Operations Analyst

We are looking for an experienced Operations Analyst to join our team. Our ideal candidate is incredibly efficient in managing time and is a results-oriented person with meticulous attention to detail. Success in this role leads to efficient onboarding of new merchant accounts, successful handoff from underwriting to customer service, and overall client satisfaction.


  • Oversee the onboarding lifecycle of new portfolios, including review applications, pricing, risk, documentation, etc. to ensure compliance standards
  • Transition newly onboarded customers to customer service team, working with the newly acquired portfolio processors to establish access for
  • Maintenance and working with acquired portfolio vendors for PCI Support, Equipment, and Gateway migrations
  • Coordinate across departments, such as Sales, Risk, and Support, for successful portfolio acquisition and onboarding.
  • Work with the development team to ensure that systems are functioning properly and to diagnose errors
  • Upsell and upgrade merchants based on their needs and business assessment
  • Submit and fund leases as it pertains to equipment on new merchant accounts
  • Assist portfolio manager with ad hoc projects


  • Superb customer service skills, ability to mediate and resolve issues, communicate with patience and diligence
  • Familiarity with operational items related to merchant processing including fraud prevention, merchant onboarding, lease submission, and customer service
  • Skilled at multi-tasking with the ability to prioritize key deliverables
  • Ability to work in a fluid, fast-paced environment while maintaining meticulous attention to detail
  • A great attitude, an open mind, an eagerness to learn and a willingness to take initiative, no matter the task
  • The ability to learn new things quickly and implement them efficiently
  • Excellent communication and interpersonal skills
  • Advanced level skills in Excel, Word, PowerPoint, and Outlook

Preferred Qualifications:

  • Proven track record of successful portfolio maintenance and upselling
  • Knowledge of card-present and card-not-present payment processing and subscription-based revenue models
  • Knowledge of Point-of-Sale software and payment solutions
  • Strong understanding of payment processing rules, regulations, and industry standards
  • Bilingual in Spanish/English preferred