client onboarding specialist

FineXcloud

<p><b>Job Description:</b></p><p>We are looking for a Client Onboarding Specialist to ensure a smooth and positive onboarding experience for new clients. The ideal candidate will guide clients through the initial setup process, provide product information, and ensure they understand how to use our services effectively.</p><p><b>Key Responsibilities:</b></p><ul><li>Respond to new client inquiries via calls, messages, and email.</li><li>Coordinate with internal teams to ensure successful client setup.</li><li>Provide guidance on products/services.</li><li>Understand client requirements and provide appropriate solutions.</li><li>Maintain accurate client records and onboarding documentation.</li><li>Address client questions and resolve onboarding issues promptly.</li><li>Ensure a positive client experience and build strong relationships.</li></ul><p><b>Requirements:</b></p><ul><li>A bachelor's degree in business, HR, marketing, or a related field is required.</li><li>Strong communication and interpersonal skills.</li><li>Good organizational and problem-solving abilities.</li><li>Experience with CRM or ERP systems is a plus.</li></ul><p>Apply at: jobs@finexcloud.com</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Client onboarding specialist

Decklaration

<div>
 <p>
  <strong>
   1Now
  </strong>
  is a SaaS-based Fleet Management Solution built for car rental businesses. We help owners boost revenue, reduce Turo commission fees, and streamline operations through features such as custom rental websites, secure driver verification, automated rental agreements, and powerful fleet analytics.
  <br/>
 </p>
 <p>
  We are looking for an
  <strong>
   Onboarding &amp; Support Specialist
  </strong>
  who can help new clients successfully set up and start using our platform while ensuring a smooth onboarding experience and ongoing support.
  <br/>
 </p>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Set up and verify new client accounts, including business details and platform configuration.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Upload and configure fleet data, pricing rules, booking policies, and availability settings.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Enable and verify insurance integrations such as RentalCover, Bonzah, or other supported providers.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Configure payment gateways, taxes, deposits, and refund workflows to ensure smooth transactions.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Connect and test system integrations including Turo, SMS, email, CRM, and analytics tools.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Conduct onboarding calls and train clients on how to effectively use the platform.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Perform QA checks and run test bookings before the client goes live.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Provide post-launch support during the first 30 days to ensure smooth activation and retention.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Respond to client queries and coordinate with internal teams to resolve setup or technical issues.
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Requirements
 <br/>
 <br/>
 <ul>
  <li>
   6 Months to 1 year of experience in client onboarding, implementation, customer success, or support roles in a SaaS environment.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Strong understanding of system configurations, integrations, and troubleshooting.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Good communication skills with the ability to guide and train clients.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Detail-oriented with strong organizational and problem-solving skills.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Experience working with CRM tools or SaaS platforms is a plus.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Ability to manage multiple onboarding processes and client interactions.
  </li>
 </ul>
</div>


Client Onboarding Specialist

SasPak Properties

<p><b>Job Title: Client Onboarding Specialist (Real Estate)</b><br/><b>Location:</b> Near Central Park, Ferozpur Road, Lahore</p><p>We are looking for <b>motivated and energetic Sales Executives</b> to join our growing real estate team.</p><p><b>Requirements:</b></p><ul><li>Candidates living <b>near Central Park, Ferozpur Road</b> will be given preference.</li><li>Must have <b>good communication and sales skills</b>.</li><li>Should know how to <b>manage and operate CRM systems</b>.</li><li>Ability to handle <b>client queries, follow-ups, and deal closing</b>.</li><li>Experience in <b>real estate sales</b> will be a plus.</li></ul><p><b>What We Offer:</b></p><ul><li><b>Commission-based salary structure</b> with high earning potential.</li><li>Company will ensure <b>a minimum of 5 sales opportunities every month</b> to help you achieve your targets.</li><li>Friendly and professional working environment.</li><li>Opportunity to grow with a dynamic real estate company.</li></ul><p><b>Apply now</b> info@perfectum.pk</p><p>Job Type: Full-time</p><p>Pay: From Rs100,000.00 per month</p><p>Work Location: In person</p>

Client Onboarding Specialist/ Business Development Associate

Fragomen

<div><div>Job Description</div><div>
Reporting to the Senior Client Enablement Management team, the Client Enablement Specialist I will provide vital support to various corporate functions and play an important role in assisting the leadership with managing client service teams and ensuring efficient and effective interactions with new and existing clients to the firm.</div><div></div><div>
As a Client Enablement Specialist I at Fragomen, you will:</div><ul><li>
Participate on implementation calls and partner with Senior Manager and Team leads on assigned New Client Onboardings</li><li>
Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders</li><li>
Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients</li><li>
Lead the elicitation and documentation of detailed onboarding process requirements</li><li>
Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage</li><li>
Assist Senior Manager and leads with resolving day to day client related questions</li><li>
Assist Senior Manager with new client onboarding presentations for in person client meetings</li></ul><ul><li>
Provide timely, accurate and efficient guidance for new client initiations of case requests in our system</li><li>
Develop and update an initiations manual/cheat sheet for each client according to defined procedure</li><li>
Assist with Client Implementations, collaborating with various internal teams &ndash; IT, Client Services, Finance, etc.</li><li>
Assist legal teams with off-boarding of clients</li><li>
Update and modify data in our client on-boarding library</li><li>
Create Ad-hoc reports for internal and external customers</li><li>
Analyse, report and provide solutions to process errors</li><li>
Communicate discrepancies and coordinate process needs to high profile clients</li><li>
Ensure smooth client onboarding procedures</li><li>
Assist with process documentation and process improvement initiatives</li><li>
Conduct in depth research of current client information as needed</li><li>
Assist with system improvements, project implementations, and ad hoc projects as needed</li></ul><div></div><div>
Let&rsquo;s talk if you have the following:</div><ul><li>
Previous experience within immigration or related role preferred</li><li>
Excellent organization and client engagement skills, as well as be able to multi-task in a faced paced role with competing demands.</li></ul><ul><li>
Strong communication and writing skills</li><li>
Familiarity with writing business protocols</li><li>
Advanced MS Office including Word, Excel, PowerPoint, and Visio</li><li>
Experience with process mapping in Microsoft Visio preferred</li><li>
Must possess strong organizational and data entry skills</li><li>
Bachelor&rsquo;s degree in business or business related field preferred</li></ul><div></div><div><i>
All offers and/or employment contracts are contingent upon the successful completion of the Firm&rsquo;s pre-employment screening process. This process may include verifying the candidate&rsquo;s identity, confirming legal authorization to work in the offered position's location, and conducting a comprehensive background check, where permitted by local regulations.</i></div></div>

Client Enablement Specialist I

Innovation M Services, LLC

<p><b>Focus:</b> New account creation, onboarding, and internal coordination.</p><p><b>Role Overview</b></p><p>We are seeking a high-energy, <b>Spanish-speaking Activations Specialist</b> to be the engine behind our growth. You will work directly with <b>Team Lead </b>in United States to take new clients from &quot;signed contract&quot; to &quot;fully operational.&quot; This is a fast-paced role that requires sharp coordination and a welcoming professional tone.</p><p><b>Key Responsibilities</b></p><ul><li><b>New Account Setup:</b> Execute the technical and administrative creation of new accounts in our systems.</li><li><b>Collaboration with Team Lead:</b> Act as the right hand to the leadership/sales lead (Gabriel) to ensure seamless handoffs from sales to operations.</li><li><b>Client Onboarding:</b> Guide new Spanish-speaking customers through their initial setup phase, ensuring a &quot;white-glove&quot; first impression.</li><li><b>Data Entry:</b> Ensure all new client data is entered accurately to prevent future billing or service errors.</li></ul><p><b>Requirements</b></p><ul><li><b>Bilingual Proficiency:</b> Native or near-native fluency in Spanish and English.</li><li><b>Coordination Skills:</b> Ability to multitask and manage a pipeline of new accounts under deadlines.</li><li><b>Communication:</b> Strong interpersonal skills to keep both Gabriel and the new clients informed at every step.</li></ul><p>Job Type: Full-time</p><p>Work Location: In person</p>

Customer Support Specialist: Activations - Spanish Speaking

Aleph Holding

<div><div><div><b>Are you ready to join our digital revolution journey?</b></div><div></div><div><br>
At Aleph, we&rsquo;re not just part of the digital advertising landscape&mdash;we&rsquo;re shaping its future. Representing the world&rsquo;s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.</div><div></div><div><br>
Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.</div><div></div><div><br>
With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you&rsquo;re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.</div><div></div><div><br>
We are looking for a highly motivated and detail-oriented <b>Customer Portal Support Specialist to</b> join our growing regional team. This role is pivotal in ensuring that Sales teams can focus on growth while clients experience smooth, professional, and timely onboarding, ad accounts creation, Insertion orders, campaign reports, payment management via the new Customer Portal.</div><div></div><div><br>
As the first line of operational and financial coordination, you will be the bridge between Sales, Finance, Operations and Clients, directly contributing to revenue enablement and customer satisfaction. Your work will ensure that all Portal processes such as onboarding, IO signature management, and cross-hub coverage run seamlessly &mdash; making you a key enabler of our commercial success in the region.</div></div>
<div><div><h3 class="jobSectionHeader"><b>What will you be doing?</b></h3><div><div><ul><li><b>
Client Support &amp; Coordination</b></li><li>
Support Sales teams with onboarding of new clients and end advertisers, ensuring all financial, legal, and compliance requirements are met.</li><li>
Manage documentation and approvals to ensure clients are set up efficiently without delays.</li><li>
1st line Support advertisers and agencies to use the new Customer portal for onboarding, contractual issues, credit limits, compliance issues, I/O issues, and others.</li><li>
Any issues that cannot be resolved by the portal or by the 1st line support will be referred to further 2nd line support such as CSM&rsquo;s, the portal project management team, and others.</li></ul><ul><li>
Manual take over onboarding, I/O, payments, and others in case the Portal is not working.</li><li>
Manually check documentation match data provided by customers.</li><li>
Help setting up Ad Accounts.</li><li>
Check at risk clients with compliance.</li><li>
Report regular statistics on issues.</li><li>
Recommend improvements to the portal.</li><li>
Check documentation and approvals to ensure clients are set up efficiently without delays.</li></ul><div></div><ul><li><b><br>
Operational Excellence</b></li><li>
Provide coverage support for other regional hubs during non-working days (e.g., Fridays in MENA), ensuring uninterrupted client and sales support.</li><li>
Maintain accurate records in CRM/ERP systems and ensure data integrity. Collaboration &amp; Reporting.</li><li>
Act as a key liaison between Sales, Finance, and Credit &amp;amp; Collections teams to ensure smooth handovers and alignment.</li></ul><ul><li>
Track and report onboarding status, bottlenecks, and SLA adherence.</li><li>
Suggest improvements to streamline onboarding and operational efficiency.</li></ul></div></div></div></div>
<div><div><h3 class="jobSectionHeader"><b>What you need for this role?</b></h3><div><div><ul><li>
Bachelor&rsquo;s degree in Finance, Business Administration, or related field.</li><li>
1&ndash;3 years of experience in Finance Operations, Client Onboarding, or Sales Support.</li><li>
A basic understanding of finance and/or compliance is considered an advantage, as it enables smoother collaboration with internal stakeholders, better interpretation of client requirements, and stronger adherence to company policies and regulatory standards.</li></ul><ul><li>
Strong organizational skills with the ability to prioritize and manage multiple deadlines.</li><li>
Excellent written and verbal communication skills (English; Spanish, Arabic, Turkish are a strong plus).</li></ul><ul><li>
Proficiency in MS Excel and CRM/ERP systems (Salesforce, SAP, or similar).</li><li>
Detail-oriented, proactive, and comfortable working in a fast-paced regional environment.</li></ul></div></div></div></div>
<div><div><h3 class="jobSectionHeader"><b>What impact you can expect to make in this role?</b></h3><div><div><ul><li>
You are the first touchpoint ensuring our clients feel supported and valued.</li><li>
Your work directly accelerates revenue by enabling Sales to focus on growth.</li><li>
You safeguard business continuity across regions by providing cross-hub coverage.</li><li>
You&rsquo;ll gain unique exposure to both Sales and Finance, making this role an excellent stepping stone for future career growth &mdash; whether in Finance Operations, Sales, or Credit &amp; Collections.</li></ul></div></div></div></div><div></div><div><div><b><br>
Why Join Us?</b></div><div></div><div><br>
Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.<br>
</div><div></div><br>
<div>We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.</div><div></div><div><i><br>
&ldquo;Share our similarities, celebrate our differences.&rdquo; &ndash; M. Scott Peck</i></div></div></div><div></div>

Customer Portal Support Specialist

MedNet Global Healthcare Solutions LLC

<div>
 <p>
  <strong>
   Onboarding Officer
  </strong>
 </p>
 <p>
  As a member of
  <strong>
   Munich Re
  </strong>
  the
  <strong>
   MedNet Global Health Care Solutions L.L.C.
  </strong>
  is one of the leading managed care service organizations that caters to healthcare needs. We are currently looking for a &ldquo;
  <strong>
   Onboarding Officer
  </strong>
  Execute onboarding activities by ensuring
  <strong>
   accurate collection, validation, and tracking of all required documentation
  </strong>
  , acting as a key gatekeeper to ensure smooth and error-free policy implementation.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Your Job:
  </strong>
 </p>
 <p>
  <strong>
   Pre-Onboarding Preparation
  </strong>
 </p>
 <ul>
  <li>
   Prepare onboarding checklists tailored to each client
  </li>
  <li>
   Review of prior missing or expired documents
  </li>
 </ul>
 <p>
  <strong>
   Client &amp; Broker Engagement
  </strong>
 </p>
 <ul>
  <li>
   Conduct onboarding meetings (physical / virtual) with: Brokers, Policyholders &amp; Educate stakeholders
  </li>
  <li>
   Required documentation
  </li>
  <li>
   Onboarding process
  </li>
 </ul>
 <p>
  <strong>
   Document Collection &amp; Follow-Up
  </strong>
 </p>
 <ul>
  <li>
   Collect all required onboarding documents (mandatory &amp; conditional)
  </li>
  <li>
   Track and follow up on pending documents
  </li>
 </ul>
 <p>
  <strong>
   Document Validation &amp; Gatekeeping
  </strong>
 </p>
 <ul>
  <li>
   Identify and communicate deficiencies (NIGO cases)
  </li>
  <li>
   Ensure all documents meet the agreed standards before submission
  </li>
 </ul>
 <p>
  <strong>
   Coordination &amp; Handover
  </strong>
 </p>
 <ul>
  <li>
   Coordinate with internal teams &amp; submit validated cases to Processing team
  </li>
 </ul>
 <p>
  <strong>
   Status Tracking &amp; Communication
  </strong>
 </p>
 <ul>
  <li>
   Provide regular updates (every 3 days) to stakeholders
  </li>
  <li>
   Act as single point of contact (SPOC) for assigned cases
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Your profile:
  </strong>
 </p>
 <p>
  <strong>
   Minimum Qualifications and Experience:
  </strong>
 </p>
 <ul>
  <li>
   2-3 market experience in EB Operations
  </li>
  <li>
   Excellent coordination and follow-up skills
  </li>
  <li>
   Communication and client handling skills
  </li>
  <li>
   Ability to manage multiple cases simultaneously
  </li>
  <li>
   Problem-solving mindset
  </li>
  <li>
   Basic system proficiency (tracking tools, portals)
  </li>
  <li>
   Good communication skills &amp; command of English
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   *Munich Re not only stands for fairness with regard to its clients; it is also an equal opportunity employer.
  </strong>
 </p>
 <p>
 </p>
</div>


Onboarding Officer

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