Customer Success Specialist - Expense Management

HALA; Riyadh; On-site; SAR 150,000 - 200,000; Full time

Job summary

Join HALA, a leading fintech company, as part of a dynamic team dedicated to redefining financial services for SMEs. You will play a crucial role in guiding businesses through onboarding, ensuring smooth integration with our innovative financial tools, while contributing to a culture of excellence and personal growth.

Benefits

Inclusive culture and workplace flexibility

Competitive compensation and share potential

Regular training and learning stipends

Autonomy and mentorship opportunities

Responsibility with trust

Qualifications

• Experience in fintech or corporate financial services preferred.
• Familiarity with compliance processes related to business transactions.
• Ability to manage a high volume of customer requests.

Responsibilities

• Guide businesses through onboarding and expense management setup.
• Assist in linking corporate accounts and ensuring compliance.
• Support in spending controls and team budgets setup.

Skills

Customer Service

Onboarding

Compliance

Organization

Tools

CRM Systems

Expense Management Tools

Job description

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.

Key Responsibilities

• Guide businesses through Hala Control onboarding, ensuring they successfully set up their expense management system.
• Assist customers in linking their corporate accounts, uploading necessary documents, and ensuring compliance with financial regulations.
• Work closely with the compliance team to validate business KYC and documentation.
• Support customers in setting up spend controls, team budgets, and card issuance.
• Ensure seamless integration with Hala payments, accounting tools, and business finance workflows.
• Maintain a feedback loop with the product and tech teams to address common onboarding challenges and improve the user experience.
• Update customer onboarding status, issues, and feedback in the CRM system.
  
  

Requirements

• Strong customer service and onboarding experience, preferably in fintech or corporate financial services.
• Familiarity with compliance processes related to business onboarding and financial transactions.
• Experience with expense management tools, CRM systems, and operational workflows.
• Highly organized and capable of managing a large volume of customer requests efficiently.
• Preferred: Experience in B2B financial products, corporate finance, or expense management solutions.
  
  

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