Title: Partner Operations Coordinator
Department: ACH & Online Banking
Description
The Partner Operations Coordinator provides internal operational support for Nuvei’s ACH & Online Banking partner ecosystem. This role is responsible for coordinating merchant and partner onboarding workflows, managing application intake and documentation, supporting intake routing and operational reporting, and ensuring operational readiness prior to Relationship Manager engagement. The Partner Operations Coordinator works cross-functionally to drive consistent onboarding execution, maintain accurate documentation and knowledge resources, and support efficient handoff to Relationship Management. This role is execution-focused, owning onboarding and operational workflows while partner relationship ownership remains with Relationship Managers.
Responsibilities
- Coordinate ACH merchant and partner onboarding workflows, ensuring required applications and documentation are complete and internal onboarding prerequisites are met prior to Relationship Manager assignment.
- Manage the internal submission, validation, and tracking of ACH merchant and partner applications to ensure accuracy and completeness.
- Serve as the primary internal coordination point during onboarding across cross-functional teams to support readiness for RM engagement.
- Monitor and triage inbound inquiries received through the shared sales inbox, performing initial screening and routing to the appropriate owner.
- Schedule and lead initial onboarding calls with partners to walk through processes and capture requirements, with assigned RMs present.
- Own post-call follow-up execution, including preparation and distribution of onboarding summaries, coordination of documentation requests, and tracking of internal action items.
- Prepare and distribute standardized ACH document packages, agreements, applications, and onboarding materials.
- Manage and maintain partner-specific ACH application templates, including custom pricing and configuration fields, ensuring alignment with approved commercial inputs and centralized control.
- Maintain and coordinate updates to ACH agreements, applications, reference documentation, forms, and external-facing materials in collaboration with Marketing, Product, Legal, and Operations, ensuring accuracy and organized storage.
- Serve as an internal point of contact for day-to-day ACH process and documentation questions, escalating policy, pricing, or exception requests as appropriate.
- Collaborate with Learning & Development and other stakeholders to maintain accurate, version-controlled ACH content within the Nuvei Info Center and other internal knowledge repositories.
- Prepare and maintain routine operational reports related to onboarding status, documentation completeness, and pipeline activity to support visibility and coordination.
- Identify recurring issues, process gaps, or inefficiencies within onboarding and partner operations workflows and recommend improvements to enhance consistency and execution efficiency.
Requirements
- Strong organizational and prioritization skills
- Knowledge of CRM systems and onboarding/partner operations workflows
- Strong problem-solving and written/verbal communication skills
- Proficiency in Excel, Word, PowerPoint, and Outlook; familiarity with PDF editing tools preferred
- Experience in partner enablement content, documentation management, and cross-functional projects (preferred)
- 2yrs+ payments or fintech industry experience (preferred)
