Role Description We are looking for a detail-oriented Client Onboarding Executive to champion speed, accuracy, and compliance in the first critical stage of our clients' journey. Based in the Philippines, you will work independently in a remote environment, driven by a passion for understanding business owners. You are proactive and committed to delivering world-class service to our clients. In this role, you will expand your technical expertise while collaborating with diverse businesses across multiple industries. Mission The Client Onboarding Executive ensures a smooth and fast onboarding experience for every new Sleek client. By understanding Singapore’s regulatory requirements and using AI-driven workflows, you will maintain high data accuracy and compliance. Your goal is to quickly turn new sign-ups into fully live entities with speed, precision, and a great client experience. Outcomes - Client Journey & Service Delivery - End-to-End Onboarding: Own the client onboarding journey, ensuring a tailored and delightful experience that secures long-term retention. - Accuracy & Quality: Maintain 100% accuracy in client billings, statutory filings, and adherence to Sleek’s Terms & Conditions. - The "Three-Day" Vision: Execute workflows with speed and precision, relentlessly pursuing the goal of less than three business days of "Sleek Time" for client processing. Proactively inform clients in case of roadblocks or any further information needed. - Focus on Tangible KPIs: Maintain high CSAT and aim for lowest time to onboard. - Operational Excellence & Compliance - Regulatory Mastery: Apply expertise in ACRA regulations, the Companies Act 1967, and AML/CFT policies to ensure every client is onboarded with absolute compliance. - Workflow Efficiency: Organise daily tasks effectively to ensure all deliverables align with scope and tight timelines while maintaining strict client confidentiality. Follow SOP and onboarding processes. - AI-Augmented Execution: Utilise Sleek’s automation and AI tools to streamline manual tasks, transitioning toward a 100% efficient, system-driven workflow. - Collaboration & Growth - Continuous Evolution: Participate in a "continuous improvement" loop by providing feedback to management to help refine and simplify processes every month. - Stakeholder Support: Collaborate with the Head of Client Onboarding and Team Leader to implement the Sleek Strategic Roadmap and scalable workflows. - Problem Solving: Act as a primary point of contact for client queries, resolving requests with precision and escalating complex matters when necessary. - Collaboration: Collaborate with Compliance, Corporate Secretary, and Sales to deliver the best experience to the client. Qualifications - Recognised degree or diploma in Business Administration or equivalent. - Ideally experience in client-facing roles, handling sensitive information and complex client matters. - Hands-on experience with Google Workspace, Microsoft applications, and various productivity software. - A good understanding of Singapore regulatory compliance (ACRA, AML/CFT) is highly preferred. - Self-motivated, proactive, and highly organised with a "detail-oriented" approach. - Ability to thrive in a fast-paced, technology-driven, and VUCA environment. - Excellent interpersonal and communication skills to effectively support entrepreneurs. Behavioural Fit - Ownership: Reliability and proactive problem-solving. - Humility: Open-mindedness to feedback and willingness to learn. - Structured Thinking: Sound judgement in complex situations. - Data Driven: Using data to support strategies and initiatives. - Positive Communication: Ability to handle tough conversations with kindness. The Interview Process - One-Way Video Interview/ TA Screen: Explore your professional background and align on expectations for the role. - Technical Round: A ~60 minute chat with the Hiring Manager to discuss your experience in detail. - Soft Skills Assessment: A ~45 minute chat with a leadership team to understand your work situations. - Offer + Reference Interviews: A verbal or email offer followed by calls with references. Requirements for Background Screening Please be aware that Sleek is a regulated entity and as such is required to perform different levels of background checks on staff depending on their role. This may include using external vendors to verify the below: - Your education - Any criminal history - Any political exposure - Any bankruptcy or adverse credit history Benefits - Humility and kindness: A culture of not taking ourselves too seriously and being able to laugh. - Flexibility: Work from home 3 days per week and fully remote from anywhere in the world for 1 month each year. - Financial benefits: Competitive market salaries, a $1,200 wellness allowance, generous paid time off, and eligibility for employee share ownership plan. - Personal growth: Responsibility and autonomy with a range of training programmes.

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. • Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers • Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines • Act as the primary point of contact for internal sales teams and acquirer underwriters • Coordinate application completion, documentation accuracy, and timely approvals • Review and audit merchant applications and supporting documentation before submission. • Identify discrepancies, missing information, and potential issues to prevent rework and application pends. • Complete accurate data entry across multiple acquirer portals. • Maintain up-to-date records within Salesforce and internal tracking systems. • Manage ongoing follow-ups, status updates, and active onboarding workflows. • Document and share onboarding process updates, acquirer mandates, and operational changes with the team. • Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.

Role Description As an Onboarding Specialist focused on GCPay, your construction experience, industry knowledge, and strong software expertise will help customers successfully implement and adopt GCPay within their organizations. You will analyze existing invoicing, compliance, and payment workflows and guide customers in transforming these processes using GCPay. Working with key stakeholders—including project accountants, project managers, and controllers—you will help define new workflows, configure the platform, deliver training, and support customers through the onboarding process to ensure long-term success and adoption. You will play a critical role in helping customers scale standardized pay application and compliance processes across their portfolio. You will also collaborate closely with internal product and account teams, sharing feedback from real-world implementations and staying aligned with product enhancements and roadmap updates. You will report to a manager on the Onboarding team. This is a remote position with occasional travel based on internal events and customer needs. Responsibilities - Lead end-to-end onboarding engagements for GCPay customers, including implementation planning, configuration, and training. - Analyze customer workflows related to subcontractor invoicing, lien waivers, compliance tracking, and payment processes, and recommend best practices using GCPay. - Configure customer environments including billing structures, approval workflows, compliance requirements, and user permissions. - Guide customers through onboarding milestones, ensuring timely and successful go-live. - Deliver role-based training for project accountants, project managers, subcontractors, and executives. - Support customers in transitioning from manual or legacy systems to standardized digital workflows. - Act as a trusted advisor, helping customers improve efficiency, reduce risk, and increase visibility into financial processes. - Partner with internal teams to ensure a seamless customer experience. - Stay current on GCPay functionality, enhancements, and construction industry best practices. Qualifications - 3+ years of experience in the construction or AEC industry, with exposure to accounting, project management, or subcontractor billing processes. - Experience with subcontractor pay applications, lien waivers, and compliance tracking. - General understanding of SaaS platforms and software implementation or onboarding processes. - Strong communication and training skills, with the ability to explain technical concepts clearly. - Ability to manage multiple customer engagements and priorities simultaneously. - Experience with construction financial or project management systems (e.g., ERP systems like Sage, CMiC, Viewpoint, etc.). Benefits - From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. - Salary is one part of Autodesk’s competitive compensation package. For U.S.-based roles, we expect a starting base salary between $72,000 and $128,260. - Offers are based on the candidate’s experience and geographic location, and may exceed this range. - In addition to base salaries, our compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.