Nuvei
Payments that accelerate your business
Partner Operations Coordinator
Location
United States
Posted
29 days ago
Salary
Not specified
2 yrs expEnglish
Job Description
• Coordinate ACH merchant and partner onboarding workflows, ensuring required applications and documentation are complete and internal onboarding prerequisites are met prior to Relationship Manager assignment.
• Manage the internal submission, validation, and tracking of ACH merchant and partner applications to ensure accuracy and completeness.
• Serve as the primary internal coordination point during onboarding across cross-functional teams to support readiness for RM engagement.
• Monitor and triage inbound inquiries received through the shared sales inbox, performing initial screening and routing to the appropriate owner.
• Schedule and lead initial onboarding calls with partners to walk through processes and capture requirements, with assigned RMs present.
• Own post-call follow-up execution, including preparation and distribution of onboarding summaries, coordination of documentation requests, and tracking of internal action items.
• Prepare and distribute standardized ACH document packages, agreements, applications, and onboarding materials.
• Manage and maintain partner-specific ACH application templates, including custom pricing and configuration fields, ensuring alignment with approved commercial inputs and centralized control.
• Maintain and coordinate updates to ACH agreements, applications, reference documentation, forms, and external-facing materials in collaboration with Marketing, Product, Legal, and Operations, ensuring accuracy and organized storage.
• Serve as an internal point of contact for day-to-day ACH process and documentation questions, escalating policy, pricing, or exception requests as appropriate.
• Collaborate with Learning & Development and other stakeholders to maintain accurate, version-controlled ACH content within the Nuvei Info Center and other internal knowledge repositories.
• Prepare and maintain routine operational reports related to onboarding status, documentation completeness, and pipeline activity to support visibility and coordination.
• Identify recurring issues, process gaps, or inefficiencies within onboarding and partner operations workflows and recommend improvements to enhance consistency and execution efficiency.
Job Requirements
- Strong organizational and prioritization skills
- Knowledge of CRM systems and onboarding/partner operations workflows
- Strong problem-solving and written/verbal communication skills
- Proficiency in Excel, Word, PowerPoint, and Outlook; familiarity with PDF editing tools preferred
- Experience in partner enablement content, documentation management, and cross-functional projects (preferred)
- 2yrs+ payments or fintech industry experience (preferred)