Client Success & Operations Coordinator




About Us


Coastal Pay is a recognized leader in the payments industry and a Top 100 Fastest-Growing Company in San Diego (2017, 2022, 2024). We're a fast-paced, high-integrity team focused on helping our clients grow while creating career opportunities for our people.


We’re hiring a detail-oriented, career-minded individual to support our operations and client onboarding team in a mostly remote position, with in-office collaboration once per month.


Key Responsibilities

  • Answer and direct incoming calls
  • Submit merchant accounts for processing
  • Onboard new customers
  • Organize files and documentation
  • Follow up with clients and resolve concerns
  • Communicate professionally via email and phone

Qualifications

  • Strong attention to detail
  • Coachable and eager to learn
  • Excellent written and verbal communication
  • Comfortable working independently in a remote setting
  • Proficient in Microsoft Office
  • Typing speed of 50+ WPM
  • Based in the greater San Diego area (for monthly in-office meetings)

What We Offer

  • Hourly pay + bonuses per funded deal
  • Bi-weekly pay
  • Opportunities for advancement
  • A team culture that values initiative, accountability, and collaboration

Apply Now


Submit your resume and a short cover letter explaining why you're a strong fit for this role. We're excited to hear from you!


Job Type: Full-time


Pay: $25.00 - $35.00 per hour


Benefits:

  • Work from home

Schedule:

  • 8 hour shift
  • Monday to Friday

Experience:

  • Data entry: 5 years (Required)
  • Financial services: 5 years (Required)
  • CRM Software: 5 years (Required)
  • Microsoft Excel: 5 years (Required)

Work Location: Remote

Comments

Post a Comment

Popular posts from this blog

Planning Assistant (LTE)

Apply Now Overview REI Co-op is united around discovering, building and celebrating better ways of working in this world, all so that folks can find and pursue a love of the outdoors. When you work for the co-op, you do your best work with the support to live your best life. And you play a part in shaping the future of the outdoors, for people and our planet. This job contributes to REI’s success by supporting the clerical and data entry needs of the business as it relates to Planning Activities that are critical to maintaining the day in and day out efficiencies to keep projects and deliverables on task. Accountable for maintaining effective business relationships and communications with all levels of the Planning teams and various cross-functional colleagues. This role requires a high level of flexibility, with changing weekly priorities that support multiple planning teams within the shop/division. Models and acts in accordance with REI’s guiding values and mission. This posting ref...
Read more

Routing Specialist

Image
Apply Now Job Title Routing and Data Entry Specialist Company: Garage Flooring Pros Location: Remote Job Description: Do you have a knack for optimizing routes and data entry? Garage Flooring Pros is looking for a detail-oriented Routing and Data Entry Specialist to help optimize our consultants' routes and streamline our data processes. In this role, you'll work to ensure our consultants meet customer timeframes for in-person estimates, maintain accurate data, and provide excellent customer service. Responsibilities: · Optimize routes for consultants to meet customer time frame requests for in-person estimates. · Confirm or reschedule appointments via phone. · Update appointment status and notify consultants. · Maintain accurate and up-to-date data in company databases. · Provide excellent customer service to ensure high satisfaction. Qualifications: · Proven experience in routing. · Strong communication and problem-solving skills. · Ability to thrive in a fast-paced, dynamic ...
Read more

Data Entry Clerk Remote

Image
Apply Now Overview Wulco is looking for a detail-oriented Data Entry Clerk to join our team. In this key position, you will play a crucial role in maintaining accurate and current customer and account data. Your responsibilities will include processing source documents, verifying patient eligibility, and ensuring the integrity of all data in our systems. Your keen attention to detail will be essential in keeping records reliable and accurate, ensuring the smooth flow of daily operations. Key Responsibilities: Maintain and update customer records and information to ensure accuracy. Upload documents to SharePoint for easy access and organization. Review and interpret data from scanned contracts, entering relevant information into internal processing systems. Scan and upload incoming documents into the system upon receipt, when applicable. Communicate regularly with team members involved in program processing to ensure smooth workflow. Collaborate both individually and as a team member to...
Read more