Client Onboarding Specialist

CluneTech

Client Onboarding Specialist at TransferMate managing onboarding for global clients. Focused on delivering exceptional client experiences in a fast-paced fintech environment.

Posted 5/21/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Deliver a world-class onboarding experience for Strategic Partners and their clients, building confidence and trust from day one
Lead client implementation kick-off meetings and drive projects through to successful completion
Manage multiple onboarding projects simultaneously while maintaining exceptional attention to detail and stakeholder alignment
Facilitate discovery and information-gathering sessions to understand client requirements and operational needs
Configure TransferMate solutions to support client-specific workflows and business objectives
Act as the central point of ownership across implementations—managing communication, timelines, risk mitigation, issue resolution, and stakeholder expectations
Collaborate cross-functionally with Sales, Operations, Product, and technical teams to deliver seamless client launches
Support partners and clients post go-live, ensuring ongoing success and a strong customer experience throughout the onboarding journey
Identify opportunities to improve onboarding processes, enhance efficiency, and elevate the client experience at scale

Requirements

What you’ll need

Bachelor’s Degree or Diploma in a relevant discipline, or equivalent industry experience
More than 2 years’ experience delivering complex implementation or onboarding projects within a SaaS, fintech, or technology-driven environment
Strong exposure to Client Onboarding, Customer Success, Implementations, Project Management, or Technical Solutions
Confidence managing multiple stakeholders, priorities, and timelines in a fast-paced environment
A solutions-oriented mindset with the ability to navigate challenges, remove blockers, and keep momentum moving forward
Excellent presentation, communication, and relationship-building skills, with the ability to engage both technical and non-technical audiences
Strong organisational and time-management capabilities, with a proactive and highly accountable approach to delivery
Experience achieving onboarding, implementation, or customer satisfaction targets
High attention to detail and a commitment to delivering an exceptional customer experience
Strong technical fluency, including experience working with API integrations
Advanced proficiency across Microsoft Office tools, including Excel, Outlook, Word, and PowerPoint
Excellent spoken and written English, including grammar, spelling, and professional presentation skills.

Benefits

Comp & perks

Competitive annual leave and additional days per length of service
Remote working
Maternity and paternity leave
Compassionate leave

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

API integrationsproject managementclient onboardingcustomer successimplementationtechnical solutionsSaaSfintechMicrosoft OfficeExcel

Soft Skills

communicationrelationship-buildingorganizational skillstime-managementattention to detailsolutions-oriented mindsetstakeholder managementpresentation skillsproactive approachaccountability

Certifications

Bachelor’s DegreeDiploma