Client Onboarding Specialist - Fintech Job at Foundever (London)

Onboarding Manager

The Manager, Onboarding leads a team of specialists, driving operational excelle...

Location

United States , Chicago

Salary:

70000.00 - 85000.00 USD / Year

MyTennisLessons

Expiration Date

Until further notice

Requirements

8+ years of professional experience in customer success or related roles
3+ years of experience managing and developing high-performing teams
Experience in fintech or SaaS environments preferred
Bachelor’s degree in Hospitality Management, Business Administration, or a related field required
Fluent in English (written and verbal)

Job Responsibility

Lead and develop a team of specialists and associate managers
Set clear goals and performance expectations aligned with departmental objectives
Provide regular coaching, feedback, and professional development opportunities
Oversee workload allocation, ensuring balanced capacity, productivity, and service quality
Manage recruitment, onboarding, and training
Act as a key point of contact for client-facing teams and stakeholders
Coordinate with internal functions (Implementation, Product, Operations, etc.) to ensure smooth project execution
Communicate updates, progress, and risks clearly to senior leadership
Oversee execution of multiple concurrent projects, ensuring on-time delivery
Identify and implement process improvements to increase efficiency, scalability, and accuracy

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year

Fulltime

Customer Support Specialist

The Customer Support Analyst II plays a vital role in providing exceptional tech...

Location

Germany , Munich

Salary:

Not provided

PPRO GmbH

Expiration Date

Until further notice

Requirements

2-3 years of experience in a customer support role, preferably within the payments or financial technology industry
Proven ability to troubleshoot and resolve complex technical and functional issues
Strong understanding of payment processing concepts, including local payment methods
Excellent problem-solving, analytical, and critical-thinking skills
Exceptional written and verbal communication skills in English
Proficiency in using support ticketing systems (Zendesk, Freshdesk)
Strong customer-centric approach with a genuine desire to help and advocate for clients
Ability to work as a team as part of a global, cross-functional team
Demonstrated ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment

Job Responsibility

Configure and onboard merchants of our PSP clients for various payment methods
Configure merchants of our PSP clients
Assist with the technical setup of our PSPs
Understand and take ownership of the merchant onboarding lifecycle from beginning to end, facilitating merchant activation and revenue generation
Be involved in the full client lifecycle, from pricing structure approval to setup in PPRO systems, to ensure fast activation
Assist PPRO clients with follow-up questions related to client and merchant onboarding requests
Troubleshoot client issues and open Jira tickets to report errors to relevant teams
Handle requests from acquiring partners and coordinate with the respective clients
Proactively follow up on raised items within a reasonable timeframe
Advise clients on billing and reconciliation issues, collaborating with relevant departments

What we offer

Hybrid working - 3 days / week on site expectation
30-day holiday allowance
Work from abroad policy, enabling employees to work remotely for up to another 30 days per year
€500 annual budget for professional growth
Leadership cafés, on-the-job training
Accident insurance
Disability insurance
Direct insurance (bAV)
Travel insurance
Enhanced family leave

Fulltime

Customer Support Specialist

The Customer Support Analyst II plays a vital role in providing exceptional tech...

Location

Mexico , Mexico City

Salary:

Not provided

PPRO GmbH

Expiration Date

Until further notice

Requirements

2-3 years of experience in a customer support role, preferably within the payments or financial technology industry
Proven ability to troubleshoot and resolve complex technical and functional issues
Strong understanding of payment processing concepts, including local payment methods
Excellent problem-solving, analytical, and critical-thinking skills
Exceptional written and verbal communication skills in English
Proficiency in using support ticketing systems (Zendesk, Freshdesk)
Strong customer-centric approach with a genuine desire to help and advocate for clients
Ability to work as a team as part of a global, cross-functional team
Demonstrated ability to manage time effectively, prioritize tasks, and meet deadlines in a fast-paced environment

Job Responsibility

Configure and onboard merchants of our PSP clients for various payment methods
Configure merchants of our PSP clients
Assist with the technical setup of our PSPs
Understand and take ownership of the merchant onboarding lifecycle from beginning to end, facilitating merchant activation and revenue generation
Be involved in the full client lifecycle, from pricing structure approval to setup in PPRO systems, to ensure fast activation
Assist PPRO clients with follow-up questions related to client and merchant onboarding requests
Troubleshoot client issues and open Jira tickets to report errors to relevant teams
Handle requests from acquiring partners and coordinate with the respective clients
Proactively follow up on raised items within a reasonable timeframe
Advise clients on billing and reconciliation issues, collaborating with relevant departments

What we offer

Hybrid working - We offer a hybrid structure with a 3 days / week on site expectation
work from abroad policy, enabling employees to work remotely for up to another 30 days per year
Learning and Development - We offer a 7,000 MXN annual budget to support your professional growth
leadership cafés, on-the-job training, and other opportunities to help you grow your skills and thrive in your role
Meal vouchers- SiVale - MXN 3000 per month
Insurance- including major and minor health insurance (including dental insurance) + life insurance and travel insurance
Enhance Family Leave
Gym membership - PPRO helps contribute towards the costs of your gym membership
Mental Health Platform - provide one-on-one therapy, chat therapy, therapist-led courses, guided meditations, and more
office in a WeWork building nearby Angel de la Reforma

Fulltime

New

Onboarding Specialist

As an Onboarding Specialist at Range, you will be on the front lines of the memb...

Location

United States , McLean, VA, Bellevue, WA

Salary:

Not provided

Range

Expiration Date

Until further notice

Requirements

2+ years of experience in a customer-facing role such as onboarding, customer success, support, account management, or client services
BS or BA required
Exceptional verbal and written communication skills, with confidence speaking directly with customers
Strong problem-solving instincts and the ability to stay calm and empathetic when members encounter challenges
Comfort working with technology and troubleshooting issues across digital tools and platforms
Ability to explain complex concepts clearly to non-technical audiences
Highly organized, detail-oriented, and able to manage multiple member interactions simultaneously

Job Responsibility

Guide new members through the end-to-end onboarding process, including account setup, financial account connections, and initial product walkthroughs
Serve as a primary point of contact for onboarding-related questions via phone, video, chat, and email
Clearly explain complex financial and technical concepts in a way that feels approachable and empowering for members
Troubleshoot issues related to account connections, data syncing, and onboarding workflows, ensuring timely resolution
Proactively identify friction points in the onboarding experience and partner with Product, Engineering, and Operations to improve processes
Build strong relationships with members by delivering a white-glove, high-touch onboarding experience
Maintain accurate documentation and notes to ensure smooth handoffs and long-term member success

What we offer

Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
401(k): Retirement savings program to support your future
Paid Time Off: Dedicated time to reset and recharge plus most federal holidays
Parental Leave: Comprehensive leave policy for growing families
Meals: Select meals covered throughout the week
Fitness: Monthly movement stipend
Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
Annual Compensation Reviews: Salary and equity refreshes based on performance
Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Fulltime

Product Implementation Specialist

The Product Implementation Specialist implements software solutions integrating ...

Location

United States , Royal Oak

Salary:

17.00 - 23.00 USD / Hour

MyTennisLessons

Expiration Date

Until further notice

Requirements

2+ years of professional experience in customer success or related roles
Experience in fintech or SaaS environments preferred
A high school diploma or GED is required
Associate degree in Computer Science, Software Development, Business Management, Hospitality or a related field preferred
Fluent in English (written and verbal)
Strong understanding of POS systems, payment processing, and restaurant operations
Familiarity with software integrations, API communication, and data mapping between systems
Working knowledge of labor management or HR/payroll platforms (e.g., Teamwork, HotSchedules, 7shifts, ADP)
Basic knowledge of guest management/reservation systems (e.g., Reserve)
Proficiency with Google Workspace, CRM tools (Salesforce, HubSpot), and project management software (Jira, Slack, Asana)

Job Responsibility

Manage full-cycle implementation projects for restaurant clients, including setup, configuration, testing, and deployment
Implement integrations between POS/restaurant systems and third-party applications, including online ordering, accounting, payroll, loyalty, CRM, or delivery platforms
Configure and deploy Teamwork (scheduling, payroll, tip distribution, internal communication) and Reserve (reservations, waitlists, guest profiles) platforms to meet client needs
Lead client onboarding sessions, including kickoff calls, training, and go-live support
Perform quality assurance, data validation, and testing to ensure accurate setups and integrations
Troubleshoot technical or data issues
escalate system-level problems to senior specialists or engineering as needed
Maintain accurate records of project activities, configurations, and client environments
Collaborate with internal teams (Sales, Product, Support, Customer Success, Engineering) to ensure seamless client experiences
Contribute to process improvements, integration playbooks, and technical documentation

What we offer

Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

Menu Design and Development Specialist

The Menu Design & Development Specialist leads the configuration, optimization, ...

Location

Mexico , Mexico City

Salary:

22300.00 MXN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

Advanced proficiency in Microsoft Office, Google Suite, and spreadsheet tools for analysis and reporting
Strong analytical, problem-solving, and troubleshooting abilities for complex POS configurations
Calm and effective under pressure, with excellent organizational and prioritization skills
Exceptional written and verbal communication
multilingual ability is a plus
Proven success in client-facing consultation and technical implementation roles
Deep understanding of restaurant operations, menu design, and technology integration
Experience managing multiple client projects simultaneously
Ability to collaborate effectively with cross-functional stakeholders (Sales, Product, Engineering, Support)
Experience mentoring junior specialists or onboarding new team members

Job Responsibility

Lead advanced client consultations to gather requirements and provide expert POS guidance
Design and implement complex menu configurations and backend system updates
Ensure data integrity and consistent naming conventions across integrated software platforms
Troubleshoot and resolve complex software and configuration issues, escalating as needed
Maintain accuracy across all software integrations and updates
Demonstrate mastery of Menu Team processes, standards, and best practices
Collaborate cross-functionally with Sales, Product, and Support teams to deliver seamless client experiences
Manage and prioritize escalated tickets, providing timely, high-quality resolutions
Partner with Account Executives and Sales Managers to ensure process compliance and system alignment
Mentor and train Level 1 specialists, supporting their technical development and performance growth

What we offer

Food Vouchers: $1,500.00 MXN per month
Comprehensive Benefits: Law benefits, SGMM, Dental Insurance, Life Insurance
Perks: Total Pass (gym membership), Career Development & Growth Opportunities

Fulltime

Business Development Manager

As, a Senior Business Development Manager at Sokin, you will act as the initial ...

Location

Australia , Sydney

Salary:

Not provided

Sokin

Expiration Date

Until further notice

Requirements

3+ years of proven enterprise sales experience, with a strong track record of managing complex, high-value deals and long sales cycles across senior stakeholder groups
Specialist within the fintech market, Ideally working with cross boarder payments & treasury services products already
Strong ability to conduct high-quality discovery and structured qualification, uncovering commercial priorities, operational pain points, and treasury requirements to position solutions effectively
Excellent written and verbal communication skills, with the ability to deliver clear, compelling, and value-driven messaging tailored to finance leaders and decision-makers (CFO, FD, Treasurer, Head of Finance)
Commercially sharp, with strong business acumen and the ability to prioritise opportunities based on value, urgency, and strategic fit
Naturally curious and coachable, with a growth mindset and commitment to developing into a trusted advisor for clients and internal stakeholders
Highly organised and detail-oriented, with strong CRM discipline and a structured approach to pipeline management, forecasting, and reporting
Tech-savvy and confident using modern sales tools and CRM systems (Zoho experience is an advantage)
Please note, candidates will need to have the right to work in the jurisdiction that they are looking to work in.

Job Responsibility

Proactively identify, research, and develop new business opportunities across the mid-market and enterprise segments through LinkedIn, CRM intelligence, partner referrals, targeted outbound prospecting, and other channels
Conduct structured qualification by evaluating client needs, treasury requirements, FX exposure, and complexities across international payments and cross-border receivables
Lead initial engagement with senior stakeholders and decision-makers, leveraging a multi-channel approach across email, phone, LinkedIn, and strategic social outreach
Secure and coordinate high-value discovery calls and commercial meetings, ensuring opportunities are well-qualified and positioned for progression through the sales pipeline
Collaborate closely with internal stakeholders — including Marketing, Compliance, Product, and Client Onboarding — to drive seamless opportunity conversion and an exceptional prospect experience
Maintain accurate, timely, and commercially relevant documentation of all activity, pipeline status, and prospect insights within the CRM, ensuring visibility and reporting integrity
Support the planning and execution of outbound campaigns and targeted go-to-market initiatives across assigned sectors, regions, or strategic verticals
Consistently deliver against performance objectives, including weekly activity benchmarks and monthly qualified opportunity targets, contributing to overall revenue growth and pipeline health
Build commercial knowledge across international markets, enterprise sales methodology, FX and treasury solutions, while leveraging ongoing development opportunities within SOKIN’s broader commercial organisation

New

Platform Support

iCapital is seeking a motivated and client focused Analyst or Associate to join ...

Location

United States , Salt Lake City

Salary:

60000.00 - 85000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

1-5+ years of experience in client technical support, data operations, or a programming environment within a fast‑paced or agile organization
Bachelor’s degree is required
Strong communication skills and comfort interacting with external partners and internal business stakeholders
Able to prioritize effectively with excellent time‑management skills
Demonstrated ability to work independently as well as collaboratively within a team
Experience analyzing complex technical problems and translating them into clear, actionable steps
Strong attention to detail with the ability to research systems, identify issues, and recommend solutions

Job Responsibility

Execute end-to-end technical and operational deliverables on recurring platform engagements, ensuring consistent, high-quality service
Manage daily workflows with a strong client first mindset while maintaining platform stability and user satisfaction
Partner closely with Product Managers, Relationship Managers, and Implementation teams to deliver a best-in-class platform experience
Ensure external user access aligns with client expectations and support onboarding to tailored white label platform solutions
Facilitate internal user entitlement management across iCapital’s suite of proprietary systems
Respond to technical inquiries from internal and external users via the ticketing system across iCapital’s digital ecosystem
Troubleshoot moderate to complex technical issues
escalate and collaborate with product specialists as needed for timely resolution
Document processes, recurring technical issues, and best practices to support new product solutions and operational improvements
Synthesize customer feedback and partner with cross functional teams to help enhance iCapital’s digital offerings

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Client Onboarding Specialist - Fintech

Foundever

Location:
United Kingdom , London

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

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