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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