CardX is a payment technology company that’s changing the way businesses accept credit cards. We’re focused on introducing more options for consumers, delivering automatic compliance through software solutions, and making payments more fair for everyone.

Our core values are positivity, respect, and excellence. At CardX, you’ll have the opportunity to define new processes in a rapidly-growing company, build your expertise in payments and financial technology, and work closely with the industry-leading businesses that use CardX. 

On our team, you’ll be supported by talented colleagues, have great opportunities for career development, and work in a fun, high-energy startup environment. This position will allow you to rapidly grow and nurture your client-facing communication, time management, and documentation abilities.

The day-to-day responsibilities of the Client Onboarding Specialist role include managing account setup and configuration, coordinating and conducting training sessions, and assisting clients with setup-related questions via phone and email to ensure successful adoption and usage of the product. 

Candidates who excel at customer service-oriented verbal and written communication, are motivated by problem-solving, and aspire to professional excellence will thrive in this role.

This position does not require any prior experience in payments or banking, but a Bachelor’s Degree is preferred.

What to Expect

• Enthusiastically train new clients on the CardX products via virtual meeting tools (Zoom, Skype)
• Build client accounts with information received from our bank partners
• Send onboarding emails to clients who have signed up for our serviceFollowing up with clients to help them begin using the product over the phone
• Collaborate with other members of the CardX Operations team to resolve new client inquiries
• Document new client inquiries and issues
• Update the CardX customer relationship management database (CRM) with client information, statuses, and settings
• Occasionally respond to inbound client support requests by phone and email