Customer Onboarding Officer Jobs

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 The Onboarding team owns the product flows and platform that powers all new customer account creation at Ramp. This includes Ramp's application decisioning system that interfaces with our fraud, compliance, and credit underwriting models. As an engineer here, you’ll own workstreams that expand Ramp's total serviceable market and improve the end-to-end customer onboarding experience. You’ll partner with product, data, and design, and work directly with stakeholders across sales, marketing, risk strategy, operations, and finance to accelerate Ramp’s growth. This role offers the opportunity to have an outsized impact on Ramp’s overall growth trajectory. What You’ll Do Build software to grow Ramp to its next millions of users Scale the output of our application decisioning ops team through automation and AI assistance Drive business outcomes through metric-driven software development Own the customer journey from discovering and applying to Ramp through getting approved for and onboarding to the product What You Need Minimum of 2 years of

Figma is growing our team of passionate creatives and builders on a mission to make design accessible to all. Figma’s platform helps teams bring ideas to life—whether you're brainstorming, creating a prototype, translating designs into code, or iterating with AI. From idea to product, Figma empowers teams to streamline workflows, move faster, and work together in real time from anywhere in the world. If you're excited to shape the future of design and collaboration, join us! In this role, you'll develop and deliver a scale customer onboarding experience for a high volume of customers in our commercial segments. You'll work closely with leadership to help design what scale onboarding can look like at Figma and expand our programs to support international sales teams. You will collaborate with other members of the Customer Onboarding team to inform and evolve the processes and materials for this program. Also, you will use metrics, customer feedback and direct experience to help identify new initiatives and materials needed to better engage and support our customers. You are an excellent communicator and project manager with a passion for customers and we can't wait to meet you! This is a full time role based in London. What you'll do at Figma: Own and manage scale customer onboarding programs supporting a high volume of commercial customers Partner closely with sales, marketing and enablement teams to develop and evangelize the program within the Figma organization Guide customer goals and successfully drive a high volume of customers towards onboarding closeout Partner with Marketing, Operations and Sales to build and optimize scalable customer programs Report on metrics and customer feedback to assess the impact of successful onboarding and to help identify new customer initiatives and product opportunities Develop content and enablement resources for customers to use for training/education and to help accelerate product adoption Consult on product and industry bes

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Product Operations & Customer Success Department Overview Mastercard Move powers fast, secure, and seamless money movement across the globe. The platform supports use cases including person-to-person transfers, business payments, disbursements, remittances, account-to-account transfers, and merchant payments. The Product Operations and Customer Success team helps customers successfully onboard, launch, and operate Mastercard Move solutions while ensuring alignment with Mastercard’s operational, compliance, risk, and processing requirements. Role Overview The Manager, Product Operations & Customer Success will support the operational needs of both prospective and existing Mastercard Send customers, serving as a key liaison between customers and internal stakeholders. This role collaborates closely with acquirers, processors, resellers, issuers, and cross-functional partners across Mastercard Send, Core Processing, Franchise, Legal, Compliance, AML, Risk, Account Management and regional teams to ensure successful customer onboarding and ongoing operations. The individual is responsible for identifying operational challenges, driving process efficiencies, and delivering scalable solutions that support customers throughout testing, implementation, and production. The Manager will coordinate custo

At Playlist, life's richest moments happen when people step away from screens to move, connect, explore, and play. We're building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology's role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you're passionate about enhancing wellness through technology. Implementation Project Coordinator – APAC Company Overview At Playlist, life’s richest moments happen when people step away from screens to move, connect, explore, and play. We’re building the definitive platform for intentional living, connecting people with inspiring experiences in fitness, wellness, and beyond. With popular brands like Mindbody and ClassPass, Playlist empowers businesses and individuals, making it effortless for aspirations to become actions. Join us in reshaping technology’s role to foster meaningful, real-world connections. Mindbody equips wellness entrepreneurs with technology to support thriving businesses and create exceptional experiences. Innovation and curiosity drive our culture, connecting businesses and individuals through cutting-edge solutions. Join us if you’re passionate about enhancing wellness through technology. About the Right Team Member As part of our Implementation Team, the Implementation Project Coordinator helps keep customer onboarding projects organised, on track and moving forward. This is a hands-on, detail-driven role in which you’ll work directly with customers througho

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Concierge Specialist IV on the Customer Experience team, you'll serve as a senior subject matter expert and relationship owner for Coinbase's highest-value customers. This team delivers world-class, personalized service to our most valued clients, ensuring they have a seamless experience across all Coinbase products. You'll own complex customer relationships end to end, mentor junior Concierge agents, and drive measurable improvements in satisfaction, retention, and product adoption. What you'll do: Own and deepen relationships with a portfolio of Coinbase's highest-value customers, serving as their primary point of contact and trusted advisor across all products and services. Lead resolution of complex, escalated customer issues by partnering cross-functionally with Product, Engineering, Compliance, and Operations to identify root causes and drive systemic fixes. Drive customer onboarding and product adoption by proactively educating clients on new features, staking, Coinbase One, and other value-added services tailored to their needs. Partner with CX leadership to identify trends, surface customer feedback, and shape process improvements that reduce friction and strengthen trust in Coinbase. Mentor and support junior Concierge agents on relationship management, issue resolution, and best practices, raising the overall quality bar for the team. Required Skills

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! Director, SPM Implementation About the Team The Customer Operations team partners with new and existing customers to implement and optimize the company’s platform, ensuring clients maximize the revenue-driving potential of their sales compensation programs. The team leads complex implementations, drives operational excellence, and continuously evolves Sales Performance Management (SPM) processes through data-driven insights and scalable platform solutions. As a Director of Implementation , you will lead the strategic direction of implementation and customer onboarding across a portfolio of enterprise customers. You will oversee implementation teams, guide architectural design of customer solutions, and collaborate closely with Product, Engineering, and Revenue teams to ensure the platform evolves in alignment with customer needs and business priorities. If you’re passionate about building high-performing teams, driving customer impact through data and technology, and shaping the future of sales operations , we’d love to hear from you. What You'll Be Doing Leadership & Strategy Define and lead the implementation strategy and operational framework for onboarding and scaling customer deployments. Build, mentor, and lead a high-performing implementation team , establishing best practices, processes, and standards for delivery excellence. Partner with executive leadership to align customer implementation strategy with company growth and product roadmap priorities . Establish KPI

Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you’ll fit right in. Who You Are Justworks Customer Service Organization is always recruiting. We believe great leaders make great teams. We are looking for leaders who may fit in various parts of our organization, including Customer Onboarding, Customer Support, Customer Success, and International Support. You are a highly adaptable and curious leader with a deep passion for optimizing operational efficiency and delivering exceptional service. You thrive in environments of change, viewing new challenges as opportunities to apply your leadership skills across different functions. You are a metrics-driven and creative problem-solver whose energy inspires those around you. You possess a strong track record of building and managing high-performing teams, serving as a coach and mentor who ensures teams have the tools and clarity to succeed. You are driven to work cross-functionally, connecting departmental goals to larger company initiatives. Your Success Profile What You Will Work On Lead and Manage Projects/Teams: Lead and support teams and strategic projects within your assigned area, providing coaching and development to team members or frontline managers.

Work Flexibility: Hybrid or Onsite In this role, you will help shape how customers pay Stryker, ensuring payment processes are accurate, efficient, and easy to navigate. As a key partner across Finance, Customer Service, Sales, Accounts Receivable, and external payment providers, you will remove barriers to payment, improve cash collection outcomes, and enhance the overall customer payment experience while leading a team that drives operational excellence. What You Will Do Lead customer payment enablement activities, ensuring payment requests, onboarding requirements, and escalations are resolved accurately and efficiently. Manage customer onboarding documentation, including ACH enrollment forms, tax documentation, and legal entity information. Oversee customer payment portal administration and monitor effectiveness to support timely payments and positive customer experiences. Implement and manage customer adoption of payment solutions, including cost analysis, business approvals, and ongoing performance tracking. Own relationships with third-party payment providers and ensure payment solutions support operational, contractual, and system integration requirements. Partner with Accounts Receivable, Finance, Sales, Customer Service, and other stakeholders to resolve payment-related issues and improve collection performance. Develop reporting and insights on payment program costs, utilization, and effectiveness to support business decision-making. Lead continuous improvement initiatives that reduce payment friction, standardize processes, accelerate cash collection, and improve end-to-end payment effectiveness. What You Will Need Required Qualifications Bachelor’s degree required. Minimum 6 years of professional experience in a related field. Experience working wi

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Analyst, Franchise Services Job Title: Analyst- Franchise Services (Payment Processing Domain) Overview: The GBSC (Global Business Solutions Center) is the shared services organization for Mastercard that provides services to all regions and all business units spanning 50 countries. Consistent with the One LFI model, GBSC is partnering with the Law and Franchise Integrity team to build a Franchise shared services function. An analyst on the Franchise Services team within the GBSC will be responsible for assisting with Franchise initiatives ranging from, but not limited to, supporting Mastercard customers in areas such as compliance or customer onboarding to assisting with process efficiency and reporting projects. Are you comfortable with a changing and fast paced environment? Do you have experience with B2B customers? Are you committed to customer service? Are you agile; do you love challenges and consider the business first? Are you detail oriented? Role • Support B2B customers in navigating payment industry compliance programs and various activities related to on-boarding customers, registration, card design, variance requests and responding to ad-hoc customer requests. • Ensure customer experience and data quality requirements in accordance to customer governance requirements and Master

We’re Hiring Field Relationship Manager (FRM) About NoBroker NoBroker is a technology-driven real estate platform that aims to simplify the property-buying, selling, and renting experience by connecting property owners and customers directly. With a strong presence across major Indian cities, NoBroker provides technology-enabled solutions across the real estate journey. Job Role: Field Relationship Manager (FRM) Location: Bangalore Experience: 6 Months 3 Years Salary: Up to 5 6 LPA Working Days: 6 Days a Week Bike: Mandatory Valid Driving Licence: Mandatory Role Overview As a Field Relationship Manager, you will be responsible for building strong customer relationships, meeting clients in the field, generating business opportunities, and achieving sales targets. The role requires candidates who are comfortable with field travel and have strong communication and interpersonal skills. Key Responsibilities Build and maintain strong relationships with customers. Visit assigned locations to meet clients and provide support. Generate leads and convert them into business opportunities. Explain products/services and address customer queries. Achieve monthly sales and performance targets. Coordinate with internal teams for smooth customer onboarding and issue resolution. Maintain daily visit reports and update customer information. Eligibility & Requirements 6 months to 3 years of experience in Sales, Field Sales, Business Development, Relationship Management, or a similar role. Bike is mandatory for field travel. Valid Driving Licence is mandatory. Bike documents such as RC and Insurance must be available. Good communication and interpersonal skills. Kannada & English are mandatory. Hindi will be an advantage. What We Offer Petrol Allowance: Up to 4,000/month Attractive Performance-Based Incentives Early Promotion: Opportunity for promotion within 6 months based on performance Strong career growth opportunities Interested candidates can apply! Send

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

Insurance Business Analysia Job Description: • Strong experience in Insurance domain transformation initiatives with exposure to large-scale business change programs. • Strong experience in business analysis, requirement gathering, process consulting, and customer onboarding journeys. • Proven ability to streamline and optimize business processes while working with cross-functional stakeholders and delivery teams. • Strong experience in CRM platforms with moderate knowledge of Salesforce CRM for customer and workflow management. • Proven ability to manage senior stakeholders, facilitate discussions, and drive alignment across business and technology teams. • Strong understanding of transformation delivery lifecycle, operating models, and process improvement methodologies. • HSBC experience and awareness of governance, and ways of working is highly preferred. • Preferred candidates should demonstrate strong communication skills, analytical thinking, and ability to work in fast-paced enterprise environments.