I will create merchant onboarding workflows and sops

Are you launching a fintech, payment gateway, SaaS platform, or marketplace and need a structured merchant onboarding process?

I will design a complete merchant onboarding workflow, including KYC steps, approval logic, activation checklists, SOPs, and escalation matrices to help you onboard merchants efficiently and compliantly.

With 13+ years of experience in payments, fintech, and operations, including senior roles at Pine Labs, I have led merchant onboarding and operational improvement initiatives that reduced turnaround times and improved activation rates.

Deliverables

• Merchant onboarding SOP
• End-to-end process flow
• KYC and documentation checklist
• Roles and responsibilities (RACI)
• SLA and TAT framework
• Escalation matrix
• Merchant activation checklist

Ideal For

• Payment gateways
• Fintech startups
• Marketplaces
• SaaS companies
• Lending platforms