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About the role
Key responsibilities & impact- Own and manage the customer onboarding process throughout the organization.
- Define E2E journey of client onboarding process in the region including each use case defined as per the project scope document.
- Manage, assign, and conduct onboarding meetings, product tours, company presentations, product demos and training the customer.
- Find solutions for optimizing the customer onboarding process and collaborating with the team to implement them.
- Educate customers and work with internal teams to optimize their product setup for the quickest path to success.
- Create processes to identify and eliminate roadblocks in the way of customers’ goals.
- Create, provide and improve training materials to help customers learn best practices to better achieve their desired outcomes.
- Oversee the solution setup, platform & service model readiness for the Client UAT on pre-prod environment, until the pilot phase on production environment.
- Create, align and sign go-live handover protocols to the support teams.
Requirements
What you’ll need- 5+ years in customer onboarding, implementation, customer success, professional services, or payments operations
- Strong B2B SaaS experience; payments or fintech background preferred.
- Proven ability to manage full end‑to‑end onboarding or implementation processes.
- Strong project management and organizational skills; able to run multiple projects in parallel.
- Experienced in leading customer meetings, product demos, trainings, and onboarding workshops.
- Effective working with cross‑functional teams (sales, product, operations, support)
- Strong problem‑solving skills with the ability to remove roadblocks and drive solutions.
- Experience supporting UAT, pilot readiness, go‑live preparation, and handover to support.
- Ability to create and improve onboarding processes, playbooks, and training materials.
- Strong written and verbal communication skills in an international business environment.
- Customer‑oriented mindset focused on delivering a smooth, successful onboarding experience.
Benefits
Comp & perks- Equal employment opportunity
- Affirmative action to ensure applicants are employed and treated equally
- Reasonable accommodations for individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer onboardingimplementation processesproject managementUAT supportgo-live preparationtraining materials creationB2B SaaSpayments operationsfintech
Soft Skills
organizational skillsproblem-solving skillscommunication skillscustomer-oriented mindsetcollaborationleadershipability to run multiple projectscross-functional teamwork