About Us

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. We’re confident that, at CardX, you’ll have one of the best professional experiences offered anywhere: members of our team work directly with stakeholders and are regularly in the driver’s seat on high-profile client opportunities and relationships. On our team, you’ll be supported by talented colleagues who share your winning mentality and are, like you, energized by excellent work.

Position Details

As a Customer Onboarding Specialist, you will own a critical early phase of the customer lifecycle by onboarding CardX’s new clients. You will be responsible for rapidly understanding each client’s business needs, training them on our platform, and ensuring a successful customer launch. As part of a newly created team, you will have the opportunity to shape how we support our clients and influence our onboarding strategy for future clients.

What You’ll Do

• Lead clients through the onboarding process, ensuring a high overall customer satisfaction and minimizing churn
• Lead new client trainings over Zoom
• Follow up with our clients by phone and email to understand any roadblocks and to help them overcome any obstacles
• Develop a deep understanding of the CardX products to recommend the software’s features and functionality that meet clients’ specific business needs
• Partner with internal teams to ensure client needs are being met, including working with other CardX teams, including Operations, Sales, and Technology
• Consistently bring creative ideas and solutions to the team on how to improve the client experience

What You’ll Need

• Bachelor’s degree required
• 1-3 years of experience in onboarding, implementation, or customer success
• Passionate about providing an exemplary customer experience
• Ability to work independently as well as in a team environment
• Ability to multitask, prioritize, and manage time effectively
• Excellent written and interpersonal communication skills
• Must be extremely detail-oriented and customer-centric
• Ability to navigate organizational growth and excel in a fast-paced environment