Merchant Onboarding Specialist

Overview

Merchant Onboarding Specialist jobs in Manila. Taguig, National Capital Region ₱ - ₱ . Y Virtua Solutions Outsourcing.

Posted 1 day ago

About the Role
Are you organized, detail-oriented, and passionate about delivering great customer experiences? Join our Finance and Operations team as a Customer Onboarding Specialist. In this role, you'll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.

What You\'ll Do

• Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
• Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
• Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
• Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
• Send onboarding emails with key setup instructions, payment processing steps, and contact information.
• Follow up on multi-year renewal POs and address any missing or incomplete documentation.
• Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
• Contribute to process improvement initiatives to enhance the onboarding experience.

What We\'re Looking For

• 2+ years of experience in a customer-facing and operational onboarding role.
• Strong attention to detail with excellent organizational and problem-solving skills.
• Experience working with POs, documentation management, and vendor/customer portals.
• Experience using Salesforce; NetSuite experience is a plus.
• Excellent communication skills, both written and verbal.
• Ability to thrive in a fast-paced environment.

If you\'re ready to help new customers get off to a great start and be part of a dynamic team, we\'d love to hear from you. Apply today and join us in BGC, Taguig City.

Customer Onboarding Executive

Posted 1 day ago

Job Description

What you\'ll focus on

• Onboard multiple clients simultaneously ensuring a smooth and seamless transition to LOCAD.
• Collaborate with internal and external teams to implement client products and systems.
• Conduct video call training sessions on our systems and processes with our clients.
• Focus on the continuous improvement of onboarding content, guidelines and operational process to further optimise how we operate.
• Identify gaps or opportunities to improve the client onboarding process.
• Provide regular updates and reporting on status of assigned clients in the onboarding pipeline and projected completions.
• Support the onboarding team with any other ad-hoc tasks as required

What you bring

• Ability to demonstrate high performance with minimal supervision
• Strong verbal and written communication skills
• Passion and enthusiasm for developing and building successful relationships with the client and other stakeholders
• Strong attention to detail and prioritization skills in order to manage multiple tasks and onboarding multiple clients at the same time
• Empathy and Patience

What you\'ll get

• Annual performance bonus.
• 25 days PTO
• HMO
• MacBook
• Annual learning and development budget.

Job Type: Full-time

• Company events
• Flextime
• Health insurance
• Opportunities for promotion

Customer Onboarding Coordinator

Posted today

Job Description

Position: Customer Onboarding Coordinator

Schedule: Day Shift

Work Set-up: Onsite (Mandaluyong)

Employment Type: Full-time

The Customer Onboarding Coordinator plays a critical role in bridging the gap between our Sales and Operations teams. Your primary responsibility is to take ownership of a new customer account once a sale is closed, ensuring every detail is validated and every job is 100% ready for a smooth, efficient installation.

Duties and Responsibilities

Deal Validation & Handoff:

• Review all "closed-won" deals handed over from the Sales team.
• Verify the accuracy and completeness of signed contracts, pricing, and required customer documentation.
• Ensure all necessary information (e.g., photos of the site, switchboard, meter box) has been provided to the required standard.

Customer Communication & Information Gathering:

• Serve as the primary point of contact for customers during the onboarding phase.
• Proactively communicate with customers to request missing information or clarify details.
• Maintain a clear and professional line of communication to keep the customer informed and engaged.

Site & Technical Feasibility Assessment:

• Assess the provided information to determine the technical feasibility of the installation.
• Identify potential site-specific issues or compliance requirements that may affect the job.
• Work with our technical and advisory teams to confirm system design and placement.

Variation & Re-contracting Management:

• Identify any variations from the original quote (e.g., additional batteries, switchboard upgrades, difficult access) and determine the updated cost.
• Present variations and updated quotes to the customer and secure their approval.
• Execute any necessary re-contracting and update the deal in the CRM.

Job Readiness & Handoff:

• Finalize all job details, ensuring all documentation is complete and accurate.
• Mark the job as "Install Ready" in the CRM, officially handing it off to the Scheduling and Installer Coordination teams.

Upsell Identification:

• Leverage your technical assessment to identify potential upsell opportunities...

Qualification

• Experience: Proven experience in a technical support, project coordination, or administrative role, preferably within the solar or energy sector.
• Technical Knowledge: A strong understanding of solar and battery installation components, compliance requirements, and electrical systems is highly desirable.
• Customer Focus: Excellent communication skills with the ability to manage customer expectations and resolve issues professionally.
• Attention to Detail: Meticulous in reviewing contracts, data, and documentation to ensure accuracy and prevent errors.
• Problem-Solving: Proactive and solutions-oriented, with the ability to identify potential issues and propose effective solutions.
• Organizational Skills: Capable of managing multiple projects simultaneously, prioritizing tasks, and meeting deadlines.
• Systems Proficiency: Experience with CRM systems (e.g., HubSpot) and project management tools is essential.

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