Onboarding Specialist (Fintech)

TL;DR

Onboarding Specialist (Fintech): Manage end-to-end onboarding process for upsell prospects with an accent on streamlining internal processes and coordinating with stakeholders. Focus on compliance, legal, technical integration, obstacle removal, and process improvements.

Location: Riyadh, Saudi Arabia

Company

Global fintech company providing payment infrastructure and onboarding services for members.

What you will do

• Assist prospects and BD/AM teams in go-live for upsell opportunities.
• Follow up on onboarding processes including compliance, legal, and technical integration with internal and external stakeholders.
• Coordinate with sales, legal, compliance, finance, and technical teams to remove obstacles.
• Identify inefficiencies in sales/onboarding processes and implement improvements.
• Monitor and update CRM for data accuracy and internal reporting.

Requirements

• Bachelor’s degree in Business, Sales, Marketing, or related field.
• 2-4 years of experience in sales support, sales operations, or customer service in B2B or fintech environment.
• Strong understanding of sales processes and CRM systems (Salesforce/Hubspot proficiency).
• High proficiency in Microsoft Office Suite, especially intermediate Excel (pivot tables, SUMIF, COUNTIF, VLOOKUP).
• Excellent written and verbal communication skills, organizational, multitasking, and analytical abilities.
• Ability to work independently under pressure in fast-paced environment.

Culture & Benefits

• Work in a rapidly evolving, fast-paced corporate environment.
• Collaborative culture with cross-functional teams (sales, legal, compliance, finance, technical).
• Emphasis on process improvement, proactivity, and customer service excellence.