Boarding and Applications Specialist

Company Description

Daxko’s mission is to power wellness and improve lives. We provide solutions, services, and insights for the health and wellness industry to engage members, deliver delightful experiences, and improve the businesses we serve. 

Job Description

As a Boarding and Applications Specialist, you’ll play a critical role in ensuring a smooth, efficient, and successful onboarding experience for new merchants. You'll be the go-to liaison between our customers and our processing partners—ensuring everything is ready for a seamless launch. This role is ideal for someone who thrives on collaboration, has a keen eye for detail, and is passionate about delivering exceptional service.

You’ll work closely with our Sales, Launch, and Implementation teams to make sure merchant accounts are approved and ready to go before their software goes live.

What You’ll Be Doing:

• Partner with Sales to gather required pre-application data
• Collect application documents and guide merchants through the process
• Conduct initial underwriting checks in line with KYC and compliance guidelines
• Accurately enter and board merchant accounts to achieve first-time approval
• Act as the primary contact between merchants and our processing partners to secure approvals
• Troubleshoot and resolve account issues and configurations
• Provide calm, patient support to merchants and resolve escalations when needed
• Build relationships across internal teams to align with launch timelines
• Maintain deep knowledge of our payments products, vendor platforms, and systems
• Represent Daxko as a subject matter expert in our payments products and services
• Stay in compliance with policies and procedures while exceeding performance goals

Qualifications

What You'll Bring:

• Strong communication skills—you can explain complex ideas clearly and effectively
• A natural problem-solver who remains calm and empathetic under pressure
• Ability to juggle tasks in a fast-paced, high-volume environment
• A collaborative spirit and a proactive mindset
• Meticulous attention to detail
• Comfort with technology and working independently

Required Qualifications:

• Bachelor’s degree or equivalent professional experience
• 2+ years of experience in a customer-facing role
• 1+ year working with credit card processing, ACH processing, banks, or fintech companies
• Proficiency with PC-based tools and software
• Experience managing customer escalations and complex financial workflows

Preferred Qualifications:

• 3+ years in Customer Service
• 2+ years of experience in payments or banking
• Familiarity with First Data Merchant Services
• Deep understanding of risk, reserves, and compliance within payment processing

Additional Information

The salary range for this role is $45,000 - $73,400 per year. Where you fall within the compensation range is based on how you demonstrate the attributes and competencies required for the role. We mostly reserve the upper half of our compensation bands for internal growth. In addition to base salary, we offer a comprehensive benefits package, performance-based incentives, and opportunities for growth.

 #LI-Remote

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, and benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include:

🏝  Flexible paid time off 
⚕️ Affordable health, dental, and vision insurance options
💪  Monthly fitness reimbursement
🤑  401(k) matching
🍼  New-Parent Paid Leave
👖  Casual work environments
🏡  Remote work

All your information will be kept confidential according to EEO guidelines.