Client Onboarding Specialist

Operations · Full-time · Philippines · Remote possible

Job description

TransferMate, Ireland’s most recent tech unicorn, is a global B2B payments technology firm, powering international payments and receivables transactions for the world's biggest brands.

TransferMate is part of CluneTech, a suite of companies providing cutting-edge solutions that simplify global business. We have been recognised as a Great Place to Work for 9 consecutive years, a “Best Workplace for Women” for the past 5 years and most recently, we were delighted to be recognised as a “Best Workplace in Tech” for the accreditation’s second year.

Our global footprint encompasses 35 offices worldwide and we do business across 100 countries on a daily basis. We have over 1,200 employees globally and are currently looking for the newest member of our team.

Due to continued expansion, we have created a new position for a Client Onboarding Specialist to join our Client Onboarding Team and wider Operations Team.

The primary responsibility of the Onboarding Specialist is to assist the Strategic Partnership Sales Team with their customer onboarding activities in addition to providing Ongoing support for Partners and their clients after they become live.

Role Responsibilities:

  • Provide exceptional customer service to Strategic Partners & Clients
  • Participate in client implementation Kick-Off meetings.
  • Manage multiple clients/projects/stakeholders simultaneously.
  • Lead/support client information gathering sessions/subsequent meetings.
  • Configure the TransferMate product to meet the requirements of our clients.
  • Serve as a project owner, including managing communication (technical and business level) progress to stakeholders, risk identification, mitigation and facilitating problem solving.
  • Liaise with clients, sales teams, and other stakeholders to ensure successful implementations.

Peers

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