About the role
Sub-Merchant Boarding Specialist
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit .
Job Details:
We are seeking a highly skilled and results-oriented Sub-Merchant Boarding Specialist to support Payment Operations. This role will play a key part in advancing InvoiceCloud’s mission to drive digital transformation for clients and enhance customer engagement.
The ideal candidate operates as a proactive, trusted partner—capable of managing complex onboarding scenarios, collaborating across teams, and maintaining the high standards of professionalism and operational excellence that define InvoiceCloud’s culture.
Success Profile:
This role is anchored in our company’s core competencies. These competencies reflect the mindsets and behaviors that define success in this role. Below is how each competency translates into meaningful impact and outcomes for this position.
Takes Ownership
- Perform end-to-end onboarding for mid-tier MRR billers, ensuring accuracy, completeness, and timely execution
- Support multi-entity and more complex configuration setups, managing dependencies and ensuring proper system alignment
- Process price changes, configuration updates, and maintain accurate supporting documentation
- Provide guidance to Sub-Merchant Boarding Specialist I team members on standard workflows and onboarding practices
Customer-Centric
- Coordinate with internal teams and external partners to resolve onboarding issues and ensure a seamless customer experience
- Conduct research on boarding discrepancies, funding issues, or setup-related inquiries to support timely resolution
- Ensure onboarding activities align with customer needs while maintaining compliance and operational standards
Results-Driven
- Ensure ongoing adherence to compliance, operational standards, and audit requirements across all onboarding activities
- Identify opportunities to improve onboarding accuracy and turnaround time through process improvements
- Effectively leverage AI-driven tools to identify configuration risks, inconsistencies, or missing data and improve onboarding quality
- Review and interpret AI-generated insights, identify false positives or limitations, and provide feedback on automation gaps or improvement opportunities
Requirements
- Bachelor’s degree or equivalent experience in operations, payments, or financial services
- 2–5 years of experience in onboarding, implementation, or operational roles
- Strong analytical and problem-solving skills
- Solid understanding of payment flows, banking configurations, and fee structures
- Ability to make sound decisions within established policies and controls