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🥝 Onboarding Officer (Fintech | B2B SaaS)

HRTX | pasig, Philippines | Posted June 05, 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

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