Onboarding Specialist

Onboarding Support - Upsells Context of The Role Reporting to the PMO, this position will manage the end - to - end onboarding process for prospects that want to onboard with Thunes, especially for upsells.The onboarding support will be the point-of-contact for the internal stakeholders and the future member. Responsibilities include supporting the member with the required steps and follow up internally to streamline the onboarding. This position requires a detailed-oriented and proactive individual to streamline processes, manage documentation, and support the team in achieving business goals. You will collaborate closely with the sales, legal, compliance, finance and technical teams to ensure efficient operations and outstanding customer service. Key Responsibilities Assist prospect and BD or AM in the go live for upsell opportunities Onboarding Support to follow up and enhance internal processes Close follow up on the onboarding process (compliance, legal technical integration) with internal external stakeholders Coordinate with various internal stakeholders to remove obstacles Identify inefficiencies in the sales/onboarding process and implement improvements Monitor and update the CRM, ensuring data accuracy for internal reporting Work closely with internal teams, such as Finance, Compliance, Treasury, Legal and Solution Delivery Professional Experience/ Qualifications At Thunes to ensure we set out clear expectations for the business and you to succeed, it is equally important for us in defining not only the nature of the role responsibilities but that the cultural fit in working style and approach is a match! So please read carefully below before putting yourself forward ~Bachelor’s Degree in a Business, Sales or related field Has work experience in commercial corporate environment- ideally in Financial Services or a Tech Company High level of Microsoft Office Suite competency including at least intermediate Excel proficiency (Creating visual representations of data, creating managing pivot tables, ability to organize data using SUMIF, COUNTIF, and VLookup.) Salesforce/ Hubspot or other CRM proficiency Must be highly organised, independent and able to prioritise tasks Ability to work under pressure in a rapidly evolving fast-paced environment Adept at developing and executing actions synthesized from analysis issues Detail-oriented and a believer in value of process Must be flexible, self-motivated and team-oriented Highly adaptable, able to accept and create change Project management skills are desirable Key Skills Qualifications Bachelor’s degree in Business, Sales, Marketing, or related field. 2-4 years of experience in sales support, sales operations, or customer service in a B2B or fintech environment. Strong understanding of sales processes and CRM systems (Salesforce experience is a plus). Excellent written and verbal communication skills with a customer-centric approach. Strong organizational and multitasking abilities. Ability to work independently, manage time efficiently, and prioritize tasks in a fast-paced environment. Detail-oriented with strong analytical skills and problem-solving capabilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).