At a Glance
- Tasks: Manage onboarding and technical implementation for new Bill & Pay accounts.
- Company: Join Payroc, a leader in fintech solutions, dedicated to innovative payment processing.
- Benefits: Enjoy remote work flexibility and a supportive, inclusive workplace culture.
- Why this job: Be part of a dynamic team, enhancing customer experiences and driving impactful change.
- Qualifications: 1+ years in customer onboarding or technical support, preferably in fintech.
- Other info: Work hours are 2 PM - 10:30 PM; perfect for students seeking flexible schedules.
The predicted salary is between 28800 - 43200 £ per year.
The Bill & Pay Implementation Specialist is responsible for managing the end-to-end onboarding and technical implementation process for new Bill & Pay accounts. This role ensures that each account is fully configured, tested, and supported through activation, with a strong focus on platform setup, customer training, AR integration, and transactional readiness. The ideal candidate has a strong operational mindset, technical acumen, and the ability to guide customers through a high-touch onboarding experience while juggling multiple accounts in progress.
Key Responsibilities
- Account Boarding & Setup
- Collaborate with the Deployment/Operations team to confirm account readiness for onboarding.
- Initiate new account setup in the Bill & Pay platform.
- Create implementation tickets and track status through completion.
- Schedule and host implementation meetings.
- Guide merchants through initial configuration, including admin login access and defined user roles, customization of company branding (logo, colours, contact info), configuration of payment settings (convenience fees, autopay, payment plans, and subscriptions), enabling notifications such as automated reminders and statement balance alerts, and customizing letter templates based on use case.
- Data Integration & AR Tools
- Assist merchants in adding or syncing customer and invoice data.
- Set up AR dashboards and customer management tools.
- Guide communication setup, including email addresses for customer communication and options for click-to-pay links or invoice lookup web tools.
- Review unpaid invoice views and sending options.
- System Testing & Validation
- Conduct end-to-end testing with the merchant, including test payments through biller and payer portals.
- Confirm successful card and ACH transactions.
- Troubleshoot or escalate failed transactions as needed (e.g., to gateway).
- Verify return and void processes through the appropriate platforms.
- Confirm settlement timing (next day for card, 2-5 days for ACH).
- Ensure customer history and AR data match integrated systems.
- Post-Onboarding Support
- Maintain implementation ticket through full activation.
- Follow up with merchants until first successful processing event is completed.
- Educate merchants on submitting support tickets and using internal help resources.
- Transition merchant to standard customer support channels.
This job description is not an exhaustive list of duties, and the post holder will be required to undertake any other reasonable duties discussed and directed by the line manager.
Qualifications
- Essential:
- 1+ years of experience in customer onboarding, implementation, or technical support (preferably in fintech, payments, or AR software).
- Deep understanding of B2B payment workflows and accounts receivable processes.
- Strong project coordination and client communication skills.
- Experience configuring SaaS platforms and managing virtual training sessions.
- Capable of troubleshooting technical issues and escalating appropriately.
- Desirable:
- Familiarity with the Bill & Pay platform and Payroc systems.
- Working knowledge of payment gateways, especially TranSafe.
- Proficiency with Microsoft Teams and calendaring tools (e.g., Calendly).
- Experience handling ACH and card payment workflows.
Job Classification: Salaried
Role Hours: 2 PM - 10:30 PM
At Payroc, we are committed to creating an inclusive and equitable workplace where everyone has the support they need to thrive.
Specialist I, Merchant Implementation, Bill & Pay employer: Payroc
Contact Detail:
Payroc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Specialist I, Merchant Implementation, Bill & Pay
✨Tip Number 1
Familiarise yourself with the Bill & Pay platform and its functionalities. Understanding how the platform operates will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your knowledge of B2B payment workflows and accounts receivable processes. Being able to discuss these topics confidently will show that you have the operational mindset needed for this position.
✨Tip Number 3
Prepare to showcase your project coordination and client communication skills. Think of examples from your past experiences where you successfully managed multiple accounts or projects simultaneously.
✨Tip Number 4
If you have experience with SaaS platforms, be ready to discuss it. Highlight any relevant technical support or implementation roles you've held, as this will align well with the responsibilities of the Specialist I position.
We think you need these skills to ace Specialist I, Merchant Implementation, Bill & Pay
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer onboarding, implementation, or technical support. Emphasise any familiarity with fintech, payments, or AR software, as well as your project coordination and client communication skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage onboarding processes and troubleshoot technical issues, aligning them with the responsibilities outlined in the job description.
Showcase Technical Skills: If you have experience with SaaS platforms or payment gateways, make sure to include this in your application. Highlight any specific tools you've used, such as Microsoft Teams or AR dashboards, to show your technical acumen.
Follow Application Instructions: Ensure you complete the application process on Payroc's careers page as instructed. Double-check that all required documents are uploaded and that your application is submitted before the deadline.
How to prepare for a job interview at Payroc
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the Specialist I, Merchant Implementation role. Familiarise yourself with the onboarding process, technical implementation, and customer training aspects. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Technical Skills
Since this role requires a strong technical acumen, be prepared to discuss your experience with SaaS platforms and any relevant tools you've used. Highlight specific examples where you've successfully configured systems or resolved technical issues in previous roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage multiple accounts. Think of examples from your past experiences where you had to troubleshoot issues or guide clients through complex processes, and be ready to share these stories.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role, so practice articulating your thoughts clearly. Be ready to explain how you would guide merchants through the onboarding process and how you would handle any challenges that arise during implementation.