Onboarding & Sales Ops Specialist

Corpay; Greater London; On-site; GBP 32,000 - 44,000; Full time

Benefits offered by this job

4 X Life insurance

Pension scheme - 5% employer

Private Healthcare

25 days Holiday (plus Holiday Buy/Sell

Access to LinkedIn learning

Free rewards and discounts via Gratdu‌

Job summary

Corpay is seeking a Sales Operation Executive on a maternity cover contract for 1 year in our Cross Borders division, based at the Moorgate office in London. You will manage end-to-end client onboarding, collaborate with Sales and Compliance, and ensure regulatory requirements are met while delivering a positive client experience.

You will liaise with KYC/AML teams, maintain Salesforce records, and contribute to process improvements in a fast-paced FX environment.

Qualifications

• Strong organisational and multitasking abilities.
• Clear communication and stakeholder management.
• High attention to detail and accuracy.
• Ability to work cross-functionally with Sales and Compliance.
• Problem-solving mindset with a proactive approach.
• Familiarity with KYC/AML processes preferred.
• FX environment experience beneficial.

Responsibilities

• Managing onboarding for new clients from handover to approval.
• Primary contact for onboarding queries, ensuring timely communication.
• Coordinate with Sales to gather and review docs before Compliance.
• Present compliance with a complete onboarding pack for KYC review.
• Collaborate with Compliance (KYC/AML) to meet regulatory requirements.
• Deliver high-quality service and positive first impressions for new clients.
• Guide clients on onboarding requirements and timelines.
• Maintain accurate Salesforce records and monitor timelines.
• Identify and resolve onboarding bottlenecks to improve efficiency.

Skills

Organisational skills

Multitasking

Communication

Stakeholder management

Attention to detail

Cross-functional collaboration

Problem-solving

KYC/AML awareness

FX awareness (beneficial)

Tools

Salesforce

Job description

Corpay is seeking a Sales Operation Executive on a maternity cover contract for 1 year in our Cross Borders division, based at the Moorgate office in London. You will manage end-to-end client onboarding, collaborate with Sales and Compliance, and ensure regulatory requirements are met while delivering a positive client experience.

You will liaise with KYC/AML teams, maintain Salesforce records, and contribute to process improvements in a fast-paced FX environment.