Assisted Onboarding Specialist - Payment

Hala; Riyadh; On-site; SAR 120,000 - 150,000; Full time

Job summary

A leading fintech company in Riyadh is looking for an Assisted Onboarding Specialist to facilitate a seamless customer onboarding experience. Candidates should possess strong customer service skills, compliance knowledge, and experience with CRM tools, particularly in the fintech sector. This role includes guiding customers through self-onboarding, collaborating with compliance teams, and maintaining customer data. A competitive compensation package and opportunities for personal development are offered.

Benefits

Inclusive and diverse culture

Competitive compensation packages

Personal development training

Remote, in-office, and hybrid work options

Mentoring and growth opportunities

Qualifications

• Strong customer service skills with a solution-oriented approach.
• Knowledge of compliance processes and standards.
• Experience with CRM tools and operational workflows.

Responsibilities

• Assist customers who drop out of self-onboarding.
• Support customers with document uploads.
• Collaborate with the compliance team to verify customer documentation.

Skills

Customer service skills

Knowledge of compliance processes

Experience with CRM tools

Highly organized

Fintech experience

Job description

Who Are We

HALA is a leading fintech player in the MENAP region, aiming to redefine financial services and build the future bank of SMEs. We empower SMEs to start, run, and grow their businesses by providing cutting-edge financial and technological tools.

HALA has multiple entities in UAE, Saudi Arabia, and Egypt, including HALA Payments, HALA Cashier, and HALA Logistics. Our solutions enable merchants to digitize payments and manage sales and operations.

Founded in 2017, HALA is licensed by the Saudi Arabian Central Bank and the Financial Services Regulatory Authority (FSRA) in Abu Dhabi Global Market.

Position: Assisted Onboarding Specialist

We are seeking a proactive and organized Assisted Onboarding Specialist to ensure a seamless onboarding experience for customers facing challenges during self-onboarding. The ideal candidate has a background in customer service, compliance, and operational support, with fintech industry experience, especially in payments.

Key Responsibilities:

1. Assist customers who drop out of self-onboarding, guiding them to complete the process smoothly.
2. Support customers with document uploads, ensuring compliance with regulatory standards.
3. Collaborate with the compliance team to verify customer documentation and information.
4. Oversee terminal ordering and ensure timely delivery.
5. Maintain feedback loops with product and tech teams to address onboarding gaps.
6. Accurately update customer data and feedback in the CRM system.

Requirements:

• Strong customer service skills with a solution-oriented approach.
• Knowledge of compliance processes and standards.
• Experience with CRM tools and operational workflows.
• Highly organized, capable of managing a large volume of customers efficiently.
• Preferred: Experience in fintech, particularly in payment acceptance.

Performance Expectations:

• Achieve an 80% customer reach rate.
• Maintain a 60% onboarding conversion rate.
• Ensure all customer feedback is accurately recorded in CRM.

Challenges & Opportunities:

This role offers a unique opportunity to work at the intersection of customer service, compliance, and technology within a dynamic fintech environment.

What We Offer:

• Inclusive and diverse culture supporting remote, in-office, and hybrid work setups.
• Highly competitive compensation packages, including potential shares.
• Focus on personal development with regular training and an annual learning stipend.
• Work with a talented team of over 30 nationalities across 7 countries.
• Autonomy, mentoring, and challenging goals for growth.
• Responsibility and trust to do your best work.

Join us now! If you believe you have what it takes to be part of our remarkable team, #apply_now.