Onboarding Specialist

Context of The Role

Responsibilities

Key Responsibilities

• Assist prospect and BD or AM in the go live for upsell opportunities
• Onboarding Support to follow up and enhance internal processes
• Close follow up on the onboarding process (compliance, legal & technical integration) with internal & external stakeholders
• Coordinate with various internal stakeholders to remove obstacles
• Identify inefficiencies in the sales/onboarding process and implement improvements
• Monitor and update the CRM, ensuring data accuracy for internal reporting
• Work closely with internal teams, such as Finance, Compliance, Treasury, Legal and Solution Delivery

Professional Experience/ Qualifications

• At Thunes to ensure we set out clear expectations for the business and you to succeed, it is
• equally important
• for us in defining not only the nature of the role responsibilities but that the cultural fit in working style and approach is a match!
• So please read carefully below before putting yourself forward
• \~Bachelor’s Degree in a Business, Sales or related field
• Has work experience in commercial corporate environment- ideally in Financial Services or a Tech Company
• High level of Microsoft Office Suite competency including at least intermediate Excel proficiency (Creating visual representations of data, creating & managing pivot tables, ability to organize data using SUMIF, COUNTIF, and VLookup.)
• Salesforce/ Hubspot or other CRM proficiency
• Must be highly organised, independent and able to prioritise tasks
• Ability to work under pressure in a rapidly evolving fast-paced environment
• Adept at developing and executing actions synthesized from analysis issues
• Detail-oriented and a believer in value of process
• Must be flexible, self-motivated and team-oriented
• Highly adaptable, able to accept and create change
• Project management skills are desirable

Key Skills & Qualifications

• Bachelor’s degree in Business, Sales, Marketing, or related field.
• 1 to 2 years of experience in sales support, sales operations, or customer service in a B2B or fintech environment.
• Strong understanding of sales processes and CRM systems (Salesforce experience is a plus).
• Excellent written and verbal communication skills with a customer-centric approach.
• Strong organizational and multitasking abilities.
• Ability to work independently, manage time efficiently, and prioritize tasks in a fast-paced environment.
• Detail-oriented with strong analytical skills and problem-solving capabilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).