Remote Customer Onboarding Specialist

Placements24; Pretoria; Hybrid; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Fully remote

Competitive salary

Health, dental, and vision insurance

Professional development

Generous PTO and holidays

Collaborative team environment

Job summary

Placements24 is seeking a Remote Customer Onboarding Specialist to guide new clients through setup and implementation from a home office. The role emphasizes clear communication, patient instruction, and excellent service as clients adopt our fintech solutions.

You will train, document, and support customers, coordinating with sales and support teams to ensure a smooth onboarding experience and measurable KPIs. Remote work is central to the role.

Qualifications

• 2+ years in customer onboarding, training, or client support in tech.
• Excellent written and verbal communication.
• Ability to explain complex tech simply.
• Strong organizational skills for multiple onboarding projects.
• Proficiency with CRM systems and virtual meeting tools.
• Patient, empathetic, customer-centric approach.
• Able to work independently in a remote setup.
• FinTech or financial services experience is a plus.

Responsibilities

• Guide new customers through onboarding from account setup to initial product usage.
• Conduct personalized onboarding sessions and training webinars for individuals and groups.
• Assist customers in configuring accounts and integrating services with existing systems.
• Develop and maintain onboarding documentation and tutorials.
• Address inquiries and resolve issues during onboarding promptly.
• Collaborate with sales and support to ensure a cohesive journey.
• Gather feedback from new users to identify process improvements.
• Track onboarding progress and KPIs for assigned clients.
• Act as primary point of contact during the initial engagement period.

Skills

Customer onboarding

Training sessions

CRM software

Virtual meetings

Remote work

FinTech knowledge

Job description

About the Role

Our client, a leading provider of innovative financial technology solutions, is actively seeking a dedicated and detail-oriented Remote Customer Onboarding Specialist. This fully remote role, ideally connecting with our operations based in Pretoria, Gauteng , focuses on guiding new clients through the initial setup and implementation of our services. You will play a crucial role in ensuring a smooth and positive onboarding experience, setting customers up for long-term success. This position requires excellent communication skills, a patient demeanor, and a thorough understanding of our product suite. As a remote team member, you will leverage digital tools to provide training, support, and guidance, making you an essential bridge between our company and its new clientele. We aim to provide a seamless transition for all new users, and your expertise will be key to achieving this goal.

This is an excellent opportunity for someone passionate about customer service and technology to make a significant impact from the comfort of their home office.

Key Responsibilities

• Guide new customers through the entire onboarding process, from account setup to initial product usage.
• Conduct personalized onboarding sessions and training webinars for individual clients and groups.
• Assist customers in configuring their accounts and integrating our services with their existing systems.
• Develop and maintain clear, concise onboarding documentation and tutorials.
• Address customer inquiries and resolve any issues that arise during the onboarding phase promptly.
• Collaborate with sales and support teams to ensure a cohesive customer journey.
• Gather feedback from new users to identify areas for improvement in the onboarding process.
• Track onboarding progress and key performance indicators (KPIs) for assigned clients.
• Act as a primary point of contact for new clients during their initial engagement period.

Requirements

• Proven experience (2+ years) in customer onboarding, training, or a client support role, preferably in a tech-related field.
• Excellent presentation and communication skills, both written and verbal.
• Ability to explain complex technical concepts in a simple and understandable manner.
• Strong organizational skills and the ability to manage multiple onboarding processes simultaneously.
• Proficiency with CRM software and virtual meeting/collaboration tools.
• A patient, empathetic, and customer-centric approach.
• Ability to work independently and manage time effectively in a fully remote setup.
• Experience in the financial services or FinTech industry is a significant plus.
• Proximity to Pretoria, Gauteng is advantageous but not mandatory given the remote nature of the role.

Benefits

• Fully remote work arrangement, allowing for flexible working hours and location.
• Competitive salary and potential for performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• Professional development opportunities and training programs.
• Generous paid time off and holiday allowances.
• A supportive and collaborative team environment focused on shared success.
• Access to cutting-edge financial technology tools and resources.