Merchant Onboarding Specialist
3 weeks ago
Overview
Merchant Onboarding Specialist jobs in Manila. Taguig, National Capital Region ₱ - ₱ . Y Virtua Solutions Outsourcing.
Posted 1 day ago
Job DescriptionAbout 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.
Other Related Roles (for reference)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.
Note: This refined description consolidates multiple postings and preserves core responsibilities and qualifications while ensuring proper HTML structure with allowed tags.
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