customer onboarding specialist

Talent 360

About SiFi: SiFi is a rapidly growing B2B Fin-Tech company transforming expense management for businesses in Saudi Arabia. As a licensed EMI from the Saudi Central Bank, we empower companies with innovative tools to simplify finance management. Position Overview The Customer Success Associate plays a key role in driving customer adoption and engagement on the platform. This role focuses on ensuring customers successfully activate, use, and gain value from the product. Acting as the first point of contact for new customers, the associate supports onboarding, provides proactive assistance, and helps identify opportunities to increase platform utilization. The role works closely with Customer Success Managers to deliver a seamless post-onboarding experience that builds long-term satisfaction and retention. Primary Responsibilities: <ul><li>Support customer onboarding by guiding users through account setup, feature activation, and best-practice workflows.</li><li>Proactively monitor customer activity to ensure adoption milestones (accounting integration, receipt forwarding, team budgets, etc.) are achieved on time.</li><li>Respond to customer inquiries via email, phone, and chat, ensuring quick resolution and a smooth user experience.</li><li>Identify customers who show low engagement or adoption risk and flag them for intervention by the Customer Success Manager.</li><li>Gather and document customer feedback, usage patterns, and feature requests to help improve product experience.</li><li>Assist in developing and maintaining knowledge base articles, FAQs, and training materials to support self-serve adoption.</li><li>Support the delivery of training sessions, demos, and webinars to drive product awareness and feature utilization.</li><li>Maintain accurate and up-to-date customer records and engagement notes in the CRM.</li><li>Generate adoption and engagement reports to support Customer Success team performance tracking.</li><li>Collaborate with Sales, Product, and Support teams to enhance the overall customer lifecycle experience.</li></ul> Basic Qualifications: <ul><li>Bachelor's degree in Business, Communications, or a related field.</li><li>Strong communication and interpersonal skills, both written and verbal.</li><li>Basic understanding of customer success and product adoption principles.</li><li>Proficiency in Microsoft Office and familiarity with CRM systems (e.g., Zoho, HubSpot, Salesforce).</li><li>Ability to learn quickly and explain technical features in simple, actionable terms.</li><li>Strong problem-solving skills and attention to detail.</li><li>Excellent organizational skills and ability to manage multiple customers simultaneously.</li></ul> Preferred Qualifications: <ul><li>Prior experience in a customer-facing or onboarding role, ideally within a SaaS or fintech company.</li><li>Familiarity with customer success metrics (e.g., activation rate, feature adoption, health score).</li><li>Understanding of project or account management principles.</li><li>Experience using customer support or engagement tools (e.g., Intercom, Zendesk, Freshdesk).</li><li>Knowledge of the fintech or financial services ecosystem.</li></ul><img src="https://www.jobg8.com/Tracking.aspx?5gzGUc577o6J1w9HAARrlLgWwUlGe9mjf" width="0" height="0" />

Customer Success Associate

Pemo

- Serve as the primary point of contact for new customers throughout their onboarding process, ensuring a smooth and timely transition to using our software.- Conduct thorough assessments of the customers' needs and goals to improve and streamline our onboarding process.- Collaborate with cross-functional teams including sales, customer success, and product to gather relevant information regarding the customers' journey and experience, ensuring more streamlined handovers.- Coordinate and facilitate onboarding activities with our customers (e.g., account setup).- Take a proactive approach to onboarding by asking questions to understand their goals, concerns, and expectations.- Act as a trusted advisor to the customer, offering recommendations and data-driven insights to optimize their experience. What you will be doing: - Serve as the primary point of contact for new customers throughout their onboarding process, ensuring a smooth and timely transition to using our software.- Conduct thorough assessments of the customers' needs and goals to improve and streamline our onboarding process.- Collaborate with cross-functional teams including sales, customer success, and product to gather relevant information regarding the customers' journey and experience, ensuring more streamlined handovers.- Coordinate and facilitate onboarding activities with our customers (e.g., account setup).- Take a proactive approach to onboarding by asking questions to understand their goals, concerns, and expectations.- Act as a trusted advisor to the customer, offering recommendations and data-driven insights to optimize their experience. About You: <ul><li>Enthusiastic</li><li>Super organized with great attention to detail</li><li>Excellent communication and interpersonal skills</li><li>Collaborative and willing to learn</li><li>Thrives in a customer-centric environment</li><li>Comfortable working independently and remotely, as well as collaboratively</li></ul>Disclaimer: is only a platform to connect jobseekers and employers. Applicants are advised to research the legitimacy of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advise against sharing personal or bank-related information. For more security tips, please visit Security Advice. If you suspect any fraud or malpractice, email us at .

Customer Success Manager

Vonage

<div>
 
 Join Vonage and help us innovate cloud communications for businesses worldwide!
 
 
 
 
 WHY THIS ROLE MATTERS
 
 
 
 We are looking for an Onboarding Analyst to join our Onboarding team. This role works cross functionally with our sales team to ensure that customers are onboarded in the best possible way. You will liaise with different operational teams, finding innovative solutions to customer problems. The Onboarding team is a global team centered on enhancing the customer onboarding journey. We&rsquo;re action-oriented, attentive to detail, and always finding ways to improve ourselves.
 
 
 
 What You Will Do
 
 
 
 <ul>
 <li>
 Ensure smooth operation of all processes relating to customer onboarding &amp; product registration; guiding customers as required
 </li>
 <li>
 Establish and maintain trusted and collaborative working relationships with internal and external teams to facilitate and accelerate the on-boarding processes, communicating effectively in writing and verbally.
 </li>
 <li>
 Proactively respond to internal and external customer queries in a timely manner
 </li>
 <li>
 Actively identify process improvement areas and solutions, communicating findings with team and leaders where appropriate.
 </li>
 <li>
 Manage set up activities in several dashboard systems, for our customers to go live with some of our products
 </li>
 <li>
 Help us transform and automate our manual processes into a best in class onboarding experience
 
 
 </li>
 </ul>
 
 What You Will Bring
 
 
 
 <ul>
 <li>
 Fluent in English.
 </li>
 <li>
 Degree educated. Bachelor&rsquo;s degree required, preferably in Business.
 </li>
 <li>
 Technically savvy. You&rsquo;re always thinking of ways to improve our way of working with the latest technology
 </li>
 <li>
 A junior project manager, with exceptional ability to balance competing priorities
 </li>
 <li>
 Process oriented and adaptable. You can juggle multiple steps in complex process maps, whilst delivering on tight deadlines.
 </li>
 <li>
 Customer focused, always thinking about how to improve tools and customers for your internal and external customer
 </li>
 <li>
 Collaborative and friendly. You excel at communicating with diverse stakeholders.
 </li>
 <li>
 A problem solver. You proactively identify gaps and challenges, pitching solutions.
 </li>
 <li>
 Comfortable in a fast pace, global &amp; multicultural environment
 
 
 </li>
 </ul>
 
 Nice to have
 
 
 
 <ul>
 <li>
 Top notch JIRA and Salesforce skills
 </li>
 <li>
 Experience in a tech company
 </li>
 <li>
 Familiarity with G-Suite
 
 
 </li>
 </ul>
 
 How You&rsquo;ll Benefit
 
 
 
 <ul>
 <li>
 Discretionary Time Off.
 </li>
 <li>
 Private Medical Insurance with optional dependent coverage.
 </li>
 <li>
 Educational Assistance Reimbursement Program.
 </li>
 <li>
 Opportunities for reimbursement for conferences, trainings, and other personal development events.
 
 
 </li>
 </ul>
 
 There&rsquo;s no perfect candidate.
 
 You don't need all the preferred qualifications to make a valuable impact on our team. Our employees and customers come from diverse backgrounds, so if you're passionate about what you could achieve at Vonage, we'd love to hear from you.
 
 
 To learn how we process your personal data during the recruitment process, please refer to our
 
 Privacy Notice
 
 .
 
 
 
 Who We Are
 
 
 
 Vonage is a global cloud communications leader. And your talent will further help brands - such as Airbnb, Viber, WhatsApp, and Snapchat - accelerate their digital transformation through our fully programmable-based unified communications, contact center solutions, and communications APIs. Ready to innovate? Then join us today.
 
 
 Note: The purpose of this profile is to provide a general summary of essential responsibilities for the position and is not meant as an exhaustive list. Assignments may differ for individuals within the same role based on business conditions, departmental need or geographic location.
</div>

Onboarding Analyst (Customer onboarding and activation)

Starlink Qatar

<div>
 
 
 Role Summary (6 months contract - Extendable)
 
 
 
 This role will ensure comprehensive analysis and optimization of fintech operational processes related to payroll customer onboarding, activation, service delivery and document management. Drive end-to-end process mapping, define SLAs/KPIs, and identify opportunities for automation leveraging fintech tools and RPA. Collaborate with cross-functional teams to translate improvements into actionable workflows enhancing customer experience and operational efficiency, leveraging RPA, Odoo, and Metabase etc
 
 
 
 
 
 
 
 Key Responsibilitie
 
 
 <ul>
 <li>
 
 sMap and document operational processes including
 
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 :
 
 Customer Registration &ndash; Digit
 </li>
 <li>
 alCustomer Registration &ndash; Over the Count
 </li>
 <li>
 erCustomer Activati
 </li>
 <li>
 onCustomer Card Issuan
 </li>
 <li>
 ceCustomer Complaints Call Cent
 </li>
 <li>
 reCustomer Ticket Resolution &ndash; Servic
 </li>
 <li>
 esCustomer Ticket Resolution &ndash; Remittance Servic
 </li>
 <li>
 esCustomer Ticket Resolution &ndash; Card and Bank Transfer Servic
 </li>
 <li>
 esPayroll Companies Onboardi
 </li>
 <li>
 ngPayroll Customer Registrati
 </li>
 <li>
 onPayroll Customer Activati
 </li>
 <li>
 onPayroll Customer Card Issuan
 </li>
 <li>
 cePayroll Trainin
 </li>
 <li>
 gsDocument Archivi
 </li>
 </ol>
 
 
 
 <ul>
 <li>
 ng
 
 Define SLAs and KPIs to monitor operational effectiveness and customer satisfacti
 </li>
 <li>
 on.Identify process bottlenecks, simplification opportunities, and potential for automati
 </li>
 <li>
 on.Collaborate with technology, customer service, and payroll teams to implement automated workflows and digital too
 </li>
 <li>
 ls.Lead change management efforts to ensure smooth adoption of new process
 </li>
 <li>
 es.Prepare detailed reports and presentations on operational process improvements and outcom
 </li>
 <li>
 es.Produce weekly operational metrics and work with technology to automate th
 </li>
 </ul>
 
 
 
 
 
 ese
 
 Required Experience and Sk
 
 
 <ul>
 <li>
 illsMinimum 6 years of experience in fintech or financial services, operational process analysis and improvem
 </li>
 <li>
 ent.Expertise in customer onboarding, activation, support workflows, and payroll operational proces
 </li>
 <li>
 ses.Strong skills in process mapping, automation requirement gathering, and SLA/KPI definit
 </li>
 <li>
 ion.Familiarity with digital customer onboarding best practices, fintech service platforms, and RPA soluti
 </li>
 <li>
 ons.Excellent communication, stakeholder management, and leadership capabilit
 </li>
 </ul>
 
 
 
 
 
 ies.
 
 Key Performance Indicators (
 
 
 <ul>
 <li>
 KPIs)Percentage of operational processes mapped, optimized with documented workflows &amp; auto
 </li>
 <li>
 matedSLA compliance rates for all customers onboarding and ticket resolution proce
 </li>
 <li>
 sses.Average time reduction for customer activation and card issuance proce
 </li>
 <li>
 sses.Reduction in customer complaint resolution time and the number of compla
 </li>
 <li>
 ints.Number and operational impact of process automations impleme
 </li>
 <li>
 nted.Customer satisfaction and service quality scores related to operat
 </li>
 <li>
 ions.Create and implement a call centre reduction ro
 </li>
 <li>
 admapCreate and implement a ticket reduction ro
 </li>
 </ul>
 
 
 
 admap
</div>

Operations Business Analyst / Operations Process Specialist (6 months contract)

Intuitive Apps Inc.

<ul><li>KYC Operations ,</li><li>Non IT Project Manager ,</li><li>Migration, Implementation of projects</li><li>Customer Due Diligence ,</li><li>Customer Onboarding</li></ul>Job Types: Full-time, Permanent, Contractual / TemporaryPay: Up to &#8377;2,100,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

Project Manager KY

<div>ADP is hiring a Deal Desk Analyst within our Commercial Operations Center of Excellence (CoE) 
 
*This is a hybrid role based out of our Maitland, FL, or Tempe, AZ offices. Qualified candidates must live within commutable distance to one of these locations. *
This is a highly customer centric, engaging, and instrumental role in driving early-stage customer success within the Human Resources Outsourcing (HRO) organization. We are seeking an individual who has high-energy, likes to win, and thrives where things move fast, and deadlines must be hit without exception. You will serve as a trusted advisor to Sales teams and work directly with Clients in their post-sales onboarding and transition to ADP.
Responsibilities:
<ul><li>Collect and review PEO Health and benefits new business prospect applications for accuracy and completeness, maintains an activity tracking log and interacts with clients.</li>
<li>Manage and validate client data and work directly with sales, broker, and implementation teams to ensure accurate collection of key documentation.</li>
<li>Responsibilities include structuring PEO deals in CRM, performing due-diligence and analysis of customer onboarding requirements, handling and collecting PEO health and benefits new business prospect applications for accuracy and completeness, knowledge of federal/state/local guidelines, and more.</li>
<li>Manage client expectations, internal communications, and relationships.</li>
<li>Responsible for gathering and reviewing new hire packets, benefit enrollment forms, garnishments, 401k, flex, accrual information, payroll register etc. to ensure the client&rsquo;s on-boarding process is handled in a timely manner and compliant with Sales and Service customer onboarding policies/procedures.</li>
<li>Facilitate problem resolution for client employees and/or contacts directly or by partnering with the appropriate department.</li>
<li>Ability to work independently and meet individual &amp; team KPIs.</li>
<li>Work independently to resolve challenges and provide creative solutions to sales&rsquo; issues and questions</li>
<li>Demonstrated organizational skills like the ability to multi-task, set priorities, and follow up in a timely manner</li>
<li>Provide recommendations to ADP leadership around potential best practices and training on ADP solutions, based on client input or experience</li>
</ul>Qualifications Required:
<ul><li>A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:</li>
<li><ul><li>At least 3-5 years of business operations, customer operations, sales operations experience or systems integration environment</li>
<li>Prior experience in customer success/customer onboarding operations are a plus</li>
</ul></li></ul>Preferred Qualifications:
Preference will be given to candidates who have the following:
<ul><li>Ownership mindset, making the customer top priority, curiosity and high ethical standards.</li>
<li>Excellent interpersonal and relationship management skills.</li>
<li>Excellent written and verbal communication skills, along with organizational and time management.</li>
<li>Strong Excel, Sales Enablement Tools (CRM, GONG, Seismic, etc.), MSWord and PowerPoint skills.</li>
<li>Meticulous oriented with strong analytical skills and judgement/decision-making ability.</li>
<li>Ability to work in a fast-paced, performance-based environment and meet deadlines.</li>
<li>Work independently and proactively drive issues to resolution.</li>
<li>Knowledge of HR and Payroll industry tools and best-practices are also a plus.</li>
</ul>A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion &amp; Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP&rsquo;s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP&rsquo;s culture and our full set of values.</div>

Deal Desk Analyst - Human Resources Outsourcing (HRO)

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Project Manager KY

Deal Desk Analyst - Human Resources Outsourcing (HRO)

Deal Desk Analyst - Human Resources Outsourcing (HRO)