Quick Summary
Overview
Key Responsibilities Client Onboarding & Implementation Lead end-to-end onboarding of new B2B clients from contract signing to activation Coordinate onboarding timelines, documentation,
Technical Tools
OtherOfficer
Responsibilities
~1 min read- 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
- Work closely with Sales, Compliance, Operations, and Technical teams
- Ensure onboarding milestones are met within agreed timelines
- Escalate onboarding risks or delays proactively
- 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
- Maintain onboarding documentation and process standards
- Identify opportunities to streamline onboarding workflows
- Track onboarding metrics and client activation success rates
Requirements
~1 min read- 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
Location & Eligibility
Where is the job
Pasig City, Philippines
On-site at the office
Who can apply
PH
Listing Details
- First seen
- September 25, 2026
- Last seen
- September 30, 2026
Posting Health
- Days active
- 4
- Repost count
- 0
- Trust Level
- 54%
- Scored at
- September 30, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application
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