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Merchant Application Specialist

PHL Remote

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

 

 

 

General Summary:

The Merchant Application Specialist is responsible for ensuring an excellent experience for our partners from initial sale through to adoption and utilization of a Payments product. This role works in partnership with the Merchant Operations team to ensure the merchant application process is successful internally and externally.

Essential Duties and Responsibilities:

  • Provides support to the Merchant Operations team, with a high attention to detail
  • Researches, analyzes, and documents findings 
  • May influence others within the Merchant Operations team through the explanation of facts, policies, and practices 
  • Ensures all necessary documentation for merchant application is complete before submission to GPI 
  • Facilitate communications and information transfer between partner and external payment processor to ensure a merchant account is approved for the partner 
  • Manages and reports escalations for both partners and third parties 
  • Follows a range of internal processes and uses multiple systems to ensure successful partner onboarding 
  • Meets with partners to assist in the activation of their products 
  • Responds to partner inquiries in a timely and accurate manner 
  • Ensures internal and external documentation is up to date

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to work independently on projects and processes with general supervision
  • Practical knowledge of applicable work area 
  • Ability to situationally adapt and understand new technology/processes as per partner requirements 
  • Highly analytical and data-driven mindset
  • Excellent time management and organizational skills 
  • Self-motivated and calm under pressure 
  • High attention to detail 
  • Exceptional Customer Service via phone, email and virtual meetings

Educational/Vocational/Previous Experience Recommendations:

  • Bachelor’s degree required in related field or equivalent business experience
  • 2+ years of related experience
  • Preferred: Knowledge of Salesforce, Case Management, ConnectWise PSA
  • Preferred: Experience working in the payment secto

Working Conditions:

  • Hybrid/Remote/On-Site depending on location
  • 0-10% travel may be required

 

ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.

The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at talentacquisition@connectwise.com or 1-800-671-6898.

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