Client Onboarding Lead
Job Description
About Payoneer
Founded in 2005, Payoneer 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 markets.
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: NYC
Hybrid
Full-time
Role summary
We are searching for an ambitious, self-directed Client Onboarding Lead to own client onboarding for the SMB clients we help transform their local business into a global business. As a key member of our North American B2B GTM team, this role will be working hand in hand with our sales and account management teams to onboard clients.
What you’ll do:
- Chance to build a new discipline from the bottom up
- Ensure new clients are fully onboarded to their Payoneer product of choice
- Develop workflows to streamline onboarding process
- Work with internal teams to automate and improve workflows
- Help existing customers with continuous onboarding needs
- Provide feedback to sales and account management teams to improve messaging, close communication gaps, and help them better manage their client relationships
- Further identify clients with growth potential that may have been overlooked during the sales process
- Maintain pertinent customer information within CRM platform
Who you are:
- 5+ years of sales, ops, or customer service experience, ideally in a tech environment
- Strategic mindset to problem solving
- Data and technically oriented, intermediate to advanced Excel skills a major plus
- Strong written and verbal communication skills
- Time management and multitasking skills
- Ability to work with a cross functional global team
- High level of organization and focus and ability to work under pressure
- Interest in leading and mentoring a team
- Comfortable with hybrid work environment
Not a must, but a great advantage:
- Experience in Payments or Banking industry
- Experience using Salesforce or a similar CRM system
- Experience with data analytics & BI tools
What we offer:
- Discounted medical, dental, and vision insurance (Coverage starts on Day 1) HSA and FSA
- 401K with employer match
- Employee Stock Purchase Plan (ESPP)
- Fitness/Wellness reimbursement
- Generous PTO, paid holidays, and parental leave
- Learning and development opportunities
- Flexible work from home schedule
- Volunteer activities
- Fun office culture with supportive leadership
In accordance with New York City Law, below is the annual base salary range for this position. Actual annual base salary is based on, but not limited to: experience, education, professional licenses, location and business needs. The position is eligible for health insurance, disability insurance, life insurance, 401k plan, paid-time off, and sick (and where applicable safe) leave. This position is also eligible for a discretionary year-end bonus.
The annual base salary range for this position is: $100,000 - $115,000.
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The Payoneer Ways of Working
Act as our customer’s partner on the inside
Learning what they need and creating what will help them go further.
Continuously improve
Always striving for a higher standard than our last.
Do it. Own it.
Being fearlessly accountable in everything we do.
Build each other up
Helping each other grow, as professionals and people.
If this sounds like a business, a community, and a mission you want to be part of, click now to apply.
We are committed to providing a diverse and inclusive workplace. Payoneer 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.
Company Information
Location: New York, NY
Type: Hybrid