Associate Revenue Onboarding Specialist - Remote

Company Description

PayNearMe develops technology to facilitate the end-to-end customer payment experience, making it easy for businesses to accept, disburse and manage payments. Our modern and reliable platform lowers the total cost of payments by increasing acceptance rates, driving self-service and simplifying exceptions. We future-proof our clients’ payments roadmap by including all payment types and channels through a single contract and integration.

With PayNearMe, businesses can transform the outdated systems holding them back from achieving progress.

PayNearMe has over 200 employees, raised a $45M Series D round in June 2023, and processes billions in payments annually. Headquartered in Silicon Valley, our team is distributed across the U.S. Join us in solving our clients’ biggest payment challenges.

Job Description

Job Summary: We’re looking for a detail-oriented and motivated Associate Revenue Onboarding Specialist to join our growing client onboarding operations. In this critical role, you will help streamline and scale how we collect, review, and process due diligence materials for new business clients. You’ll support onboarding efforts that directly contribute to company OKRs focused on speed, compliance, and operational efficiency.

You’ll work closely with internal teams and external stakeholders—such as payment processors, card networks, and digital wallet providers—ensuring that onboarding packages are complete, compliant, and submitted on time. We’re especially excited about candidates who are comfortable using AI-assisted tools and structured workflows to improve documentation review, data validation, and process automation.

Due Diligence & Documentation

• Collect and organize Know Your Business (KYB) documentation and supporting materials from new business clients.
• Review submissions for completeness, accuracy, and alignment with underwriting, regulatory, and risk standards.
• Use AI-powered tools (e.g., OCR, smart forms, data matchers) to streamline documentation analysis and identify gaps.
• Collaborate with clients and internal teams to resolve documentation issues quickly and efficiently.

Onboarding Package Assembly

• Compile complete and well-organized onboarding packages for internal and external partner review.
• Coordinate with internal teams (Sales, Legal, Compliance, Project Managers) to gather missing or supplemental documentation.
• Submit documentation to reviewers and partners, including payment processors, card networks, and digital wallet providers.
• Track progress against team OKRs related to onboarding turnaround time, documentation accuracy, and partner SLAs.

Compliance & Partner Coordination

• Ensure all submissions meet regulatory and partner-specific requirements, such as PCI DSS, Nacha, AML, and card network rules.
• Support the development of AI-enhanced checklists and quality control tools to ensure compliance at scale.
• Act as a liaison between onboarding stakeholders and external partners to facilitate a seamless and compliant onboarding experience.

Documentation & System Support

• Maintain accurate records in onboarding and CRM platforms (e.g., Salesforce, Zendesk).
• Organize digital files with appropriate tagging, version control, and access management for audit-readiness.
• Contribute to improvements in onboarding workflows and internal documentation, helping the team meet evolving OKRs around scalability, quality, and automation.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field preferred. Equivalent professional experience will be considered.
• 1–3 years in onboarding, underwriting support, compliance operations, or document management in fintech, payments, or financial services.
• Familiarity with KYB, AML, PCI DSS, Nacha, and other regulatory frameworks.
• Experience supporting structured, audit-ready workflows and working with external partners (e.g., card brands, processors).
• Exposure to AI tools used in business operations (e.g., document automation, smart validation, AI search or review bots) is a plus.
• Excellent attention to detail and organizational skills.
• Strong communication—clear, professional, and client-facing.
• Comfortable working in fast-paced, metrics-driven environments aligned to OKRs.
• Experience with workflow and onboarding tools (e.g., Salesforce, Asana, Monday.com).
• Curiosity and adaptability when working with AI-enabled systems and automation tools.

Additional Information

Benefits

• Base salary per year (paid semi-monthly)
• Fast- paced and professional work culture