onboarding specialist

BigTrader Technologies LLC

Job Title: Onboarding SpecialistLocation: Doha, Qatar Company: Bigtrader Technologies LLC Employment Type: Full-time Availability: Immediate Joining Required Project: https://iProcure.aiAbout iProcure.aiiProcure.ai is Qatar&rsquo;s first AI-powered B2B procurement and sourcing ecosystem, transforming how businesses discover, connect, and transact with verified suppliers and service providers. Our platform empowers the industrial and SME sectors with digital sourcing tools, RFQ management, and standardized product &amp; service listings based on global UNSPSC codes.Job SummaryThe Onboarding Specialist plays a critical role in ensuring a smooth, accurate, and high-quality onboarding experience for new suppliers and service providers joining the iProcure.ai platform. This role bridges customer experience, data accuracy, and platform operations, ensuring that every company profile is professionally represented and optimized for visibility and performance.Key ResponsibilitiesSupplier Onboarding &amp; Data Management<ul><li>Manage the end-to-end onboarding process for new suppliers and service providers through the admin panel.</li><li>Ensure all company information, UNSPSC categories, products, and services are entered accurately and completely.</li><li>Verify supporting data such as contact details, company descriptions, and industry classification before activation.</li><li>Coordinate with the sales team to ensure timely onboarding of newly acquired clients.</li></ul>Customer Experience &amp; Support<ul><li>Serve as the first point of contact for new users during the onboarding phase.</li><li>Conduct online or in-person walkthroughs to familiarize suppliers with the iProcure.ai dashboard and features.</li><li>Provide prompt and professional support to resolve onboarding or listing-related queries.</li><li>Collect feedback from onboarded clients to enhance the onboarding experience.</li></ul>Platform Quality &amp; Optimization<ul><li>Continuously review and maintain data quality, ensuring profiles meet platform standards.</li><li>Suggest enhancements in category mapping, product listing, and supplier data structure.</li><li>Collaborate with product and operations teams to refine onboarding workflows and automation tools.</li></ul>RequirementsExperience:<ul><li>1&ndash;3 years of experience in customer onboarding, operations, data entry, or CRM management (preferably in B2B or tech platforms).</li><li>Familiarity with procurement or supplier management systems is an advantage.</li></ul>Skills:<ul><li>Excellent attention to detail and data accuracy.</li><li>Strong communication and coordination skills.</li><li>Comfortable using CRM or admin dashboards.</li><li>Proficiency in Excel/Google Sheets for data handling.</li><li>Tech-savvy and process-driven mindset.</li></ul>Other Requirements:<ul><li>Bachelor&rsquo;s Degree or Diploma in Business Administration, Operations, or related fields.</li><li>Immediate availability preferred.</li></ul>Why Join Us<ul><li>Be part of Qatar&rsquo;s leading B2B digital transformation initiative.</li><li>Work closely with operations, product, and sales teams in a growth-focused environment.</li><li>Opportunity to grow into roles in Operations, Customer Success, or Account Management.</li></ul>How to ApplySend your CV to info@iprocure.ai.Job Type: Full-timePay: From QAR2,000.00 per month

Onboarding Specialist

Nomod

Onboarding Specialist <div>
At Nomod we're looking for an Onboarding Specialist to join our team. You'll be on the frontline helping compliant merchants get up and running with Nomod as quickly as possible.
 
Read on to figure out whether this could be right up your alley!
</div>
<div>Full-time Remote</div>
 
 <div> <div>
 About the job We re looking for an Onboarding Specialist to join our team. The ideal candidate is a proactive problem solver, a quick yet analytical thinker, possesses great communication skills, and has focus on the customer experience.
</div> </div>
 <div> <div>
As an Onboarding Specialist, you will:
<ul>
<li> Be responsible for the fast and smooth onboarding of new merchants to the Nomod platform, carrying out KYC/KYB and account reviews </li>
<li> Be super responsive in assisting merchants who have queries about our onboarding process and documentation requirements, giving them a truly delightful experience </li>
<li> Onboard compliant merchants and help them get started charging their customers as quickly and efficiently as possible </li>
<li> Identify risky and non-compliant merchants using our internal framework, engage with merchants, via email, WhatsApp and voice, to gather additional information to allow us to form a clear picture of the activity taking place and the associated risks, and communicate our decision courteously and professionally </li>
<li> Manage the merchant onboarding pipeline in an organised and responsive manner, including handling multiple cases at various stages of progress simultaneously </li>
<li> Use your judgement to escalate unusual or challenging cases to team leads, providing appropriate input, and actioning the next steps </li>
<li> Proactively Investigate account verification behaviour, identify patterns, and help design, implement and refine processes to combat high risk and fraudulent accounts </li>
<li> Communicate with merchants to clearly update them on the status of their accounts, transactions and payouts, working closely with our Support and Growth team to ensure consistency in our messaging </li>
<li> Work with an agile, globally distributed team and be able to harness constructive feedback </li>
<li> Be proud of what you work on, whilst obsessing about the quality of what you produce </li>
<li> Have regular opportunities for career growth. We re growing quickly and are forming new teams as we do. We have a bias towards internal promotion into leadership roles </li>
<li> Ensure that everyone is blown away with their Nomod experience </li>
</ul>
You ll experience what it is like to work in a fun, entrepreneurial, and high growth startup!
 What we d like You do not need to be intimately familiar with any of the technologies that we work with. Great people are effective at quickly learning what we use or introduce us to new ways of working.
Having said that, we think an Onboarding Specialist should:
<ul>
<li> Be educated to at least degree level or equivalent </li>
<li> Have previous experience in a risk, operations or dispute management role, ideally in a financial services or merchant acquiring environment </li>
<li> Have exceptional written and verbal skills in English. If you re bi or trilingual in Arabic, Hindi or Urdu, that would be incredible </li>
<li> Have relentless focus on delivering a delightful experience to users </li>
<li> Have obsessive attention to detail while also being able to spot the bigger picture </li>
<li> Love diving deep into investigations based on a user s story utilising an array of tools </li>
<li> Be persistent, resilient and comfortable asking challenging questions in the face of pushback from users </li>
<li> Be comfortable making high value, and sometimes emotionally difficult decisions, often without perfect information </li>
<li> Have lots of energy, be proactive, think quickly and revel in solving problems that may require a slightly different approach each time </li>
<li> Enjoy building relationships with people, and have excellent interpersonal skills and emotional intelligence </li>
<li> Chrome, Gmail, Google Docs, and similar web tools are second nature </li>
<li> Be creative, innovative, data driven, and have the ability to take on lots of responsibility, while orchestrating multiple deadlines and pushing for outcomes </li>
<li> Deliver no matter what it takes </li>
<li> Have the ability to thrive in a fully remote, distributed organisation </li>
<li> Be lots of fun to work with! </li>
</ul>
 Nice to haves 
<ul>
<li> Prior experience at a high growth startup or at an established fintech firm </li>
<li> Experience using data to build and refine risk and fraud tools </li>
<li> Fluency in other languages in addition to English </li>
<li> Experience working with a remote, global, multicultural team </li>
</ul>
 What you ll get As an Onboarding Specialist you will receive:
<ul>
<li> Your choice of equipment </li>
<li> Competitive pay </li>
<li> Access to our upcoming ESOP </li>
<li> Incredible co-workers (yep, really!) </li>
<li> A super nice, flexible, distributed work environment </li>
</ul>
</div> </div>
 <div> <div>
 Apply for the job Do you want to join our team as our new Onboarding Specialist? Then we'd love to hear about you!
</div> </div>
<div> Apply now </div>

Charter Impact

<div><div>About the Company:</div><div>
Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.</div><div></div><div> 
Role Summary:</div><div>
The Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. This role ensures a smooth and professional transition by guiding school leadership and business managers through the implementation of accounting, payroll, and accounts payable systems, as well as compliance and reporting processes. The Onboarding Specialist acts as a project manager, trainer, and trusted advisor - building strong client relationships from day one and setting the stage for long-term success.</div><div>
</div><div>
This position is remote to candidates based in AZ, CA, CO, CT, FL, ID, NV, OR, SD, TX, UT and/or WA.</div>
<h3 class="jobSectionHeader">Responsibilities</h3><ul><li>
Client Onboarding &amp; Implementation</li><li>
Serve as the primary contact for new school clients during the onboarding phase</li><li>
Lead kickoff meetings to establish timelines, deliverables, and expectations</li><li>
Gather, review and validate client data (e.g., chart of accounts, payroll records, contracts, compliance calendars)</li><li>
Coordinate setup and configuration of financial and payroll systems (Sage Intacct, Inova, Edstruments or equivalent)</li><li>
Ensure proper mapping to state-specific requirements (e.g., Florida DOE Chart of Accounts, FEFP funding, Title I/IDEA compliance).</li><li>
Facilitate weekly check-in meetings with new clients to provide guidance, answer questions, and support a smooth transition through process refinements</li></ul><div>
</div><ul><li>
Training &amp; Knowledge Transfer</li><li>
Train school leaders and staff on new systems, processes, and workflows</li><li>
Develop and deliver written guides, checklists, and resource materials to support successful client adoption and independence</li></ul><div>
</div><ul><li>
Project Management &amp; Communication</li><li>
Track onboarding milestones, deliverables, and deadlines, escalating risks proactively as needed</li><li>
Collaborate with internal teams (payroll, accounts payable, accounting, compliance) to ensure seamless handoffs and coordinated execution</li><li>
Keep clients informed through regular progress updates, status reports, and clear next steps</li></ul><div>
</div><ul><li>
Demos &amp; Pre-Sales Support</li><li>
Conduct tailored demonstrations of accounting, payroll, and accounts payable platforms for prospective clients</li><li>
Highlight features, workflows, and compliance advantages relevant to charter school operations</li><li>
Partner with the sales team to address technical and process questions, reinforcing client confidence prior to contract execution</li><li>
Capture and share feedback from demo sessions to inform product enhancements and onboarding resources</li></ul><div>
</div><ul><li>
Relationship Building</li><li>
Build and maintain trusted relationships with clients by demonstrating expertise, responsiveness, and empathy for the unique challenges of charter schools</li><li>
Identify opportunities to streamline processes, improve service delivery, and enhance the overall client experience</li></ul><h3 class="jobSectionHeader">
Requirements</h3><ul><li>
EDUCATION: Bachelor&rsquo;s degree in Accounting, Finance, Business Administration, Education, or related field (or equivalent experience).</li></ul><div></div><ul><li> 
EXPERIENCE:</li><li>
3+ years of experience in charter school operations, business management, accounting, or client services</li><li>
Strong knowledge of charter school funding models, compliance requirements, and payroll practices preferred</li></ul><div>
</div><ul><li>
KNOWLEDGE OF:</li><li>
Purposes, methods, and practices of client onboarding, transitioning and record keeping</li><li>
Intermediate Microsoft Office (Word, Excel, Outlook) skills</li><li>
Proper and effective use of English grammar and communication skills (oral and written)</li><li>
Ability to effectively listen to and empathize with customers</li><li>
Learn the appropriate rules, regulations and technical procedures specifically related to charter schools and non-profit payroll</li></ul><div>
</div><ul><li>
Candidates must also have the ability to:</li><li>
Align with Charter Impacts core beliefs and business philosophy</li><li>
Manage multiple projects, clients, and timelines effectively through strong project management and organizational skills</li><li>
Clearly explain financial and technical information to diverse, non-finance audiences using strong communication and interpersonal skills</li><li>
Effectively use financial/accounting software (e.g., Sage Intacct, Inova, ADP, etc.) as well as Microsoft and Google productivity tools to perform daily tasks efficiently</li><li>
Maintain, encourage and participate in a close and highly collaborative team environment with clients and Charter Impact staff</li><li>
Adapt quickly to change</li><li>
Understand and carry out directions in an independent manner</li></ul><div>
</div><ul><li>
Experience with the following is a plus:</li><li>
Sage Intacct Accounting</li><li>
Any third-party payroll database experience, such as ADP, Paychex, Intuit</li></ul><h3 class="jobSectionHeader">
What's in it for You?</h3><ul><li>
As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.</li><li>
Opportunities to connect: Engage in frequent virtual and in-person team-building events.</li><li>
Incredible colleagues: Work alongside a passionate team making a real impact.</li><li>
Competitive compensation &amp; benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match&mdash;and much more!</li><li>
Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.</li><li>
Employee Referral Bonus Program: Earn a bonus for successful referrals.</li></ul><div>
This position has a base salary of $26.00 - $31.00 per hour, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results.</div><div>
Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.</div>

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Motive

<div>
 
 Who We Are
 
 
 
 Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.
 
 
 Motive serves nearly 100,000 customers &ndash; from Fortune 500 enterprises to small businesses &ndash; across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.
 
 
 Visit gomotive.com to learn more.
 
 
 Roles &amp; Responsibilities
 
 
 Onboarding specialists are accountable for delivering content that helps our employees develop their skills and knowledge. Your goal is to conduct informative training sessions, help new team members navigate their onboarding schedule, &amp; contribute to the growth of the onboarding program.
 
 
 The Instructional Designer/Facilitator, Onboarding role is a lead role on the onboarding facilitation team that reports to the Sales Onboarding Program Manager. You will specialize in not only delivering training content to new team members but also responding to requests from stakeholders &amp; leading initiatives to keep the program&rsquo;s curriculum relevant &amp; engaging.
 
 
 Ideally, you&rsquo;ve had experience working in or helped develop an onboarding program that delivered value to new team members from the time they accepted their offer all the way through to hitting their first quota.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Deliver training to predominately entry to mid-level front-line CS &amp; Sales staff
 </li>
 <li>
 Support multiple classes of new team members from their initial onboarding through their ramp period
 </li>
 <li>
 Coach new team members on sales strategy &amp; process adherence as they advance through the early stages of their on-the-job experience
 </li>
 <li>
 Conduct exercises and activities that enhance the learning process
 </li>
 <li>
 Source and/or create Enablement content including but not limited to:
 </li>
 <ul>
 <li>
 Structured slide decks
 </li>
 <li>
 Internal Product and other &ldquo;One Pagers&rdquo;
 </li>
 <li>
 Videos (including voice over and/or webinar-style/screenshare)
 </li>
 <li>
 eLearning experiences
 </li>
 <li>
 Email Templates
 </li>
 <li>
 Talking Points/Scripts
 </li>
 <li>
 Role Plays
 </li>
 <li>
 Facilitator Guides
 </li>
 <li>
 Sales Playbooks (SOPs not included, they are out of Enablement scope)
 </li>
 </ul>
 <li>
 Schedule training sessions
 </li>
 <li>
 Intake facilitator requests &amp; align with the Sales Onboarding Program Manager on strategy for launching new onboarding initiatives
 
 </li>
 </ul>
 
 Experience And Skills
 
 
 
 <ul>
 <li>
 2+ years building content and facilitating training across a multi-site sales organization
 </li>
 <li>
 2+ years of progressive responsibility in Enablement, L&amp;D or Training roles in a high growth, B2B, SaaS organization
 </li>
 <li>
 Experience in either expanding or working within an onboarding program that delivered value to new team members through their ramp period
 </li>
 <li>
 Exceptional communication (both verbally and in writing), presentation, and interpersonal skills
 </li>
 <li>
 Bachelor&rsquo;s Degree in related fields.
 </li>
 <li>
 Solid knowledge of the latest corporate training techniques.
 </li>
 <li>
 Excellent time management and organizational skills.
 </li>
 <li>
 Ability to build relationships and promote a work environment focused on team development and constant coaching
 
 
 </li>
 </ul>
 
 Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.
 
 
 
 
 Please review our Candidate Privacy Notice here .
 
 
 
 
 UK Candidate Privacy Notice here.
 
 
 
 
 The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive's policy to require that employees be authorized to receive access to Motive products and technology.
 
</div>

Plum

<div>
 
 
 About Plum
 
 
 
 Plum is an employee insurance and health benefits platform focused on making health insurance simple, accessible and inclusive for modern organizations.
 
 
 
 
 
 Healthcare in India is seeing a phenomenal shift with inflation in healthcare costs 3x that of general inflation. A majority of Indians are unable to afford health insurance on their own; and so as many as 600mn Indians will likely have to depend on employer-sponsored insurance.
 
 
 
 
 
 Plum is on a mission to provide the highest quality insurance and healthcare to 10 million lives by FY2030, through companies that care. Plum is backed by Tiger Global and Peak XV Partners.
 
 
 
 
 
 
 About the Role
 
 
 
 You would help employees and employers use their health insurance and health benefits in the most seamless way possible. You understand the importance of customer success and you take pride in going over and beyond to help your customers. You always put your customer first. You have a strong communication skill, and you are passionate about helping people. You can think on the feet to come up with creative solutions for customer issues.
 
 
 
 
 
 
 Role Responsibilities
 
 
 <ul>
 <li>
 Onboard corporates, coordinate with internal stakeholders (Sales, AM, Product teams) and external insurers
 </li>
 <li>
 Onboard HR/Admins and employees on the product
 </li>
 <li>
 Follow and execute SOP for onboarding with zero deviations
 </li>
 <li>
 Develop a deep level of understanding and knowledge of the entire product , systems and processes
 </li>
 <li>
 Respond to customer queries in a timely and accurate way via phone, email or chat
 </li>
 <li>
 Support corporate escalations on onboarding
 </li>
 <li>
 Interact with internal and external teams to ensure quick resolution of customer issues on onboarding
 </li>
 <li>
 Drive 100% customer retention by delivering extraordinary service
 </li>
 </ul>
 
 
 
 
 
 Role Requirements
 
 
 <ul>
 <li>
 You should have at least
 
 1- 4 years
 
 of experience in
 
 Customer Success /Client servicing/Relationship Management
 
 </li>
 <li>
 You should possess great command of English (both oral and written)
 </li>
 <li>
 You should be comfortable using modern tools like Intercom, Slack, Google Suite, Hubspot
 </li>
 <li>
 If you come from a startup background, it will be plus
 </li>
 <li>
 You have good amount of experience and expertise in dealing with data handling on Excel
 </li>
 </ul>
</div>

Foodics

We are currently seeking a talented and motivated Customer Onboarding Associate to join our team in UAE. As a Customer Onboarding Specialist, you will play a crucial role in empowering sellers by providing comprehensive training on our cutting-edge POS platform and guiding them through the seamless implementation and installation of our state-of-the-art devices..
What Will You Do
<ul>
<li>Assist in scheduling installation appointments with clients and confirming that the site is ready for installation.</li>
<li>Support the coordination of backend on-site training requests.</li>
<li>Help schedule on-site technical visits, including normal and emergency cases, under supervision.</li>
<li>Assist in the onboarding process for customers for products.</li>
<li>Monitor assigned tasks and projects, ensuring services are delivered according to SLAs, with guidance from senior team members.</li>
<li>Conduct phone calls to educate customers about onboarding sequences.</li>
<li>Assist clients in setting up Foodics menus and inventory products.</li>
<li>Provide support in building customer menus, recipes, and inventory items.</li>
<li>Help with menu and inventory updates as needed.</li>
</ul>
What Are We Looking For
<ul>
<li>Holder of Diploma or Bachelor's Degree in Networking, Computer Information System, Computer Science</li>
<li>Working experience of at least 1 years preferably with Information Technology / Software and/or Software-as-a-Service (SaaS) products companies</li>
<li>Excellent problem-solving skills</li>
<li>Must have strong and excellent communication skills both written and oral</li>
<li>Fluent in English and Arabic is a must</li>
<li>Willing to travel from time to time within or outside Dubai and /or different cities in UAE</li>
<li>Self-starter with ability to work independently across functional groups and on multiple initiatives simultaneously</li>
<li>Must be flexible to work in a fast-paced and evolving environment</li>
</ul>

Customer Onboarding Specialist

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