Client Onboarding Specialist

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Provide a top-tier onboarding experience for Strategic Partners and their clients, fostering confidence and trust from the outset.

• Lead client implementation kick-off meetings and guide projects to successful completion.

• Oversee multiple onboarding projects concurrently while maintaining outstanding attention to detail and alignment with stakeholders.

• Conduct discovery and information-gathering sessions to comprehend client requirements and operational needs.

• Customize TransferMate solutions to align with client-specific workflows and business objectives.

• Serve as the primary point of ownership throughout implementations—managing communication, timelines, risk mitigation, issue resolution, and stakeholder expectations.

• Collaborate across departments including Sales, Operations, Product, and technical teams to ensure smooth client launches.

• Provide support to partners and clients after go-live, ensuring ongoing success and a positive customer experience throughout the onboarding process.

• Identify opportunities to enhance onboarding processes, boost efficiency, and elevate the client experience on a larger scale.

⛳️ Requirements

• Bachelor’s Degree or Diploma in a relevant field, or equivalent industry experience.

• Over 2 years of experience in delivering complex implementation or onboarding projects in a SaaS, fintech, or technology-driven setting.

• Significant exposure to Client Onboarding, Customer Success, Implementations, Project Management, or Technical Solutions.

• Confidence in managing multiple stakeholders, priorities, and timelines in a dynamic environment.

• A solutions-focused mindset with the capability to navigate challenges, eliminate obstacles, and maintain forward momentum.

• Exceptional presentation, communication, and relationship-building skills, able to engage both technical and non-technical audiences.

• Strong organizational and time-management skills, with a proactive and highly accountable approach to delivery.

• Proven track record of achieving onboarding, implementation, or customer satisfaction goals.

• Keen attention to detail and a dedication to providing an outstanding customer experience.

• Solid technical fluency, including experience with API integrations.

• Advanced proficiency in Microsoft Office applications, including Excel, Outlook, Word, and PowerPoint.

• Excellent spoken and written English, including grammar, spelling, and professional presentation abilities.

🏝️ Benefits

• Competitive annual leave with additional days granted based on length of service.

• Flexibility to work remotely.

• Maternity and paternity leave available.

• Compassionate leave policy.