Customer Onboarding Officer Jobs

The Team + The Role Pendo’s Professional Services team is part of the broader Strategy & Transformation organization. The team helps customers transform how they operate, not just how they use Pendo, through onboarding, enablement, consulting, and advisory services. As a Professional Services Consultant, you will lead customer engagements that help organizations implement, adopt, and scale their use of Pendo. You will guide customers from onboarding through value realization, aligning Pendo to business goals, implementing high-value use cases, and establishing the foundations for long-term success. You will serve as a trusted advisor across implementation, enablement, custom consulting, and Center of Excellence engagements. This is a remote role based in the United States. What this looks like day-to-day Customer onboarding and implementation: Lead onboarding engagements that accelerate customer time-to-value. Guide customers through installation readiness, use case discovery, implementation, enablement, and activation activities that help them achieve meaningful business outcomes with Pendo. Use case discovery: Partner with customers to understand their business goals, challenges, and success metrics. Help them identify and prioritize high-value use cases and develop implementation approaches that connect Pendo capabilities to desired outcomes. Product enablement and best practices: Enable customers on the full range of Pendo products and modules, including Analytics, Guides, NPS, Session Replay, Listen, Orchestrate, and Data Sync. Help customers understand not only how to use the platform, but how to use it effectively and sustainably. Custom services delivery: L

Title: Sr. Manager/DGM - Sales Manager About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are looking for a result-oriented and customer-focused professional to lead the Customer Success Sales (CS Sales) function for Paytm Money. The role involves driving customer activation and conversion across onboarding and engagement journeys, managing sales operations teams, and improving customer experience through structured calling and process excellence. Responsibilities : Drive conversion and activation across customer onboarding and engagement funnels for various products. Identify and resolve customer journey bottlenecks to improve activation and conversion metrics. Manage and mentor the calling team to improve lead conversion and customer activation metrics. Monitor daily performance metrics and share updated MIS reports with stakeholders. Conduct training sessions and ensure quality assurance (QA) standards for the team. Design and optimize calling processes, customer communication flows, and conversion pitches. Collaborate with product, operations, risk, and business teams to resolve customer journey bottlenecks. Analyze customer objections and rejection patterns to improve conversion strategiesEnsure high levels of customer engagement, responsiveness, and service quality during interactionsTrack team productivity, conversion funnels, and operational KPIs to drive continuous improvementSupport leadership with business updates, operat

Title: Sr. Manager/DGM - Sales Manager About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are looking for a result-oriented and customer-focused professional to lead the Customer Success Sales (CS Sales) function for Paytm Money. The role involves driving customer activation and conversion across onboarding and engagement journeys, managing sales operations teams, and improving customer experience through structured calling and process excellence. Responsibilities : Drive conversion and activation across customer onboarding and engagement funnels for various products. Identify and resolve customer journey bottlenecks to improve activation and conversion metrics. Manage and mentor the calling team to improve lead conversion and customer activation metrics. Monitor daily performance metrics and share updated MIS reports with stakeholders. Conduct training sessions and ensure quality assurance (QA) standards for the team. Design and optimize calling processes, customer communication flows, and conversion pitches. Collaborate with product, operations, risk, and business teams to resolve customer journey bottlenecks. Analyze customer objections and rejection patterns to improve conversion strategiesEnsure high levels of customer engagement, responsiveness, and service quality during interactionsTrack team productivity, conversion funnels, and operational KPIs to drive continuous improvementSupport leadership with business updates, operat

A fast-growing Bangalore-based Robotics Start-up is hiring Sales Associates (B2B Sales) to expand its commercial client network and drive business growth. This is an excellent opportunity for energetic sales professionals who enjoy field sales, client interaction, and achieving targets. Position Details Position: Sales Associate (B2B Sales) Location: Bangalore Job Type: Full-Time Department: Business Development & Sales Key Responsibilities • Identify and approach potential B2B clients in assigned territories. • Present and promote robotic cleaning solutions, including one-time services and AMC plans. • Conduct client meetings, site visits, demonstrations, and requirement assessments. • Generate leads and convert prospects into paying customers. • Build strong relationships with facility managers, business owners, and key decision-makers. • Achieve monthly sales and revenue targets. • Maintain accurate CRM records of leads, meetings, and sales activities. • Coordinate with operations teams for seamless customer onboarding. Eligibility & Skills • 3 5 years of relevant sales experience. • Strong communication, presentation, and negotiation skills. • Fluency in English, Hindi, and Kannada. • Comfortable with field sales, cold calling, and client visits. • Knowledge of B2B sales processes and customer relationship management. • Familiarity with CRM tools and mobile reporting systems. • Two-wheeler mandatory (fuel allowance provided). • Experience in B2B sales, facility management, or related sectors will be an added advantage. Benefits • Attractive salary package with performance-based incentives. • Career growth opportunities into Senior Sales, Manager, and Key Account roles. • Professional training in B2B sales, negotiation, and product pitching. • Opportunity to work with an innovative and rapidly growing Robotics Start-up. How to Apply Interested candidates can send their updated resume along with contact details to: Email: Apply now and become part of the future o

Forward Deployed Senior Software Engineer (Migration Tooling – RunMyJobs) OUR MISSION At Redwood, we empower our customers with lights-out automation for their mission-critical business processes. ABOUT US Redwood Software is the leader in full-stack automation fabric solutions for mission-critical business processes. Our flagship SaaS platform, RunMyJobs (RMJ) , is the first composable automation platform specifically built for ERP environments. We enable organizations to orchestrate, manage, and monitor workflows across applications, services, and infrastructure — in the cloud or on premises. Our global team of automation experts, engineers, and customer success professionals work together to deliver seamless automation transformations. CORE VALUES One Team. One Redwood Make Your Own Weather Obsess over Customer Success Work the Problem Be Curious Own the Outcome Respect Each Other YOUR IMPACT We are seeking a Forward Deployed Software Engineer focused on migration tooling and customer onboarding to RunMyJobs (RMJ) . This role is part of an exciting new Forward Deployed Engineering team within the Global Professional Services team, at the intersection of Product Engineering and Go To Market teams. In this role, you will operate at the intersection of engineering and delivery. Your primary focus will be designing, building, and enhancing migration frameworks, tooling, and automation accelerators that enable customers to smoothly transition from legacy schedulers and automation platforms into RMJ. You will work closely with: Migration Architects to design scalable and reusable migration patterns Professional Services to enable efficient customer onboarding Engineering & Product to improve platform capabilities based on field learnings Customers (occasionally) to validate requirements, troubleshoot edge cases, and ensure successful implementations This is a forward-deployed engineering role — highly technical, impact-driv

Who we are At Twilio, we’re shaping the future of communications, all from the comfort of our homes. We deliver innovative solutions to hundreds of thousands of businesses and empower millions of developers worldwide to craft personalized customer experiences. Our dedication to remote-first work , and strong culture of connection and global inclusion means that no matter your location, you’re part of a vibrant team with diverse experiences making a global impact each day. As we continue to revolutionize how the world interacts, we’re acquiring new skills and experiences that make work feel truly rewarding. Your career at Twilio is in your hands. . Hiring and how we work We use Artificial Intelligence (AI) to help make our hiring process efficient. That said, every hiring decision is made by real Twilions! Also, while we are a remote-first company, you may be asked to report in person on an ad-hoc basis for team gatherings, functional off-sites or customer meetings. . About the team The Onboarding and Compliance design team serves all Twilio customers by developing key features that enhance the customer onboarding process and ensure compliance, resulting in a superior customer experience. The design team's five product designers offer a diverse range of experience, from early-in-career professionals to seasoned experts. Job description See yourself at Twilio Twilio is seeking a Product Designer (P4) to join our Onboarding and Compliance team. We power real-time business communications and data solutions globally. As a member of this team, you will design key features that enhance the customer onboarding process and ensure compliance, resulting in a superior customer experience. Who we are & why we’re hiring Twilio powers real-time business communications and data solutions that help companies and developers worldwide build better applications and customer experiences. Although we're headquartered in San Francisco, we have prese

Who Are We HALA is a leading fintech player in the MENAP region that aims to redefine financial services and build the future bank of SMEs. HALA aims at empowering SMEs to start, run, and grow their businesses by providing them with cutting-edge financial and technological tools. HALA currently holds multiple entities in UAE, Saudi Arabia and Egypt (including HALA Payments and HALA Logistics) and offers solutions that enable merchants to digitize their payments as well as manage their sales and operations. Founded in 2017, HALA is currently licensed by the Saudi Arabian Central Bank. Job Summary Responsible for managing and enhancing the transaction monitoring framework to ensure timely detection, investigation, and escalation of suspicious activities in line with SAMA regulations and internal AML policies. The role oversees monitoring controls, alert management, quality assurance, and team performance to mitigate money laundering and terrorist financing risks JOB-SPECIFIC Responsibilities: Own and operate the AML/CTF monitoring function end to end, including customer acceptance, KYC, CDD, EDD, transaction monitoring, investigations, escalation, and ongoing risk management. Review customer onboarding and periodic KYC updates and obtain the required approvals for high-risk customers, PEPs, complex ownership structures, UBOs, and source of funds/source of wealth assessments, with clear documentation and audit-ready records. Design, maintain, review, test, and enhance transaction monitoring scenarios, rules, thresholds, and logic to ensure effective detection of money laundering and terrorist financing risks and continuous improvement of monitoring quality. Oversee alert handling and investigations lifecycle, ensuring timely review, sound analysis, proper documentation, and structured escalation of suspicious cases to the AML/CTF reporting function for submission to the FIU. Review and update customer risk ratings (low, medium, high) based on relevant internal and exte

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. You will: Your responsibilities as a Account Executive include, but are not limited to the following: Identify, engage, close, onboard net-new business meeting or exceeding the sales personal quota; Uncovering and connecting with ideal clients through a combination of self-prospecting and collaboration with our SDR team; Consulting with new clients to understand their supply chain needs; Creating a value-add solution, demonstrating our capabilities through remote and in-person meetings; Leading the customer onboarding process by leveraging internal resources and teams; Meet regularly with clients to monitor the account health and find ways to improve on their current supply chain experience; Maintain Salesforce accounts records and opportunity pipeline; Continue to expand your knowledge of supply chain processes though internal and external training offerings to best enable you to act as a trusted advisor. You should have: Demonstrated experience owning a full sales cycle (prospecting through close), with a proven track record of meeting and exceeding sales quotas; The ability to run a sales discovery and demo meeting and run a structured sales process; Enthu

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the Product - Connect Platform Connect is Stripe’s platform for businesses that serve other businesses. It gives platforms the infrastructure to represent the people and companies in their ecosystem, onboard and verify them, manage their accounts, accept payments, and pay them out - without building payments, compliance, or financial-services systems themselves. This is how businesses like Shopify can help entrepreneurs run and grow their businesses. It is also the kind of infrastructure that marketplaces such as DoorDash need to coordinate money movement across large networks of restaurants, merchants, and dashers. Connect has impact across industries. Shopify uses Stripe to embed financial services for merchants; Lugg streamlines worker onboarding and offers instant payouts; DoorLoop reduces manual customer onboarding tasks by nearly 50% with Stripe; and Sharetribe helps entrepreneurs launch and run marketplaces on Stripe. AI is accelerating the emergence of entirely new business models: global networks of creators and experts, AI-native marketplaces, and agent-driven products that change how people discover, buy, sell, and deliver services. These businesses are more dynamic than traditional platforms: participants may operate across borders, take on different roles, and need new ways to establish trust, access financial capabilities, and get paid. The Connect Abstractions team owns the platform primitives that make these models possible. We

About the Role: We are seeking an experienced Risk Management professional to lead and strengthen the organisation's Operational Risk and Outsourcing Risk Management framework. The role will be responsible for identifying, assessing, monitoring, and mitigating operational and third-party risks across payment products, merchant acquiring, cross-border payments, and outsourced business operations. The incumbent will work closely with business, operations, compliance, technology, audit, and leadership teams to ensure adherence to regulatory requirements, network guidelines, and internal risk policies. Key Responsibilities Operational Risk Management: Develop, implement, and enhance the Operational Risk Management (ORM) framework, including Risk and Control Self-Assessments (RCSAs), across the organisation. Identify, assess, monitor, and mitigate operational risks arising from payment operations, merchant onboarding, transaction processing, and customer servicing. Drive corrective action plans arising from RCSA findings and control gaps. Monitor Key Risk Indicators (KRIs), operational losses, incidents, and control effectiveness. Lead root cause analysis and remediation for operational risk events. Own SOP and policy lifecycle management — including drafting, versioning, and periodic review — for all operational risk policies and procedures. Outsourcing Risk Management: Manage end-to-end outsourcing risk governance for third-party vendors involved in KYC verification, PAN validation, customer onboarding, payment processing, and other critical functions. Maintain and operate a vendor categorisation framework (IT/Non-IT, critical/non-critical outsourcing) and ensure risk assessments are calibrated to vendor tier and exposure. Ensure compliance with RBI Outsourcing Guidelines, PA Master Directions 2025, and all applicable regulatory requirements. Conduct vendor due diligence, risk assessments, performance reviews, and periodic audits. Monitor SLA adherence, control ef

Role Overview Own the end-to-end technology strategy and roadmap for the Partner, Customer success, Professional Services and Customer Support organizations, translating business objectives into scalable, AI-native platforms. Lead a small team of Product Managers while staying hands-on across solutioning, architecture, and delivery. We are looking to speak to candidates who are based in Palo Alto for our hybrid working model. Key Responsibilities Partner Technology Own the Partner Center technology roadmap spanning cloud provider integrations, partner attribution & telemetry, and incentive/MDF management Drive build-vs-buy decisions for the Partner platform in direct partnership with Partner leadership Deliver solutions that support the full partner lifecycle: onboarding, co-sell, information sharing, support, progress tracking, and program management across Resellers, Technology Partners, ISVs, and Cloud Marketplaces Align partner technology with Sales, Partner Ops, and Partner Specialist workflows Customer Success Technology Own the Customer Success technology stack supporting CSMs across the full customer lifecycle: onboarding, adoption, expansion, and renewal Partner with Customer Success leadership to translate business objectives into scalable tooling and automation Enable CSM productivity through health score visibility, account intelligence, and proactive risk alerting Ensure tight integration between Customer Success platforms and Sales, Support, Billing, and Product systems Drive adoption of AI-assisted workflows for CSMs including next-best-action recommendations, sentiment signals, and churn risk indicators Customer Support Technology Own the Customer Support technology stack to enable customer support team with right tooling, including AI/agentic infrastructure, ETL/data pipelines, Workforce Management, and customer engagement tooling (chat, voice, workflow automation) Partner with Technical Support, Customer Success, and Professional Services to al

About Ramp Ramp is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $200B in annualized spend flows in and out of 70,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books. The problems are high-stakes, data-dense, and unforgiving. We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At Ramp, everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome. The median Ramp customer saves 5% and grows revenue 16% in their first year – far in excess of businesses operating without Ramp. We believe every ambitious company deserves the same. If you want to build systems that directly shape how companies move and manage billions, Ramp is the place to do it. About the Role Ramp's first post-sales hire in Europe doesn't just activate customers, they set the standard for what post-sales excellence looks like in a brand new market. This is a role for people who have been inside organizations when change was hard, who speak the language of a CFO, and who can move a customer from onboarding to true business value without losing the commercial thread. You'll own a book of customers end-to-end: responsible for driving genuine activation and adoption, and for finding and closing the expansion opportunities that follow when customers are actually getting value. There is no handoff here. Onboarding and growth live in the same seat. As one of the first people on the ground in London, you'll have real accountability from day one, and the work you do will directly shape how Ramp builds its post-sales motion across Europe. If you're someone who uses AI the way high performers use any sharp tool (as a default, not an experiment), who is energized by building from scratch, and who wants to own outcomes rather than just

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity The Associate Technical Success Manager will be responsible for the technical relationship with our largest enterprise customers, acting as their technical champion with accountability to drive customer adoption and value realization with our platform. You will be explicitly driving consumption through the usage of our platform. This role involves close collaboration with Account Executives to articulate and demonstrate the technical benefits of New Relic’s solutions, ensuring customers understand the value and efficiency our platform brings to their operations. As a TSM, you will lead the customer journey, taking the customer from onboarding adoption to value realization and beyond, ensuring a high level of customer satisfaction. What you'll do Guiding Customer to Initial Committed Consumption: Work alongside customers during the onboarding process, understanding their needs and guiding them through onboarding best practices. Monitor adoption and address any hurdles to ensure prompt achievement of committed usage levels. Through value-based activities, TSMs will plan and proactively drive consumption and usage across our customer accounts. Their actions will improve customer experience with the New Relic platform, increasing adoption and consumption. Owning User Success through Training and Enablement: Lead personalized training sessions and create resources like documentation, videos, and articles to empower users to f

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity The Technical Success Manager (TSM) will be responsible for the technical relationship with our largest enterprise customers, acting as their technical champion with accountability to drive customer adoption and value realization with our platform. You will be explicitly driving consumption through the usage of our platform. This role involves close collaboration with Account Executives to articulate and demonstrate the technical benefits of New Relic’s solutions, ensuring customers understand the value and efficiency our platform brings to their operations. As a TSM, you will lead the customer journey, taking the customer from onboarding adoption to value realization and beyond, ensuring a high level of customer satisfaction. What you'll do Work alongside customers during the onboarding process, understanding their needs and guiding them through onboarding best practices; monitor adoption and address any hurdles to ensure prompt achievement of committed usage levels; plan and proactively drive consumption and usage across customer accounts. Lead personalized training sessi

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. What you’ll do As a Product Leader at Brex, you will be the driving force behind our Growth Product team — overseeing the thoughtful strategy and execution of team and technical systems to drive customer acquisition and onboarding. You will also collaborate closely with our Go-to-Market (GTM) teams to ensure seamless acquisition and onboarding for customers, particularly those with significant and complex spending n