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crm salesforce google sheets excel underwriting📋 Description
- Review merchant applications during onboarding; ensure documentation accuracy.
- Coordinate contracts between Sales Ops and Risk; clarify criteria.
- Analyze onboarding data to identify bottlenecks and quality gaps; drive improvements.
- Partner cross-functionally to improve systems and capture returns/decline reasons.
- Support sales with documentation requirements and risk considerations; assist training on standards.
🎯 Requirements
- 2–4 years’ experience in sales ops, onboarding or underwriting support.
- Experience in fintech/payments/POS is desirable but not required.
- Strong understanding of merchant risk assessment and underwriting docs.
- Excellent communication and stakeholder management; influence cross-functionally.
- Strong analytical/problem-solving and data-driven performance mindset.
- Proficient in CRM/tools (Salesforce) and Excel/Sheets for KPIs.
- Experience designing and delivering training or enablement programs is desirable.
🎁 Benefits
- Dojo home and away: in-person collaboration fuels innovation.
- Office-first culture with 4+ days in office.
- Offices across Europe; dynamic, collaborative environment.
- Learn about benefits at dojo.careers, LinkedIn, and Instagram.
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