities Flexible Spending Account (FSA) Dental, Medical, Vision, Long-Term Disability, and Life Insurance 401(k) with a 3% company contribution, plus optional employee contributions Paid Time Off 10 paid holidays, plus an additional paid day for your birthday Employee Assistance Program Cell phone allowance About FLEX Payment Solutions FLEX Payment Solutions is a Financial Technology industry leader providing electronic payment processing solutions through an exclusive network of banking partners and innovative in-house technologies. Headquartered in the St. Louis, MO area, FLEX began offering electronic payment processing solutions to businesses in February 2017. Since then, FLEX has processed $5B in total payments and has been honored as an Inc. 5000 list member for five consecutive years (2021–2025). To learn more, visit If you take pride in getting details right and helping new Merchants get up and running, we'd love to hear from you! #J-18808-Ljbffr PH FINANCIAL SERVICES LLC