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Boarding Specialist



People & HR
Atlanta, GA, USA
Posted on Monday, June 3, 2024


The Boarding Specialist will be responsible for contributing to the maintenance of key operational payment processing workflows related to internal teams and vendors, perform routine risk management activities, complete underwriting of new clients, and configuring merchant accounts created for credit card payments into necessary processing systems.

As a Boarding Specialist, you will be responsible for correctly and efficiently gathering all documents to complete underwriting for our new customers. You will be serving as a guide for our Professional Services team on best practices to make sure that the merchants get onboarded most efficiently. This role will be the intersecting point of imperative merchant information, holding the key to a smooth and pleasant onboarding experience for new and existing customers.


Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Complete underwriting for any and all new clients to create new merchant accounts

  • Identify any potential risk factors during Underwriter and/or perform Enhanced Underwriting as needed

  • Ensure the successful and accurate boarding of merchant accounts onto the various key payment vectors using vendor software platforms

  • Build and maintain relationship with key points of contact with various processors and vendors

  • In-house subject matter expert on payment facilitator merchant underwriting / “Know Your Customer” (KYC)

  • Support implementation calls with Professional Services team members to guide new clients through the merchant onboarding process

  • Keep the department leader apprised of any escalations needed during boarding, hold-ups on account approvals, and status of assigned work

  • Complete all testing and troubleshooting on merchant connections prior to new client go-lives

  • Assign all merchant accounts to appropriate Patientco software environments in preparation for go-lives

  • Create payment facilitator merchant risk profile and conduct periodic reviews to update profiles as needed

  • Responsible for creating knowledge articles/content and troubleshooting guides for internal teams for new operational workflows and training teams on appropriate paths for escalation

  • Document and prioritize product requests for both partner operations and internal tooling


The requirements for the position are as follows:

  • Strong organizational and prioritization skills

  • Strong verbal and written communication skills

  • Project management skills

  • Ability to work in teams and collaborate with others

  • Ability to take lead and drive for results

  • Ability to create and execute project plans

  • Ability to gather and interpret relevant data and information

  • Ability to use inductive reasoning

  • Ability to think analytically and be a problem solver

  • Self-motivated, high energy and strong time management skills

  • Bachelor’s Degree Required or equivalent work experience

  • 3+ years of work experience with a preference of 1 year in a relationship/project management in an operational focused role

  • Excellent verbal communication skills

  • Experience with project management


Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.

Waystar’s healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.

Waystar products have won multiple Best in KLAS® or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book™ surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter.


  • Competitive total rewards (base salary + bonus, if applicable)
  • Customizable benefits package (3 medical plans with Health Saving Account company match)
  • Generous paid time off starting at 3 weeks + 13 paid holidays including 2 personal floating holidays
  • Paid parental leave (including maternity + paternity leave)
  • Education assistance opportunities and free LinkedIn Learning access
  • Free mental health and family planning programs, including adoption assistance and fertility support
  • 401(K) program with company match
  • Pet insurance
  • Employee resource groups

Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.