Client Onboarding Specialist
Client Onboarding Specialist
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Job Description
Client Onboarding specialist Pay3
Job Title: Client Onboarding Specialist
Location: Bengaluru India
Department: Customer Success & Implementation
Experience: 12 years
Type: FullTime
About Pay3
Pay3 offers a comprehensive global payments solution for the digital commerce industry enabling seamless purchases and payouts across 100 countries through a single low code integration. Our network excels in emerging markets including Southeast Asia India China Africa and Latin America. We support stablecoin and cryptocurrencies.
Role Overview
As a Client Onboarding Specialist at Pay3 you will be the primary point of contact for new enterprise clients postsale. Your role involves guiding clients through the onboarding process ensuring timely activation of our payment solutions and setting the foundation for longterm success.
Key Responsibilities
- Manage the endtoend onboarding journey for new clients ensuring a smooth transition from sales to active usage.
- Collaborate with internal teams (Sales Product Compliance Tech) and external partners to facilitate timely client activation.
- Guide clients through integration steps including KYC documentation and system setup ensuring compliance and seamless technical integration.
- Troubleshoot onboarding issues and coordinate with the tech team for swift resolutions.
- Build rapport with clients and proactively manage expectations throughout the onboarding process.
- Continuously improve onboarding workflows checklists and client communication materials.
- Track key onboarding metrics (TAT success rate dropoffs) and report regularly to stakeholders.
- Educate clients on Pay3s product capabilities and best practices for usage.
Requirements
- 12 years of experience in client onboarding implementation or customer success preferably in fintech SaaS or B2B environments.
- Strong project management and coordination skills.
- Excellent communication and interpersonal abilities.
- High attention to detail and a clientfirst mindset.
- Comfortable with API including documentation and technology tools to facilitate onboarding
- Ability to thrive in a fastpaced startup environment.
Nice to Have
- Prior experience with onboarding in a payments/fintech environment.
- Knowledge of the payments ecosystem and digital commerce platforms.
What We Offer
- Competitive salary and growth opportunities.
- Flexible work setup.
- Collaborative and driven team environment.
- Opportunity to work at the forefront of fintech innovation.
If you are interested please drop a note to
Required Experience:
Junior IC
Employment Type
Full-Time
