Payment Operations Coordinator

Posted 5 Days Ago
Be an Early Applicant
3 Locations
54K-73K Annually
Junior
Cloud • Legal Tech • Software
The Role
The Payment Operations Coordinator will support customers in meeting payment application requirements, enable payments for clients, oversee operational launches of payment products, resolve customer queries regarding payments, and monitor transactions for fraud, all while upholding service standards.
Summary Generated by Built In

Clio is more than just a tech company–we are a global leader that is transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:Summary:

We are currently seeking a Payment Operations Coordinator to join our Payment Operations team in Toronto, Vancouver, or Calgary.

What your team does:

Launched in late 2021, Clio Payments is already one of the fastest-growing legal payments solutions in the world, processing billions of dollars of client payments each year. The Payment Operations team, led by the Director of Payment Operations, is responsible for the rapid scaling of its Clio Payments product throughout North America, and Clio’s broader international footprint! The team is responsible for the entire customer journey - from client intake and onboarding, day to day account management, through to dispute resolution and fraud and credit monitoring.

Payment Operations is a critical function within Clio which is focused on driving results for the company through strategic, operational, and data-driven improvements.

Who you are:

We are seeking a Payment Operations Coordinator, with a solid performance track record, to play a role in our scaling Payment Operations team. The candidate will have a critical role in delivering solutions enablement and a seamless customer experience.

What you’ll do:

  • Directly support customers in fulfilling payments application requirements.

  • Enable payments capability for approved customers so they can begin executing transactions.

  • Execute the operational launch of new payments products and features for existing and new customers. 

  • Serve as a touchpoint for internal customer support teams as a subject matter expert on payments related escalations. 

  • Underwrite payments pricing for eligible customers in coordination with sales and account managers. 

  • Monitor merchants and transactions for suspicious activity to safeguard against fraud. 

  • Triage and contribute to resolving day to day customer issues such as business ID and bank account verifications 

  • Directly support Clio customers who have questions or escalations concerning payments, with topics including:

    • Making and accepting payments

    • Payments safety and security

    • Topics related to onboarding to Clio payments

    • Interpreting and communicating the status of events in a customer’s account

  • Collaborate with chargebacks and disputes team in identifying suspicious transactions and chargeback fraud. 

  • Holding high performance standards including following standard operating procedures and upholding service level agreements. 

What you may have:

  • Between 2-3 years experience in an Operational Capacity preferably within Financial Services. 

  • A passion for customers and the ability to sometimes manage difficult conversations

  • Strong organizational and time management skills with the ability to adapt to change in a high-growth business environment

  • Demonstrated strong interpersonal and communication skills, both written and oral

  • Strong computer skills

Serious bonus points if you have:

  • Payments, payments processor, neobanking, fintech experience 

  • Understanding of each of the various card network, interchange and network fees

  • Experience working in and with markets outside of North America in a payments or fintech capacity

  • General knowledge of ACH and wire transactions

  • Financial underwriting experience 

  • Data analytics experience including SQL to make operational recommendations

  • Experience using data to create operating models and dashboards in tools like Looker, Salesforce, Excel, Google Suite to name a few. 

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, and Dublin) to be in office minimum 2 days per week on our Anchor Days. 

  • Flexible time off policy, with an encouraged 20 days off per year.

  • $2000 annual counseling benefit

  • RRSP matching and RESP contribution 

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The full salary range* for this role is $53,800 to $63,200 to $72,600 CAD.Please note there are a separate set of salary bands for other regions based on local currency.

*We aim to hire all candidates between the minimum and the midpoint of the full salary range. We reserve the midpoint to the maximum of the salary band for internal employees who demonstrate sustained high performance and impact at Clio. The final offer amount for this role will be dependent on individual experience and skillset of the candidate. Please note there are a separate set of salary bands for other regions based on local currency.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

Top Skills

SQL
The Company
HQ: Burnaby, BC
889 Employees
On-site Workplace
Year Founded: 2008

What We Do

Clio is the undisputed leader in cloud-based legal technology offering practice management, CRM and client intake software. Clio enables lawyers to be more client-centered and has earned the most 5 star reviews, the approval of over 65 bar associations and law societies around the world, and a global customers base of 150,000.

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. Clio was the first to bring cloud-based legal practice management software to market, and has been leading the industry since 2008 with the first client-centered suite of cloud-based law firm solutions, the Legal Trends Report, and the Clio Cloud Conference, which is now the most widely attended legal tech conference in the industry.

Clio is more than software. Clio is the only provider truly invested in the success of you and your clients. Clio’s team of client and firm success specialists combine their expertise on the Legal Trends Report, with their knowledge of Clio’s leading cloud-based legal practice management, CRM and client intake software to help lawyers run results-driven law firms using real time insights.

Founded in Vancouver, Canada, Clio employs over 500 staff across five global offices and has been named one of Canada’s Best Managed Companies, a Deloitte Fast 50 company, and one of Canada’s Most Admired Corporate Cultures.

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