Location
pasig
Job Type
Full-time
Posted
June 07, 2026
Job Description
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
Ready to Apply?
Submit your application for Onboarding Officer (Fintech | B2B SaaS) at HRTX
Apply Now