CluneTech logo
CluneTech

CluneTech is a suite of companies providing industry-leading solutions that make business better #BestWorkplaces25

Client Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteMid LevelTeam 1,001-5,000Since 1996H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

16 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Client Onboarding Specialist

CluneTech

• Deliver a world-class onboarding experience for Strategic Partners and their clients, building confidence and trust from day one • Lead client implementation kick-off meetings and drive projects through to successful completion • Manage multiple onboarding projects simultaneously while maintaining exceptional attention to detail and stakeholder alignment • Facilitate discovery and information-gathering sessions to understand client requirements and operational needs • Configure TransferMate solutions to support client-specific workflows and business objectives • Act as the central point of ownership across implementations—managing communication, timelines, risk mitigation, issue resolution, and stakeholder expectations • Collaborate cross-functionally with Sales, Operations, Product, and technical teams to deliver seamless client launches • Support partners and clients post go-live, ensuring ongoing success and a strong customer experience throughout the onboarding journey • Identify opportunities to improve onboarding processes, enhance efficiency, and elevate the client experience at scale

Job Requirements

  • Bachelor’s Degree or Diploma in a relevant discipline, or equivalent industry experience
  • More than 2 years’ experience delivering complex implementation or onboarding projects within a SaaS, fintech, or technology-driven environment
  • Strong exposure to Client Onboarding, Customer Success, Implementations, Project Management, or Technical Solutions
  • Confidence managing multiple stakeholders, priorities, and timelines in a fast-paced environment
  • A solutions-oriented mindset with the ability to navigate challenges, remove blockers, and keep momentum moving forward
  • Excellent presentation, communication, and relationship-building skills, with the ability to engage both technical and non-technical audiences
  • Strong organisational and time-management capabilities, with a proactive and highly accountable approach to delivery
  • Experience achieving onboarding, implementation, or customer satisfaction targets
  • High attention to detail and a commitment to delivering an exceptional customer experience
  • Strong technical fluency, including experience working with API integrations
  • Advanced proficiency across Microsoft Office tools, including Excel, Outlook, Word, and PowerPoint
  • Excellent spoken and written English, including grammar, spelling, and professional presentation skills.

Benefits

  • Competitive annual leave and additional days per length of service
  • Remote working
  • Maternity and paternity leave
  • Compassionate leave

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Job Closed