Customer Operations & Onboarding Specialist

Payment Innovation Inc.; Taguig; Hybrid; PHP 240,000 - 420,000; Full time

Job summary

Payment Innovation Inc. seeks a proactive Customer Operations Assistant to support day-to-day operations, customer follow-ups, onboarding, and document management.

You will work with Sales, Operations, Technical, Finance, and Legal teams to ensure timely completion of tasks and accurate record-keeping. The role requires organized, detail-oriented individuals who can handle multiple priorities, coordinate with internal teams, and maintain clear communication with customers and partners.

Qualifications

• College graduate or with relevant experience in customer service, sales support, operations, or administration.
• Highly organized, detail-oriented, and proactive in following up on tasks.
• Able to manage multiple priorities and coordinate effectively with different teams.
• Proficient in Microsoft Office, Google Workspace, Excel and online collaboration tools.

Responsibilities

• Handle and follow up on customer inquiries, after-sales concerns, document requests, and other daily operational matters.
• Record, categorize, track, and coordinate customer concerns until they are properly resolved or escalated to the appropriate team.
• Support customer onboarding, document collection, contract signing, store activation, and related operational requirements.
• Prepare, organize, track, and maintain business documents including service agreements, NDAs, quotations, signed contracts, customer records, and supporting company documents.
• Coordinate with Sales, Operations, Technical, Finance, and Legal teams to follow up on pending tasks and ensure timely completion.
• Maintain organized trackers for customers, contracts, projects, key contacts, pending items, issue status, and next actions.
• Support external partner coordination, including document submissions, email follow-ups, meeting notes, account application requirements, and project updates.
• Assist with daily office and business operations, including reports, meeting coordination, filing, email follow-ups, and other assigned administrative tasks.
• Maintain accurate digital records and support the continuous improvement of customer support and operational processes.

Skills

Customer service

Organizational skills

Communication

Multitasking

Collaboration

Education

Bachelor's degree

Tools

MS Office

Google Workspace

Excel

Job description

Payment Innovation Inc. seeks a proactive Customer Operations Assistant to support day-to-day operations, customer follow-ups, onboarding, and document management.

You will work with Sales, Operations, Technical, Finance, and Legal teams to ensure timely completion of tasks and accurate record-keeping. The role requires organized, detail-oriented individuals who can handle multiple priorities, coordinate with internal teams, and maintain clear communication with customers and partners.