Client Onboarding Lead for SaaS & FinTech Implementations

Connext Global Solutions Inc; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Performance Based Bonus

Mid-year Bonus!

Competitive compensation

Life insurance

HMO Insurance

Great company culture

Job summary

Connext Global Solutions Inc is seeking a Client Onboarding Specialist to lead onboarding and implementation of new clients within a SaaS/fintech environment.

You will manage end-to-end onboarding, gather requirements, coordinate timelines, and serve as the primary client contact to ensure smooth adoption and issue resolution. Ortigas-based role offering performance bonuses and benefits.

Qualifications

• Min 3 years in a client-facing role in financial services, SaaS, fintech, or related industries.
• Experience onboarding, implementation, project coordination, or similar roles.
• Experience managing client relationships and supporting system adoption.
• Experience with technology platforms or software solutions.
• Experience in Microsoft Excel.

Responsibilities

• Manage end-to-end client onboarding, implementation, adoption, and transition through milestones.
• Gather client requirements and translate needs into implementation plans and configurations.
• Coordinate timelines, deliverables, change requests, and client expectations during implementation.
• Serve as primary client contact, providing updates, platform guidance, user education, and issue resolution.
• Investigate escalated concerns, identify root causes, and coordinate solutions with internal teams.
• Improve onboarding processes, documentation, knowledge bases, and client experience with Sales, Support, and Product.

Skills

Client-facing

Onboarding

Project coordination

Stakeholder management

Excel

Tools

CRM platforms

Job description

Connext Global Solutions Inc is seeking a Client Onboarding Specialist to lead onboarding and implementation of new clients within a SaaS/fintech environment.

You will manage end-to-end onboarding, gather requirements, coordinate timelines, and serve as the primary client contact to ensure smooth adoption and issue resolution. Ortigas-based role offering performance bonuses and benefits.