~4d ago

Onboarding Officer (Fintech | B2B SaaS)

PhilippinesPhilippines·Pasig Citymid
OtherOfficer
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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
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Onboarding Officer (Fintech | B2B SaaS)