Client Onboarding Specialist

3 hours ago

Manila, National Capital Region, Philippines CluneTech Full time ₱1,500,000 - ₱3,000,000 per year

TransferMate – a subsidiary of CluneTech – was established in 2010 when we began working with regulators around the world to secure licenses to operate as a global payment's provider. With a global payments network covering 200+ countries and territories, TransferMate have established partnerships with some of the largest banks, fintechs and software providers in the world. The combination of our regulated network, award winning technology and strategic partnerships culminated in 2022 when the business achieved Unicorn status.

Our team is dedicated to delivering the best possible experience for our partners and their customers. We know that a happy team is one that performs at the highest level and our #OneTeam ethos encourages mutual support, respect, recognition, and rewards. In Ireland, we have been recognised as a Great Place to Work for 9 consecutive years, with 35 offices worldwide, we do business across 100+ countries on a daily basis.

As a Client Onboarding Specialist, you will play a pivotal role in ensuring a seamless transition for our Strategic Partners and their clients from initial sign-up to full platform adoption. You'll act as the key liaison between Sales, Product, and Operations — managing client implementation projects, configuring solutions, and ensuring clients are set up for long-term success.

Key Responsibilities
  • Deliver exceptional service to Strategic Partners and their clients throughout the onboarding process.
  • Participate in client implementation kick-off meetings to understand requirements and define project scope.
  • Project manage multiple onboarding projects and stakeholders simultaneously.
  • Lead and facilitate client information-gathering sessions, ensuring all necessary documentation and data are collected accurately.
  • Configure the TransferMate platform to meet client-specific needs.
  • Act as the project owner, managing communication between internal and external stakeholders, tracking progress, identifying risks, and driving timely resolutions.
  • Collaborate cross-functionally with Sales, Compliance, Technical, and Operations teams to ensure smooth implementations.
  • Maintain and continually improve onboarding processes to enhance client satisfaction and efficiency.
Qualifications & Experience
  • Bachelor's degree or diploma in a relevant discipline, or equivalent industry experience.
  • 2+ years' experience managing complex implementation or onboarding projects within a SaaS or fintech environment.
  • Proven experience in Customer Success, Implementations, Project Management, or Technical Solutions.
  • Strong understanding of API integrations and technical solution configuration.
  • Demonstrated project management and multitasking skills in a fast-paced environment.
  • Excellent communication, presentation, and stakeholder management abilities.
  • Proactive problem-solver with the ability to manage competing priorities effectively.
  • Collaborative team player who can motivate and engage clients during onboarding.
  • Strong organizational and time-management skills.
  • High level of computer literacy, including Excel (advanced), Word, Outlook, and PowerPoint.
  • Fluent in English (spoken and written).
Benefits
  • Competitive annual leave and additional days per length of service
  • Remote working and flexible working hours
  • Maternity and paternity leave
  • Compassionate leave

TransferMate is an Equal Opportunity Employer and is committed to the principle of equal employment opportunity for all employees. We are committed to building and maintaining a culture which is free from discrimination and harassment and where all employees can bring their best selves to work.

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