Onboarding Lead (Fintech)

TL;DR

Onboarding Lead (Fintech): Developing strong customer relationships and ensuring a smooth onboarding and account management experience for micro SMEs with an accent on client journey optimization and cross-functional collaboration. Focus on streamlining the transition from sales to active usage, reducing downtime, and innovating the onboarding process in the corporate secretarial and accounting space.

Location: Remote (Must be located in the Philippines)

Company

hirify.global is a B Corp providing AI-powered back-office software for micro SMEs, specializing in corporate secretarial and accounting services.

What you will do

• Act as the internal champion for the client onboarding process to ensure clear expectations and a successful start.
• Optimize the client journey by collaborating with customer success, sales, product, and operations teams.
• Manage a portfolio of clients, providing a smooth billing and account management experience.
• Identify, diagnose, and resolve production issues quickly to reduce client downtime.
• Contribute to the disruption and innovation of traditionally manual back-office industries.

Requirements

• Minimum of 3 years experience in Customer Success, Customer Support, or Account Management.
• Proven experience managing a portfolio of clients with a technical service or product.
• Must be located in the Philippines.
• Experience in high-growth SaaS or fast-scaling SME environments.
• Strong organizational, interpersonal, and communication skills.
• Problem-solving attitude with a pragmatic approach to delivering impact.

Culture & Benefits

• Culture of humility, kindness, and inclusivity.
• Competitive market salaries and generous paid time off and holiday schedules.
• Eligibility for an employee share ownership plan (ESOP).
• High level of autonomy and responsibility for professional growth.
• Access to internal and external training programs and a regional center of AI excellence.
• Proudly certified B Corp committed to building an inclusive and regenerative economy.

Hiring process

• TA Interview: 30-minute chat regarding professional experience.
• Case Study: 60-minute session with the Hiring Manager on real-life challenges.
• Soft-skills Assessment: 60-minute interview with the leadership team.
• Offer and reference interviews.