Onboarding specialist
hace 4 semanas
About the Role We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide hands-on support throughout the onboarding process. The ideal candidate has a strong mix of sales, customer service skills, and a good understanding of regulatory processes in the financial services space.Key Responsibilities 1. Client Acquisition & Relationship BuildingLead outreach and communication with prospective clients Understand client business needs and present tailored product solutions Build strong, trust-based relationships to support long-term engagement2. Onboarding ManagementManage the full onboarding process from initial contact through to activation Guide clients through documentation, account setup, and product familiarization Ensure onboarding timelines are met and clients have a smooth experience3. Internal Coordination & Compliance SupportWork closely with the Compliance team to ensure all onboarding steps meet regulatory requirements Collect and review necessary client documentation (KYC, AML, etc.) Follow up on outstanding items and ensure readiness before account activation4. Product Presentation & SupportDeliver product overviews and tailored demonstrations based on client needs Explain product features clearly and respond to client inquiries during the onboarding phase Gather client feedback to help improve sales and onboarding materials5. Reporting & Process ImprovementMaintain accurate records of client onboarding progress and communications Track key metrics (conversion rates, onboarding duration, client feedback) Propose improvements to sales and onboarding workflows Requirements3+ years of experience in client onboarding or account management - ideally in fintech, banking, or payments. Strong communication and presentation skills, with the ability to explain complex topics simply. Understanding of KYC/AML requirements and regulatory onboarding processes. Client-focused mindset and strong coordination skills across departments. Fluent English is required; Russian is strongly preferred; additional languages are a plus. Experience using CRM or onboarding management tools is preferred.
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Onboarding Specialist
hace 4 semanas
Madrid, España Luminary Bank A tiempo completoAbout the Role We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide...
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Onboarding Specialist
hace 2 semanas
Madrid, España Luminary Bank A tiempo completoDescripción del trabajo About the Role We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory...
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HubSpot Onboarding Specialist
hace 2 semanas
Madrid, España Tiralíneas A tiempo completoSobre el rolPara una comprensión completa de esta oportunidad y de lo que se requerirá para ser un candidato exitoso, siga leyendo.Como miembro del equipo de Onboarding de HubSpot en Tiralíneas,guiarás a los clientes a través de la configuración inicial del CRMen función de sus objetivos y adaptándote a las necesidades y peculiaridades de cada uno....
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Supplier Onboarding
hace 6 días
Madrid, Madrid, España Oliver James A tiempo completoSupplier Onboarding & Ariba SLP Master Data Specialist (Contract)We're looking for an experienced SAP Ariba SLP Specialist to support a major supplier-enablement and data-migration programme for a leading organisation in the Swiss energy sector.In this role, you will work across procurement, master data, and local business units to optimise supplier...
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Danish-Speaking Onboarding Specialist
hace 4 días
Madrid, España Amphora Logistics A tiempo completoClient Onboarding Specialist to guide new clients in Google Ads. Responsibilities include onboarding and account setup.
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HR Operations Specialist
hace 1 día
Madrid, España SIX Group Services Ltd. A tiempo completoA leading financial services company based in Madrid is seeking an HR Operations Specialist for a temporary position. This role involves payroll processing, managing the onboarding process, and addressing employee inquiries within an international HR team. Candidates should have a strong background in HR administration, experience with SAP software, and be...
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Italian Language Webinar
hace 23 horas
Madrid, España goFLUENT A tiempo completoA language learning solutions provider based in Madrid is seeking a Customer Success Specialist to deliver engaging webinars for learners. Candidates must have 2+ years of online training experience, outstanding communication skills, and the ability to adapt to diverse audiences. The role involves onboarding new learners, encouraging participation through...
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Especialista en Onboarding de HubSpot
hace 2 semanas
Madrid, España Tiralíneas A tiempo completoUna empresa de consultoría de software busca un Onboarding Specialist. El rol incluye guiar a los clientes en el uso de HubSpot, gestionar sesiones de onboarding y ofrecer apoyo continuo. Se requieren habilidades de comunicación, experiencia en HubSpot, y dominio del inglés (B2+). La posición es remota, ofreciendo flexibilidad y la posibilidad de...
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Especialista en Onboarding de HubSpot
hace 2 semanas
Madrid, España Tiralíneas A tiempo completoUna empresa de consultoría de software busca un Onboarding Specialist. El rol incluye guiar a los clientes en el uso de HubSpot, gestionar sesiones de onboarding y ofrecer apoyo continuo. Se requieren habilidades de comunicación, experiencia en HubSpot, y dominio del inglés (B2+). La posición es remota, ofreciendo flexibilidad y la posibilidad de...
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Especialista en Onboarding de HubSpot
hace 2 semanas
Madrid, España Tiralíneas A tiempo completoUna empresa especializada en consultoría de software busca un Onboarding Specialist para guiar a los clientes en la configuración del CRM de HubSpot. Se requiere un alto nivel de inglés y habilidades de comunicación excepcionales. Esto incluye colaborar con los clientes para adaptar el CRM a sus necesidades, realizar sesiones de onboarding y asesorar...
