Client Onboarding Associate

Our client is a Payments and Growth Partner dedicated to supporting ambitious businesses. They facilitate commerce by offering top-tier payment processing, proactive partnership, and growth resources. Their merchants operate in industries often underserved by other processors, and they select us because they value direct, personalized communication with a dedicated representative.
WHAT YOU WILL DO:
Apply directly on CazVid.
TOOLS YOU WILL USE:GoHighLevel (CRM), the company's Onboarding Hub and secure upload portal, Microsoft Teams, SharePoint, Outlook, Slack, and Claude. This role does not have access to processor portals
WHO YOU ARE:
Strong English, spoken and written: You speak clearly and write short, correct messages.At home on the phone: You pick up the phone first, and merchants enjoy talking to you. You bring energy to every call and can handle a busy business owner who wants to hang up.Detailed: You notice when a legal name or an address differs between two documents.Organized across many people: You track dozens of merchants and work with Sales, Onboarding, and Customer Success in the same day without dropping anyone.Persistent: You follow up on the fifth day as cheerfully as the first.A problem solver: You try two or three fixes yourself before you escalate, and you bring a recommendation along with the problem.Comfortable with AI tools: You use tools like ChatGPT or Claude in your daily work and want to use more.Available for U.S. hours: You can work through 5 PM Pacific to reach West Coast merchants.
Nice to have: experience in payments, finance, or loan or account onboarding; experience with GoHighLevel or another CRMBenefits
Fully remoteWeekly payPaid vacation and holidaysHealth and learning stipendsAccess to AI training and toolsClear paths to advancement