Company Overview

We are seeking a dedicated Merchant Onboarding Assistant to assist our Services Department with full-cycle onboarding using Microsoft Dynamics CRM to join our team in the future (next few months). This role is pivotal in ensuring that all merchant accounts remain up-to-date and can be swiftly reviewed and approved. In addition, this role ensures merchants are supported through the onboarding process at various milestones until they are ready to go live with AptPay's services.

Role Requirements

This is a hands-on role. System training is provided, but the successful candidate must have a work ethic to meet deadlines, learn, adapt and grow. A friendly, professional and approachable demeanour to work seamlessly with the team is essential. This rewarding role contributes directly to business growth and success.

Key Responsibilities

- Date Input: accurately fill out the required details in the CRM system, reflecting the information provided by the merchants during the application process.
- Document Management: Upload all necessary merchant documentation into Microsoft Dynamics. Update internal documents (training guides and documents) as processes evolve.
- Application Verification: Review merchant applications in detail, ensuring all required fields are filled out by the Merchant, and that the required supporting documents (such as IDs, bank statements and licenses) are current.
- Data Accuracy: Ensure the highest level of accuracy and completeness in data entry, minimizing discrepancies and supporting a seamless review process.
- Collaboration: Work closely with the service delivery, compliance, sales/business development and development/technology teams to address any queries or missing information, facilitating prompt communication between all parties involved.




- Client Outreach: Reach out to existing clients (merchants) for information and guide clients through various account status milestones.
- Reporting: Pull and filter data reports for senior executives to aid in decision-making and business reporting.

Qualifications

- Proficiency in Microsoft Dynamics CRM or similar CRM software preferred (training will be provided).
- An interest or previous experience or understanding of the fintech industry, specifically payment processing is an asset.
- Strong Microsoft Office skills (Word, Outlook, Excel, Teams).
- Solid attention to detail and organizational skills.
- Able to read, comprehend and input information in English, such as names, dates and numbers accurately.
- Enjoys conducting repetitive data entry and can navigate fields on a computer screen.
- Able to reach process docs and workflow diagrams.
- Excellent communication and interpersonal abilities.
- Strong customer service skills and able to respond professionally to clients.
- Able to work to time-sensitive deadlines and requests.
- Willing to follow established procedures and learn and adapt as processes evolve.
- An interest in business development and customer relations is a plus.

Pay: $20.00-$22.00 per hour

Benefits:

- Casual dress
- Dental care
- Extended health care
- Vision care
- Work from home

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Do you have any experience in the payment processing industry?
- What interests you about this role?
- When would you be willing to start?

Experience:

- CRM software: 1 year (preferred)
- Data entry: 1 year (required)
- Microsoft Office: 1 year (required)

Work Location: Hybrid remote in Toronto, ON

📌 Merchant Onboarding Specialist (Toronto) (Canada)
🏢 AptPay
📍 Canada