Assisted Onboarding Specialist - Expense Management

HALA; Riyadh; On-site; SAR 60,000 - 90,000; Full time

Job summary

A leading fintech company, HALA, seeks a proactive Expense Management Assisted Onboarding Specialist to enhance customer onboarding experiences. The role focuses on guiding clients through Hala Control setup, ensuring compliance with financial standards, and maintaining effective service support. Ideal candidates have fintech experience and strong customer service skills in a dynamic environment.

Benefits

Competitive compensation packages including shares

Personal development and annual learning stipend

Flexible work setups (remote, in-office, hybrid)

Inclusive and diverse culture

Opportunities for autonomy and mentoring

Qualifications

• 1+ year experience in sales or onboarding in banking or fintech.
• Strong customer service and onboarding experience preferred.
• Organized and capable of managing a large volume of customer requests.

Responsibilities

• Guide businesses through Hala Control onboarding for expense management.
• Assist customers in compliance with financial regulations.
• Maintain feedback loop with product and tech teams for onboarding improvements.

Skills

Customer service

Onboarding experience

Compliance processes

Organizational skills

Tools

CRM systems

Expense management tools

Job description

Assisted Onboarding Specialist - Expense Management

Who Are We

HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools.

HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments, HALA Cashier and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations.

Founded in 2017, HALA is currently duly licensed by the Saudi Arabian Central Bank as well as the Financials Services Regulatory Authority (FSRA) in Abu Dhabi Global Market.

Overview

Hala is seeking aproactive and organized Expense Management Assisted Onboarding Specialistto ensure a seamless experience for businesses adoptingHala Control. This role focuses on assisting customers in onboarding, resolving setup challenges, and ensuring compliance with financial regulations. The ideal candidate will have experience inexpense management, corporate finance, or fintech, with strong operational and customer service skills.

Key Responsibilities

• Guide businesses throughHala Controlonboarding, ensuring they successfully set up their expense management system.
• Assist customers in linking their corporate accounts, uploading necessary documents, and ensuring compliance withfinancial regulations.
• Work closely with the compliance team tovalidate business KYCand documentation.
• Support customers in setting upspend controls, team budgets, and card issuance.
• Ensure seamless integration withHala payments, accounting tools, and business finance workflows.
• Maintain a feedback loop with theproduct and tech teamsto address common onboarding challenges and improve the user experience.
• Updatecustomer onboarding status, issues, and feedbackin the CRM system.

Requirements

• +1 Year experience in Sales/ assisted on boarding in banking or fintech
• Strongcustomer service and onboarding experience, preferably in fintech or corporate financial services.
• Familiarity withcompliance processesrelated to business onboarding and financial transactions.
• Experience withexpense management tools, CRM systems, and operational workflows.
• Highly organized and capable of managing a large volume of customer requests efficiently.

Preferred:

Saudi ,Experience inB2B financial products, corporate finance, or expense management solution

What We Offer You
We believe you will love working at HALA!

• We have an inclusive and diverse culture that encourages innovation and flexibility in remote, in-office, and hybrid work setups.
• We offer highly competitive compensation packages, including the potential for shares.
• We prioritize personal development and offer regular training and an annual learning stipend to tackle new challenges and grow your career in a hyper-growth environment.
• Join a talented team of over 30 nationalities working in 7 countries and gain valuable experience in an exciting industry.
• We offer autonomy, mentoring, and challenging goals that create incredible opportunities for both you and the company.
• You will be given a lot of responsibility and trust.We believe that the best results come when the people responsible for a function are given the freedom to do what they think is best.

If you think you have what it takes to join a remarkable team #apply_now

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