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Client Onboarding Director
2 weeks ago
We are seeking a proactive and experienced professional to lead our customer service team and ensure a seamless onboarding experience for business clients.
Key Responsibilities- Lead and manage the customer service team, fostering a high-performance culture that prioritizes customer success.
- Oversee the end-to-end onboarding process for B2B clients, ensuring smooth transitions and strong client engagement.
- Ensure all onboarding and service activities meet compliance and regulatory standards.
- Collaborate with cross-functional teams to streamline onboarding workflows and resolve client issues.
- Develop onboarding materials, training guides, and FAQs to support clients and internal teams.
- Monitor team performance, customer satisfaction, and process efficiency, driving continuous improvement.
- Proven experience in B2B customer service, onboarding, and compliance—ideally in fintech or financial services.
- Strong leadership skills with experience managing customer service teams.
- Excellent communication, problem-solving, and stakeholder management abilities.
- Understanding of regulatory requirements and risk management.
- Comfortable working with CRM systems and onboarding platforms.
- Be part of a purpose-driven organization reshaping financial services.
- Lead a passionate team and make a real impact on customer experience.
- Career development opportunities in a dynamic industry.
