Client Onboarding Specialist | On site | Ortigas

Connext Global Solutions Inc; Eastern Manila District; On-site; PHP 400,000 - 700,000; Full time

Benefits offered by this job

Perfect Attendance Bonus

Mid-year Bonus

Life insurance

HMO Insurance

Great company culture

Job summary

Connext Global Solutions Inc in the Philippines is seeking a Client Onboarding Specialist to support US-based clients in a SaaS/fintech environment. You will manage end-to-end onboarding, gather requirements, and translate needs into implementation plans.

You will coordinate timelines, configurations, and client education, maintain documentation, support changes, and build strong relationships with clients while collaborating with Sales, Support, Product and other teams.

Qualifications

• Three (3) years of experience in a client-facing role within financial services, SaaS, fintech, or related industries.
• Experience in client onboarding, implementation, or project coordination.
• Familiarity with data mapping concepts and implementation processes.
• Experience managing client relationships and supporting system adoption.

Responsibilities

• Manage end-to-end client onboarding and platform implementation.
• Gather requirements and translate business needs into implementation plans.
• Coordinate timelines, deliverables, configurations, and client expectations.
• Develop and maintain implementation documentation and workflows.
• Support client change requests, enhancements, and continuous improvements.
• Serve as the primary client contact and build strong relationships.
• Provide platform guidance, user education, and adoption support.
• Investigate client issues, identify root causes, and coordinate resolutions.
• Collaborate with Sales, Support, Product, and internal teams to improve client experience.
• Identify process improvements and maintain knowledge bases, documentation, and best practices.

Skills

Client onboarding

SaaS

Fintech

Project coordination

Data mapping

Client relationships

Job description

Req ID: 5037
Connext is a dedicated team of business process outsourcing experts and innovators, with experience in supporting world-class companies in Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.

We are currently looking for a Client Onboarding Specialist who will be working with Connext's Client in the United States of America.

What's in it for you?

• Perfect Attendance Bonus
• Mid-year Bonus!
• Competitive compensation
• Life insurance
• HMO Insurance
• Great company culture

What is the job?

The Client Onboarding Specialist is responsible for managing the successful onboarding and implementation of new clients within a SaaS/financial technology environment.

Responsibilities:

• Manage end-to-end client onboarding and platform implementation.
• Gather requirements and translate business needs into implementation plans.
• Coordinate timelines, deliverables, configurations, and client expectations.
• Develop and maintain implementation documentation and workflows.
• Support client change requests, enhancements, and continuous improvements.
• Serve as the primary client contact and build strong relationships.
• Provide platform guidance, user education, and adoption support.
• Investigate client issues, identify root causes, and coordinate resolutions.
• Collaborate with Sales, Support, Product, and internal teams to improve client experience.
• Identify process improvements and maintain knowledge bases, documentation, and best practices.

Qualifications:

• Minimum of three (3) years of experience in a client-facing role within financial services, SaaS, fintech, or related industries.
• Experience in client onboarding, implementation, project coordination, or similar roles.
• Familiarity with data mapping concepts and implementation processes.
• Experience managing client relationships and supporting system adoption.