Activation Associate

5 days ago

Ortigas Post Office, Philippines Traxion Tech Full time ₱1,000,000 - ₱3,000,000 per year

Basic Function

The Activation Specialist is responsible for managing the end-to-end onboarding and training of clients and partners, ensuring a smooth transition into the company's fintech and EMI platforms. This role focuses on guiding new clients and partners through product activation, system usage, and compliance requirements, while delivering excellent customer experience and ensuring timely go-live.

Essential Duties and ResponsibilitiesOnboarding & Activation

  • Manage end-to-end onboarding of new clients and partners from documentation to system activation.
  • Ensure all compliance, KYC, and regulatory requirements are completed before activation.
  • Coordinate with internal teams (Product, Tech, Compliance, Operations) for seamless setup.

Training & Enablement

  • Conduct training sessions (onsite/online) for clients and partners on product features, system navigation, and transaction processes.
  • Prepare and maintain training materials, FAQs, and onboarding documentation.
  • Empower clients/partners to become self-sufficient in using platforms and tools.

Client Success & Relationship Management

  • Act as the first point of contact for new partners/clients during onboarding.
  • Provide guidance, troubleshoot activation issues, and escalate concerns to relevant teams.
  • Monitor adoption progress post-onboarding and ensure successful activation milestones are achieved.

Compliance & Reporting

  • Ensure activation processes comply with BSP, AMLA, and Data Privacy standards.
  • Maintain accurate onboarding and training records.
  • Provide regular reports to management on onboarding status, activation timelines, and partner feedback.

Job Requirements

  • Bachelor's degree in Business Administration, Marketing, Information Technology, or related field.
  • 2–4 years of experience in client onboarding, training, or activation (preferably in fintech, banking, or SaaS).
  • Strong knowledge of digital payments, EMI processes, and compliance requirements.
  • Excellent communication and presentation skills (both in-person and virtual).
  • Strong organizational skills with the ability to manage multiple onboarding projects.
  • Customer-focused mindset with problem-solving abilities.

Educational Requirements

  • Bachelor's degree in Business, IT, Finance, or related discipline.
  • Additional training or certifications in customer success, training facilitation, or fintech systems is an advantage.

Job Type: Full-time

Pay: Php20, Php25,000.00 per month

Ability to commute/relocate:

  • Ortigas Post Office 1605 P00: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

  • Training coach: 2 years (Preferred)

Work Location: In person

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