Onboarding Manager Offline

We’re looking for an Onboarding Manager to join our dynamic team, ensuring a seamless onboarding experience for our clients using tools like Jira, Airtable, and AI-driven solutions.

 

Responsibilities

  • Manage the onboarding process: collect client documents and transfer them to the compliance team.
  • Prepare contracts, assign tasks to the Legal team for review and amendments, and oversee the process until signing.
  • Coordinate client websites with providers and enter relevant data into the database (Airtable).
  • Assign tasks to the technical department for account registration and terminal setup.
  • Monitor deadlines for document submission and onboarding responses, ensuring timely task completion.
  • Leverage AI models to optimize onboarding workflows, analyze client data, and enhance process efficiency.

 

Requirements

  • Experience with Jira (creating and tracking tasks) is mandatory.
  • Experience with Airtable is a plus.
  • English proficiency at Intermediate level or higher (for business communication).
  • Bachelor’s degree in Business Administration, Management, or a related field is a plus.

 

Skills

  • Proficiency in Jira for task creation and tracking.
  • Strong organizational skills and attention to detail.
  • Ability to manage processes and meet deadlines.
  • Familiarity with AI tools for process automation or data analysis is a plus.

Competencies

  • Attention to detail, organization, and proactivity.
  • Ability to work under tight deadlines.

 

Personal Qualities

  • Responsibility and excellent communication skills.
  • Problem-solving mindset and dependability.
  • Structured approach to tasks and processes.

Required skills experience

Airtable
fintech
Customer Success
Artificial Intelligence (AI)
Stakeholder Management

Required languages

English B1 - Intermediate
Onboarding, Jira, Airtable, Fintech, Customer Success, AI, Client Management

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