Job SummaryThe Data Entry Specialist plays a critical role in supporting merchant onboarding, account maintenance, and operational accuracy within the merchant services environment. This role is responsible for entering, validating, and maintaining merchant data across multiple systems including CRM platforms, processor portals, and internal tracking tools. Accuracy, attention to detail, and the ability to handle time-sensitive requests are essential, as errors can directly impact merchant fundi
Job Summary
The Data Entry Specialist plays a critical role in supporting merchant onboarding, account maintenance, and operational accuracy within the merchant services environment. This role is responsible for entering, validating, and maintaining merchant data across multiple systems including CRM platforms, processor portals, and internal tracking tools. Accuracy, attention to detail, and the ability to handle time-sensitive requests are essential, as errors can directly impact merchant funding, processing, and compliance.
Expected Duration: 4 months — potentially a little longer if there is a delay
Key Responsibilities
- Accurately enter and update merchant application data, including business information, ownership details, banking information, pricing, and equipment details
- Create, update, and maintain merchant accounts (MIDs, TIDs, locations, and hierarchies) across CRM systems, processor platforms, and internal tools
- Support merchant onboarding activities, including new accounts, takeovers, add locations, and account changes
- Validate submitted documentation for completeness and accuracy (applications, voided checks, pricing schedules, addendums, etc.)
- Ensure data consistency across systems and flag discrepancies for correction
- Process high-volume data entry requests while meeting established SLAs and deadlines
- Work closely with Merchant Ops, Sales Ops, Underwriting, and partner teams to resolve data issues or missing information
- Maintain confidentiality and compliance with PCI, data security, and company policies
- Assist with reporting, audits, and quality control reviews as needed
Required Qualifications
- 2+ year of experience in data entry, operations, or administrative support (merchant services, payments, or financial services preferred)
- Strong attention to detail with a high level of accuracy
- Ability to manage multiple tasks in a fast-paced, deadline-driven environment
- Proficiency with Microsoft Excel and Google Sheets
- Comfortable working across multiple systems and portals
Preferred Qualifications
- Prior experience in merchant services, ISO environments, or payment processing
- Familiarity with CRM platforms (Zoho, Salesforce, HubSpot, or similar)
- Experience working with processor systems (Fiserv, TSYS, Worldpay, or similar)
- Understanding of MIDs, TIDs, pricing structures, and merchant onboarding workflows
Skills & Competencies
- Exceptional data accuracy and organizational skills
- Strong written and verbal communication
- Ability to follow detailed processes and SOPs
- Problem-solving mindset with the ability to escalate issues appropriately
- Dependable, detail-oriented, and process-driven
Work Environment
- Remote environment
- High-volume transactional workload with recurring deadlines
- Collaboration with cross-functional teams including Sales, Underwriting, and Merchant Operations
Why This Role Matters
This position directly impacts merchant experience, funding accuracy, and operational efficiency. A successful Data Entry Specialist helps ensure merchants are boarded correctly, on time, and without errors that could delay processing or revenue.