Client Onboarding Specialist

TransferMate, Ireland’s most recent tech unicorn, is a global B2B payments technology firm, powering international payments and receivables transactions for the world's biggest brands.

TransferMate is part of CluneTech, a suite of companies providing cutting-edge solutions that simplify global business. We have been recognised as a Great Place to Work for 9 consecutive years, a “Best Workplace for Women” for the past 5 years and most recently, we were delighted to be recognised as a “Best Workplace in Tech” for the accreditation’s second year.

Our global footprint encompasses 35 offices worldwide and we do business across 100 countries on a daily basis. We have over 1,200 employees globally and are currently looking for the newest member of our team.

Due to continued expansion, we have created a new position for a Client Onboarding Specialist to join our Client Onboarding Team and wider Operations Team.

The primary responsibility of the Onboarding Specialist is to assist the Strategic Partnership Sales Team with their customer onboarding activities in addition to providing Ongoing support for Partners and their clients after they become live.

Role Responsibilities:

• Provide exceptional customer service to Strategic Partners & Clients
• Participate in client implementation Kick-Off meetings.
• Manage multiple clients/projects/stakeholders simultaneously.
• Lead/support client information gathering sessions/subsequent meetings.
• Configure the TransferMate product to meet the requirements of our clients.
• Serve as a project owner, including managing communication (technical and business level) progress to stakeholders, risk identification, mitigation and facilitating problem solving.
• Liaise with clients, sales teams, and other stakeholders to ensure successful implementations.

Requirements

The skills that you have:  

• Bachelor’s Degree or Diploma in a relevant discipline OR equivalent industry experience
• Over 2 years of expertise in overseeing intricate implementation projects within a SaaS company or equivalent.
• Proficient in onboarding, Customer Success, Implementations, Project Management, or Technical Solutions.
• Demonstrated project management skills.
• Effective communicator with excellent communication skills.
• Well-versed in problem-solving, capable of handling conflicting priorities adeptly.
• Recognized for collaborative abilities, skilled in motivating and sustaining enthusiasm during the onboarding process.
• Effective office, time management, and organizational skills.
• Excellent spoken and written English (grammar, spelling, and pronunciation) and experience in presenting.
• Computer literacy – knowledge of Word, above-average Excel, Outlook and PowerPoint required.
• Achievement of business onboarding and customer satisfaction targets.
• Proactive management of all areas of the onboarding process.

·       Fluency in API integrations.

Benefits

TransferMate Global Payments is one of the world's fastest-growing FinTech companies, and is transforming the way businesses pay and get paid across international borders. In our organisation you will join enthusiastic and energetic colleagues who are ambitious, helpful and welcoming. You will also join a collection of award-winning companies which take career progression and corporate responsibility extremely seriously, all within a positive and friendly workplace culture.

Last updated on Mar 19, 2024