Partner Onboarding Coordinator

Job Description

Job title: Partner Onboarding Coordinator

Reports to: Director, SMB Acquiring

Department: Partner Onboarding Training

Location: Alpharetta, GA (Hybrid) or Remote

Grade: 14

Our Company:

Priority Technology Holdings, Inc. is a leading financial technology company that specializes in providing integrated payments and banking solutions. Our innovative native platform empowers businesses to effortlessly collect, store, and send money in a scalable manner. We are committed to revolutionizing the way companies handle their financial transactions by offering cutting-edge technology and exceptional customer service.

Job Summary:

As a Partner Onboarding Coordinator, you will be responsible for overseeing and managing the new partner onboarding process for Priority. The Partner Onboarding Coordinator is solely responsible for ensuring that each Priority Partner (ISO Partner, ISV Partner, Referral Partner) is trained on Priority’s systems, is provided with relevant materials and support documentation, and facilitates any initial requests that a partner may have during the 90 day onboarding period.

Responsibilities:

  • Directly train new partners on MX Connect, including Account Boarding, Cases, Reporting, and Compensation.
  • Formally introduce new partners to Priority products, including MX Merchant, e|tab, Wix, Ovvi, and other relevant products and services that the partner can leverage and monetize.
  • Actively work with new partners to achieve partner activation (5+ Accounts in 90 Days)
  • Maintain detailed and accurate activation reporting.
  • Audit partner compensation and ensure the partner has full understanding of our compensation model and reporting before transitioning.
  • Ensure that all new partners are supported in all aspects of their initial interactions with Priority, including but not limited to Underwriting, Risk, Deployment, Customer Service, and all other relevant interactions.
  • Coordinate the transition of the new partner after the activation period from the onboarding team to the RM team, and provide context behind recommended assignments or PSM management consideration.

Minimum Requirements:

  • At least two years of experience as a relationship manager in the Bankcard industry.
  • Must enjoy working in a sales and service environment that moves at a fast pace.
  • Developed understanding of the financial technology industry, including the basics of credit card processing process and logic.
  • Understanding of the sales partner residual compensation model, calculations, and common issues that may occur.
  • Strong communication skills (written and verbal).
  • Proficiency in Microsoft Office and Google Drive.
  • Comfortable managing and adhering to processes.
  • Demonstrated excellent accuracy and attention to detail.
  • Must have good multi-tasking and problem-solving skills.
  • Works well in a team environment, with the ability to function with professionals internally and externally at all levels.
  • Ability to listen, communicate, and interpret client’s needs and objections.
  • Ability to de-escalate situations, and drive meaningful resolutions.
  • Experience in Excel/Sheets completing basic financial analysis or formula-based calculations.

Compensation and Benefits:

  • Compensation range – $56,000 – $62,000
  • End of Year Discretionary Bonus
  • Unlimited PTO after year 1 (3 weeks to start)
  • Medical, Dental & Vision
  • 401k Match
  • Education Expense Reimbursement
  • Gym Membership Reimbursement
  • HSA and FSA
  • Employee assistance program (EAP)

Traditional Physical Requirements

  • Requires prolonged sitting, standing, bending, stooping and stretching.
  • Requires the ability to lift 10 pounds.
  • Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction).