Merchant Success Specialist

Business Strategic Summary:

Job Description:

Key Responsibilities:

  • Collect and review documentation to support the merchant due diligence and onboarding process.
  • Train merchants how to use the MerchantLinQ system.
  • Assist merchants with uploading documentation to MerchantLinQ, if needed.
  • Support the enablement team with ad hoc projects that allow the sales team to be more agile in their daily role.
  • Partner with Merchant Success to ensure that merchants are utilizing MerchantLinQ effectively and call out when merchants have changed their behavior within the system.
  • Monitor, manage, and foster merchant relationships.

Skills and competencies:

  • Strong verbal and written communication skills.
  • Willing to wear multiple hats and play a flexible role.
  • Experience using Microsoft Office, CRM tools, and help desk support software is preferred.
  • Financial services experience, preferably in lending or with a fintech provider.
  • Experience in a client facing or financial sales services role strongly preferred.


  • 8 hour shift
  • Monday to Friday


  • Bachelor’s (Preferred)


  • Financial services: 2 years (Preferred)
  • Software project management: 3 years (Preferred)


  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

About LoanStar Technologies: