Onboarding Specialist

6 days ago

Singapore IDEATORY PTE. LTD. Full time

**Responsibilities**
- Work with the Onboarding project manager to ensure that client onboarding and implementation happens seamlessly.
- Work cross-functionally with customer success, account management, operations engineering, and product teams to deliver customer onboarding.
- Conduct requirements gathering sessions with the client to understand their business process and requirements.
- Work with the Customer Success team to design an appropriate onboarding plan as well as design the correct workflow templates and configuration of the platform to satisfy the needs of the client.
- Conduct training and User Acceptance Tests for the client to ensure that the platform is configured as per their requirements.
- Own and execute the launch strategy, plan, and process for each client.
- Ensure proper handover to the Account Management team after successful onboarding of the client.
- Generate appropriate documentation including requirements specifications, meeting minutes, etc. that ensure that transparency is maintained and different teams can collaborate effectively.
- Provide input for product roadmaps and feature improvements to internal teams related to the onboarding process.
- Develop onboarding packs/programs that can be customized based on the unique needs of customers. This includes creating standard decks and documentation that enables us to onboard our clients better and faster.

**Qualification**
- A degree in the engineering-related discipline may be an advantage in understanding the configuration side of things.
- Certificates/courses completed related to Cloud computing, Project management, SaaS, etc. are a plus.

**What We Are Looking For**
- Ability to articulate understanding of benefits/drawbacks of different solutions.
- Exceptional written and verbal communication skills.
- Be an analytical and structured thinker.
- Strong influence, advocacy, and communication skills.
- Passionate, self-driven, creative problem solver with a can-do attitude.
- Comfortable with software and technology and configuration.
- Attention to detail and the ability to maintain a high level of professionalism in a fast-paced environment.
- Confidence to interact positively with different types of stakeholders in client companies.

**Good to have**
- Knowledge of SaaS and B2B.
- Experience in HR-tech preferred.
- Knowledge of agile & enterprise architecture preferred.

  • Onboarding Specialist

    1 day ago

    Singapore beBeeOnboarding Full time $90,000 - $120,000

    Onboarding SpecialistWe are seeking a highly skilled Onboarding Specialist to join our team. The ideal candidate will play a pivotal role in ensuring seamless client onboarding processes, adhering to regulatory requirements and organizational compliance standards.Responsibilities:Take ownership of the new client account opening process, performing thorough...

  • Client Onboarding Specialist

    1 day ago

    Singapore Marketing Transformers Full time

    Job Title: Client Onboarding Specialist Shift Time: 10 am to 6 pm (Mon to Fri) / 12 pm to 4 pm (Sat) AEST Salary: AUD per month Join Our Team at Marketing Transformers Were on the lookout for a Client Onboarding Specialist to join our dynamic team at Marketing Transformers, a digital marketing agency in Sydney serving clients across Australia, NZ, USA, and...

  • Onboarding Specialist

    2 weeks ago

    Singapore QCP CAPITAL PTE. LTD. Full time

    We are QCP Capital, a full-suite crypto asset trading firm. Since our founding in 2017, we have witnessed the potential of crypto assets to transform financial markets and the world at large. Today we exist at the center of this change, bridging institutional and crypto ecosystems. We work to catalyze a circle of progress, ultimately to shape a better...

  • Client Onboarding Specialist

    7 days ago

    Singapore beBeeClientOnboarding Full time $90,000 - $120,000

    About this role We are seeking an experienced Client Onboarding & Due Diligence Specialist to join our team. As a Client Onboarding & Due Diligence Specialist, you will be responsible for ensuring a seamless and compliant client journey from onboarding to ongoing due diligence. Key Responsibilities: Manage the end-to-end onboarding process for corporate...

  • Client Onboarding Specialist

    6 days ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    Role Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical...

  • Customer Onboarding Specialist

    7 hours ago

    Singapore beBeeOnboarding Full time $90,000 - $120,000

    Job Title:Customer Onboarding SpecialistAbout the Role:We are seeking a Customer Onboarding Specialist to join our team. This is an exciting opportunity to own and drive the onboarding journey for a diverse portfolio of customers across the APJ region.Your primary goal will be accelerating customers' time-to-value by establishing measurable success criteria,...

  • Client Onboarding Specialist

    16 hours ago

    Singapore beBeeCompliance Full time $80,000 - $120,000

    Job Title: Client Onboarding SpecialistWe are seeking a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for coordinating the onboarding process for new clients, ensuring compliance with regulatory requirements, and maintaining accurate client records.Key Responsibilities:Coordinate the onboarding process for new...

  • Client Onboarding Specialist

    5 days ago

    Singapore Newtone Consulting Full time

    Posted by - Guoyi Zhang- Director We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation...

  • Client Onboarding Specialist

    5 days ago

    Singapore NEW TONE CONSULTING PTE. LTD. Full time

    We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and regulatory requirements are...

  • Onboarding Specialist

    1 week ago

    Singapore Hays Full time

    **Your new company** My client is a top tier investment bank located in the heart of Singapore. They are looking for an Onboarding Specialist to be part of the Wealth Management Proximity Operations team. You will be supporting the front business (Client Advisors, Investment Advisors and Relationship Managers) for all Client Onboarding for new...