Payments Onboarding Specialist - Remote

Overview

Procore is looking for a Payments Onboarding Specialist! This role reports to Corporate Strategy and will have significant cross-functional collaboration with Product and Customer Success teams. In this role, you'll have the opportunity to directly impact the success of our customers by ensuring their vendors have a seamless onboarding experience with Procore Pay.

In Short

• Guide vendors through onboarding, ensuring they are set up for success with our payments solution, Procore Pay.
• Collaborate with general contractors to facilitate adoption among their vendors, who are mainly subcontractors.
• Leverage tools like Airtable, Salesforce, and Outreach to manage workflows, prioritize tasks, and streamline communications.
• Identify opportunities to improve onboarding processes and customer satisfaction, working closely with the Product and Customer Success teams.
• Serve as a trusted partner to customers, helping them unlock the full potential of Procore Pay.

Requirements

• Experience in customer success, customer support, sales or sales development, account management, or a related field.
• Strong interpersonal and communication skills, with the ability to simplify complex processes for customers.
• Proficiency with CRM tools and task management platforms; experience with Salesforce is a plus.
• A proactive, “Help First” mindset—you prioritize solving problems, supporting customers, and driving shared success.
• Creativity and the ability to think outside of the box to solve complex problems.

Benefits

• Generous paid time off and healthcare coverage.
• Career enrichment and development programs.
• Competitive, fair, and commensurate compensation.
• Bonus Incentive Compensation.
• Supportive and inclusive work culture.