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Customer Onboarding Specialist (Sales Operations)

Manage the onboarding process for new clients using Salesforce and internal systems.
Sofia, Bulgaria
Junior
6 months ago
OpenPayd

OpenPayd

A fintech platform providing businesses with banking and payment solutions, including accounts, FX, card issuing, and local payment methods.

Sales Operations Specialist

OpenPayd is a leading global payments and banking-as-a-service platform for the digital economy. Through its API-driven technology, businesses can embed financial services into their products and create the seamless user experiences needed to drive business growth.

OpenPayd's platform removes the need to contract with multiple providers for different services and across different markets. Instead, businesses can access accounts, FX, international and domestic payments, and Open Banking services globally via a single API integration. OpenPayd is committed to providing businesses with a fully compliant solution across all markets, leaving your business to focus on growth.

Our mission is to 'To open up banking and payments for business globally, through a modular platform'. We believe that all businesses regardless of their scale or industry should be able to leverage the best payment and banking services. We believe in providing our services through a simple, flexible, and scalable platform.

How Will You Add To OpenPayd Journey?

  • Serve as the main point of contact between our Prospects and Customers and provide them with a smooth onboarding experience
  • Track and report on the status of all applications
  • Understanding of compliance policies and requirements to act as a first point of customer prechecks
  • Maintain active engagement with new leads through follow-up communications based on specific requirements
  • Maintain Service Level Agreements (SLAs) set by the business to ensure customers live with upmost efficiency
  • Responsible for handling the day-to-day account maintenance and merchant onboarding service workload in Salesforce and Onboarding merchant systems
  • Prioritize and Create prospect accounts in Back office - Banking providers, Users and Fees in line with our client's requirements
  • Attended high-level conversations between external business stakeholders, customer success and our compliance teams
  • Communication between internal finance teams, to issue invoices for Onboarding fees

The Ideal Candidate Will Have The Following:

  • Previous experience in either an administrative position within online payments or financial services environment (e-wallets, banking, online-processing)
  • Previous experience in a role acting as a first point of contact with customers.
  • Knowledge of Salesforce or a similar CRM
  • An eye for detail and numbers
  • Strong Excel skills
  • 1+ years' experience working with a revenue operations environment
  • Experience in supporting sales and working stakeholders to influence decisions and drive improvements

We'd like you to take a read of our Talent Acquisition Privacy Notice which explains how we collect and process your personal data. Please read our notice carefully. By submitting the application button, we will consider that you aware of it.

We are looking forward to receiving your CV.

OpenPayd Talent Team

To all recruitment agencies: OpenPayd does not accept speculative agency resumes. Please do not forward resumes to our jobs alias, OpenPayd employees or any other company location. OpenPayd is not responsible for any fees related to unsolicited resumes. OpenPayd will only accept CV's from the partners with relevant agreement via the People and Talent team only.

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Customer Onboarding Specialist (Sales Operations)
Sofia, Bulgaria
Sales
About OpenPayd
A fintech platform providing businesses with banking and payment solutions, including accounts, FX, card issuing, and local payment methods.