Onboarding Specialist
Core
Support onboarding for new SMB customers across domestic and global markets through telesales outreach, timely follow-ups, and low-touch engagement to drive activation and compliance completion.
Role type
Customer onboarding specialist (telesales)
Builds
Customer activation and first funded transactions for SMBs
Domain
Fintech / Cross-border payments
Required skills
Telesales, CRM tools (Salesforce, Salesloft, Aircall, Marketo), KYC completion, structured call/email/messaging outreach, active listening, problem-solving, Microsoft Office (Excel, Word, PowerPoint), persuasive communication, target-driven sales acumen, high-volume activity management
Preferred skills
BPO or inside sales experience, aggressive follow-up cadence management, volume-based onboarding/activation target experience
Technologies
Salesforce, Salesloft, Aircall, Marketo, WhatsApp, Telegram
Responsibilities
Use CRM tools to support customer onboarding and assist with KYC completion; engage prospects through structured call, email, and messaging outreach; guide customers through the onboarding process to improve conversion outcomes; manage communication with new accounts via calls, emails, and automated sequences while coordinating with operations teams; address onboarding, operational, and payment-related issues to support a smooth customer experience; maintain consistent outreach to support onboarding and activation goals; introduce customers to relevant Payoneer products; share feedback and insights in team meetings to contribute to business growth
Seniority
Junior to Mid-level, hands-on IC