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Senior Onboarding Specialist

Working within a fast-growing business, you should be able to confidently take over the implementation and “after-sales” process for Orbital branded products, ratifying the agreed deal made by sales, guiding the client (and our own internal organization) through the implementation process, and hand-off to the service team post “go live”. Keeping track and making progress on the implementation pipeline, and keeping Executive Management up to date on progress with regularity.
About the role
Location:
Manila, Philippines
Seniority level
Employment type
Contract
Department
Sales & Relationship
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What the role involves
IIMPLEMENTATION: Manage and oversee the onboarding of clients end to end
  • Implementation meeting - conduct implementation meeting/call with the client to discuss.
  • Proposal agreed, process walkthrough, project timelines agreed, contacts and communication forum established.
  • Orbital KYC - issue Orbital Company KYC pack as or when needed.
  • Application - handle the pre-fill and customer fill out the application form. Hand over the documentation to the risk ops team for due diligence.
  • Contracting - present the completed application form and ensure that clients agree on contract terms.
  • Platform and Process Intro – walkthrough client on the platform, ensure user IDs are issued and agree on trade management process.
  • Test transactions – coordinate with Ops to ensure that the live test is working as it should.
  • Post Live Review – conduct reporting and performance review with the client, agree on adjustments report and complaints handling the review.
  • Reporting & Service Review – review call timetable, service contact info, methods and escalation points, key reports review and review of merchant issues and tickets.
  • Act as the contact person for our clients - advise and assist via telephone, email and skype and in some cases in person.
  • Perform and execute processes based on the processor and client-defined policies, procedures and contractual agreement.
Must have experience
Account Management key responsibilities
  • Manage and oversee the onboarding of clients end to end.
  • Act as the lead point of contact for any and all matters specific to clients.
  • Build and maintain strong and long-lasting customer/partner relationships.
  • Negotiate contracts and close agreements to maximize profit.
  • Develop a trusted advisor relationship with key accounts, customer/partners’ stakeholders and executives.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Communicate clearly the progress of any project or ongoing negotiations.
  • Develop new business with existing clients and/or identify areas of improvement.
  • Prepare reports on project/negotiation status.
  • Identify and grow opportunities within.
  • Assist with issue escalations as needed.
Why Join Orbital?
Internal key responsibilities
  • Collaborate with executive management and other departments/teams in determining and planning client solutions.
  • Responsible for providing well-documented clients requirements to our product management.
  • Coordinate with sales/business development and operations for a smooth transition of flow between merchants and partners.
  • Cooperate with different departments to develop service methodologies and procedures.
  • Continually look for process improvements.
  • Enhance the internal know-how through continuous improvement of the modular knowledge base system.
  • Perform other tasks and duties that may be assigned from time to time.
What next

To apply for this role, please send your CV and a cover letter to:

careers@getorbital.com

Orbital is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, ethnicity, national origin, gender, gender identity, sexual orientation, age, marital or disability status.

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