Onboarding Specialist

Payoneer; United States; Remote; USD 45,000 - 65,000; Full time

Job summary

Payoneer is seeking an onboarding specialist to support new SMB customers worldwide. You will use Salesforce, Salesloft, Aircall, and Marketo to guide onboarding, assist with KYC, and engage prospects through calls, emails, and messages.

You will collaborate with operations to drive activation and first funded transactions. Ideal candidates have 1–2 years in B2B sales or onboarding, strong English communication, and proficiency in MS Office.

Qualifications

• Bachelor's degree or current student with strong academic record.
• Experience in B2B sales, telesales, onboarding, or customer service is a plus.
• Excellent verbal and written communication, with persuasive phone skills.

Responsibilities

• Support onboarding for new SMB customers via structured call, email, and messaging outreach.
• Use CRM and sales tools to guide customers through onboarding and KYC steps.
• Collaborate with operations to drive activation and first funded transactions.
• Maintain proactive outreach to meet onboarding and activation targets.
• Provide timely feedback to improve onboarding processes and conversions.
• Engage customers across domestic and global markets with a professional approach.

Skills

Sales

Onboarding

Communication

MS Office

English

Education

Bachelor's degree holder or current student

Tools

Salesforce

Salesloft

Aircall

Marketo

Job description

About the company

Founded in 2005, the company is the global financial platform that removes friction from doing business across borders, with a mission to connect the world’s underserved businesses to a rising global economy. We’re a community with over 2,500 colleagues all over the world, working to serve customers, and partners in over 190 countries and territories.

By taking the complexity out of the financial workflows–including everything from global payments and compliance to multi-currency and workforce management, to providing working capital and business intelligence–we give businesses the tools they need to work efficiently worldwide and grow with confidence.

Location: Poland - EMEA

Role Summery

Support onboarding for new SMB customers across domestic and global markets through telesales outreach, timely follow-ups, and low-touch engagement that helps drive activation and compliance completion.

What you'll do

• Use CRM tools such as Salesforce, Salesloft, Aircall, and Marketo to support customer onboarding, assist with KYC completion, and engage prospects through structured call, email, and messaging outreach such as WhatsApp or Telegram.
• Apply effective communication, active listening, and problem-solving skills to guide customers through the onboarding process and help improve conversion outcomes.
• Manage communication with new accounts through calls, emails, and automated sequences while working closely with operations teams to support activation and approvals.
• Help address onboarding, operational, and payment-related issues in a timely manner to support a smooth customer experience and encourage first funded transactions.
• Support onboarding and activation goals for the assigned portfolio by maintaining consistent outreach, encouraging progress to first funded transaction, and introducing customers to relevant the company products where appropriate.
• Proactively share feedback, insights and ideas in team meetings to contribute towards new business growth

Who you are

• Bachelor's degree holder or current bachelor's degree student.
• 1–2 years of experience in B2B sales, telesales, inside sales, customer onboarding, customer service, or a related field; internships or early sales experience are an advantage.
• Strong sales acumen with the ability to work in an aggressive, target-driven environment, manage high activity volumes, prioritize effectively, and consistently deliver against deadlines and conversion goals.
• Good knowledge of Microsoft Office, including Excel, Word, and PowerPoint.
• Fluency in English is a must, with excellent spoken communication, strong call handling ability, and the confidence to engage customers persuasively over the phone.
• Candidates with prior BPO or inside sales experience will be strongly preferred, especially those who have managed aggressive follow-up cadences and volume-based onboarding or activation targets.
• Excellent written and verbal communication skills, with strong persuasive ability, organized reporting, and effective coordination across sales and operations stakeholders.
• Strong desire to learn industry best practices, contribute to the organization, and continuously improve onboarding, activation, and FFT performance outcomes.

The the company Ways of Working

Act as our customer’s partner on the insideLearning what they need and creating what will help them go further.

Do it. Own it.Being fearlessly accountable in everything we do.

Continuously improveAlways striving for a higher standard than our last.

Build each other upHelping each other grow, as professionals and people.

We are committed to providing a diverse and inclusive workplace. the company is an equal opportunity employer, and all qualified applicants will receive consideration for employment no matter your race, color, ancestry, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. If you require reasonable accommodation at any stage of the hiring process, please speak to the recruiter managing the role for any adjustments. Decisions about requests for reasonable accommodation are made on a case-by-case basis.