Onboarding Officer (Fintech | B2B SaaS)

Key Responsibilities

Client Onboarding & Implementation

• Lead end-to-end onboarding of new B2B clients from contract signing to activation
• Coordinate onboarding timelines, documentation, and system setup
• Guide clients through platform configuration and compliance requirements
• Serve as the primary onboarding contact for new clients

Cross-Functional Coordination

• Work closely with Sales, Compliance, Operations, and Technical teams
• Ensure onboarding milestones are met within agreed timelines
• Escalate onboarding risks or delays proactively

Client Relationship Management

• Build strong early relationships with client stakeholders
• Conduct onboarding training sessions and product walkthroughs
• Ensure clients understand product capabilities and best practices
• Gather feedback to improve onboarding processes

Process Improvement

• Maintain onboarding documentation and process standards
• Identify opportunities to streamline onboarding workflows
• Track onboarding metrics and client activation success rates

Qualifications

• Bachelors degree in Business, Finance, or related field
• 2–4 years experience in B2B sales support, onboarding, or account management
• Experience in fintech, banking, or financial services preferred
• Strong project coordination and client-facing skills
• Excellent communication and problem-solving abilities
• Ability to manage multiple onboarding projects simultaneously