Employer Onboarding Specialist
MicroSourcing International
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Benefits offered by this job
Job summary
MicroSourcing is seeking an Employer Onboarding Specialist in Eastwood, Quezon City. The role focuses on onboarding and engaging employer partners, guiding end-to-end platform setup, and educating payroll and HR teams.
You will conduct virtual onboarding sessions, coordinate with Sales, Compliance, and Operations, and maintain CRM records to ensure a smooth transition from onboarding to BAU operations.
Qualifications
- Proven background in B2B client onboarding, corporate accounts, or relationship-focused sales support.
- Strong verbal presentation and stakeholder management skills for clear explanations via phone and video calls.
- Ability to learn and articulate payroll workflows, salary packaging deductions, and corporate admin requirements.
- High attention to detail in updating CRM platforms, tracking onboarding stages, and archiving docs.
- Self-driven, capable of managing a pipeline of prospective corporate accounts.
Responsibilities
- Employer Outreach & Engagement: Contact employer HR, payroll, and benefits contacts to initiate partnership discussions.
- Platform Onboarding & Setup: Guide employer stakeholders through end-to-end onboarding workflow, collect agreements and configure accounts.
- Payroll & Tax Education: Explain salary sacrifice mechanics and payroll deductions to employer teams.
- Virtual Presentations & Briefings: Conduct professional onboarding sessions and platform walkthroughs via Microsoft Teams.
- Cross-Functional Transition: Work with Sales, Compliance, and Operations to transition onboarding to BAU.
- CRM & Record Administration: Maintain detailed records of employer interactions and onboarding stages in CRM.
Skills
Tools
Job description
As a Employer Onboarding Specialist, you will:
- Employer Outreach & Engagement: Contact employer HR, payroll, and benefits contacts who have received employee novated leasing requests to initiate partnership discussions.
- Platform Onboarding & Setup: Guide employer stakeholders through the end-to-end platform onboarding workflow, collecting necessary agreements and configuring account parameters.
- Payroll & Tax Education: Educate employer payroll and finance teams on salary sacrifice mechanics, pre-tax/post-tax payroll deductions, report reconciliations, and employer tax considerations.
- Virtual Presentations & Briefings: Conduct professional virtual onboarding sessions and platform walkthroughs for employer teams via Microsoft Teams.
- Cross-Functional Transition: Partner with Sales, Channel Partnerships, Compliance, and Operations/Settlements teams to transition employers smoothly from onboarding to business-as-usual (BAU) operations.
- CRM & Record Administration: Maintain detailed records of employer interactions, onboarding pipeline stages, and document verification status within internal CRM systems.
- Client Onboarding & Stakeholder Engagement: Proven background in B2B client onboarding, corporate account management, implementation, or relationship-focused sales support.
- Phone & Virtual Presentation Mastery: Exceptional verbal presentation and stakeholder management skills to explain financial and operational concepts clearly via phone and video calls.
- Financial & Payroll Literacy: Strong ability to learn, interpret, and articulate payroll workflows, salary packaging deductions, and corporate administrative requirements.
- CRM & Pipeline Governance: High attention to detail in updating CRM platforms, tracking onboarding stages, and archiving compliance documentation.
- Proactive Account Ownership: Self-driven ability to manage a pipeline of prospective corporate accounts and independently resolve employer hesitation or operational blockers.
- Prior exposure to Novated Leasing, Salary Packaging, Employee Benefits, or Australian Payroll/FBT frameworks.
- Experience engaging with Australian employer groups, HR managers, and payroll/finance departments.
- Practical familiarity with enterprise CRM platforms (e.g., Salesforce) and virtual meeting tools (MS Teams).
- Background within a financial services group, BPO, or fintech platform environment.
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.
At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique, authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth.
Join us in celebrating YOU and your 100%! For more information, visit https://www.microsourcing.com/
- Terms & conditions apply
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