Customer Onboarding Officer Jobs

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboardin

与邓白氏一起塑造未来 "在邓白氏，我们相信数据能够创造更美好的未来。作为全球最具影响力的商业信息服务机构之一，我们帮助全球企业实现增长、管理风险并推动创新。自1841年以来，企业一直信任我们能将不确定性转化为机遇。我们是一支多元化的全球团队，致力于推动创新与协作，勇于探索前沿理念。你准备好发挥影响力、共同塑造未来了吗？加入我们吧！请访问 dnb.com/careers 探索更多机会。" Position Summary Position Summary We are seeking a Customer Service Representative to join our Hong Kong Customer Service team. This role is responsible for delivering exceptional customer support, ensuring service excellence, and driving customer satisfaction across Dun & Bradstreet's products and solutions. The successful candidate will serve as a key point of contact for customers, managing inquiries, onboarding activities, service requests, account maintenance, product adoption, and renewal support. The role requires close collaboration with Sales, Product, Operations, Finance, and Technical Support teams to ensure a seamless customer experience and timely resolution of customer needs Key Responsibilities Customer Support & Relationship Management • Act as the primary contact for customer inquiries, service requests, and issue resolution. • Provide timely and professional support through email, phone, and other communication channels. • Build and maintain positive relationships with customers to enhance satisfaction and retention. • Manage customer expectations and provide regular updates on service requests and issue resolution. Coordinate with internal stakeholders to ensure timely resolution of customer issues/complaints Customer Onboarding & Training • Conduct onboarding sessions for new customers and users. • Deliver product demonstrations, training, and guidance to maximize customer adoption. • Prepare and maintain customer-facing materials, FAQs, and user guides. Service Delivery & Account Management • Coordinate report fulfillment and service delivery to ensure compliance with established service level agreements (SLAs). • Monitor c

The Team Manager - Customer Master will lead enterprise-wide Customer Master operations, governance, quality, compliance, and service delivery across multiple business units within a large conglomerate environment. The role is accountable for maintaining reliable, standardized, compliant, and business-ready customer master data to support customer onboarding, sales order processing, billing, taxation, credit management, statutory reporting, and enterprise analytics. The role holder will act as the Customer Master SME for SAP MDG/SAP SD processes, manage day-to-day Customer Master operations through SLA-based service delivery, drive data quality and cleansing initiatives, and partner with Sales, Commercial, Finance, Credit Control, Taxation, Digital and business leadership teams to improve customer data reliability and governance maturity. Source: Adani Group | Job ID: 54571

Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey – from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk for one single system that is designed to meet the needs of modern day support teams. Founded in 2011, Fin became one of the fastest growing companies and remains one of the largest private software companies in the world with nearly 30,000 global businesses using our products to transform their customer support. Driven by our core values, we push boundaries, build with speed and intensity, and relentlessly deliver incredible value to our customers. What's the opportunity? Fin's Customer Education team drives customer onboarding, adoption, and transformation at scale through on-demand and live educational experiences. Live programming has the opportunity to genuinely connect with customers in unique ways that cut through the noise to build relationships that drive adoption. As a result, we’re looking for someone who can make this program exceptional. As our Senior Customer Education Manager, Live Programs, you'll own the live training program end-to-end: designing the curriculum, building and delivering the content, running our flagship Fin Academy Live event, and supporting strategic customers alongside our Deployment Services team. This is a high-visibility role where you'll regularly present to users, admins and C-suite audiences, and shape how Fin shows up in the room. This role requires travel to support live events and customer engagements throughout the year. What will I be doing? Own the live education program end-to-en

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. About the Team Our Direct Customer Onboarding (CDD) team is seeking an experienced Senior CDD Risk Analyst with a strong compliance background and deep CDD expertise. In this role, your core focus centers on two key pillars: leading quality improvements (and quality control processes sign-offs) and directly managing high-complexity enterprise onboarding cases. Additionally, you will serve as a Subject Matter Expert (SME) and mentor, actively helping to upskill the team while collaborating cross-functionally with Quality Assurance, Compliance, and Commercial teams to streamline our onboarding process while safeguarding Adyen through strict regulatory compliance. What You’ll Do Complex Merchant Onboarding & Collaborative Problem-Solving : Autonomously lead the onboarding process for Adyen’s most strategic and complex enterprise merchants. Conduct multi-jurisdictional due diligence, dissecting opaque corporate structures, and mitigating risks associated with PEPs, sanctions, adverse media, and high-risk industries. Regulatory Interpretation & Policy Alignment: Translate complex second-line compliance policies into actionable first-line operational procedures and lead calibration sessions to ensure consistent application across the team. Quality Assurance, Escalation, & Knowledge Leadership: Maintain a 100% quality ass

Our Product Management team drives product initiatives from inception through execution, makes impacts and launches products/features across our global footprint. We collaborate closely with engineers, designers, analysts, marketers, and other cross-functional team members to ship remarkable features and products. Role Overview We are looking for a Senior Product Manager to own customer onboarding across the Crypto.com App and adjacent product surfaces. Onboarding is where regulatory requirements, customer acquisition, and time-to-first-value meet. Every improvement you ship should help more customers open an account compliantly, activate faster, and reach the products that matter. Your mandate is to own the onboarding journey as both a growth product and a regulated platform: KYC and account opening, activation and referral mechanics, new-product onboarding, and a meaningful trading scope. Within six months, you will own the onboarding-and-growth charter and take on trading product work in addition to the onboarding charter. You will report to Onboarding squad Lead and work closely on the trading portion of the charter. You will run your roadmap with independence, make prioritization calls, and own the how and the when. If you have built onboarding in a regulated consumer fintech, parts of this will feel familiar. The difference is the breadth: one onboarding platform must support a growing set of products, regulatory paths, and trading journeys. The playbook is still being written. What You'll Actually Do: Own compliant customer onboarding end-to-end. You set the roadmap for account opening, identity verification, KYC requirements, and platform capabilities. You make the tradeoffs between conversion, speed, risk, and regulatory obligations. Turn onboarding into a growth engine. You own activation, referral, new-user incentives, and time-to-first-value. You partner with Marketing on acquisition

Our Product Management team drives product initiatives from inception through execution, makes impacts and launches products/features across our global footprint. We collaborate closely with engineers, designers, analysts, marketers, and other cross-functional team members to ship remarkable features and products. Role Overview We are looking for a Senior Product Manager to own customer onboarding across the Crypto.com App and adjacent product surfaces. Onboarding is where regulatory requirements, customer acquisition, and time-to-first-value meet. Every improvement you ship should help more customers open an account compliantly, activate faster, and reach the products that matter. Your mandate is to own the onboarding journey as both a growth product and a regulated platform: KYC and account opening, activation and referral mechanics, new-product onboarding, and a meaningful trading scope. Within six months, you will own the onboarding-and-growth charter and take on trading product work in addition to the onboarding charter. You will report to Onboarding squad Lead and work closely on the trading portion of the charter. You will run your roadmap with independence, make prioritization calls, and own the how and the when. If you have built onboarding in a regulated consumer fintech, parts of this will feel familiar. The difference is the breadth: one onboarding platform must support a growing set of products, regulatory paths, and trading journeys. The playbook is still being written. What You'll Actually Do: Own compliant customer onboarding end-to-end. You set the roadmap for account opening, identity verification, KYC requirements, and platform capabilities. You make the tradeoffs between conversion, speed, risk, and regulatory obligations. Turn onboarding into a growth engine. You own activation, referral, new-user incentives, and time-to-first-value. You partner with Marketing on acquisition

Our Product Management team drives product initiatives from inception through execution, makes impacts and launches products/features across our global footprint. We collaborate closely with engineers, designers, analysts, marketers, and other cross-functional team members to ship remarkable features and products. Role Overview We are looking for a Senior Product Manager to own customer onboarding across the Crypto.com App and adjacent product surfaces. Onboarding is where regulatory requirements, customer acquisition, and time-to-first-value meet. Every improvement you ship should help more customers open an account compliantly, activate faster, and reach the products that matter. Your mandate is to own the onboarding journey as both a growth product and a regulated platform: KYC and account opening, activation and referral mechanics, new-product onboarding, and a meaningful trading scope. Within six months, you will own the onboarding-and-growth charter and take on trading product work in addition to the onboarding charter. You will report to Onboarding squad Lead and work closely on the trading portion of the charter. You will run your roadmap with independence, make prioritization calls, and own the how and the when. If you have built onboarding in a regulated consumer fintech, parts of this will feel familiar. The difference is the breadth: one onboarding platform must support a growing set of products, regulatory paths, and trading journeys. The playbook is still being written. What You'll Actually Do: Own compliant customer onboarding end-to-end. You set the roadmap for account opening, identity verification, KYC requirements, and platform capabilities. You make the tradeoffs between conversion, speed, risk, and regulatory obligations. Turn onboarding into a growth engine. You own activation, referral, new-user incentives, and time-to-first-value. You partner with Marketing on acquisition

Our Product Management team drives product initiatives from inception through execution, makes impacts and launches products/features across our global footprint. We collaborate closely with engineers, designers, analysts, marketers, and other cross-functional team members to ship remarkable features and products. Role Overview We are looking for a Senior Product Manager to own customer onboarding across the Crypto.com App and adjacent product surfaces. Onboarding is where regulatory requirements, customer acquisition, and time-to-first-value meet. Every improvement you ship should help more customers open an account compliantly, activate faster, and reach the products that matter. Your mandate is to own the onboarding journey as both a growth product and a regulated platform: KYC and account opening, activation and referral mechanics, new-product onboarding, and a meaningful trading scope. Within six months, you will own the onboarding-and-growth charter and take on trading product work in addition to the onboarding charter. You will report to Onboarding squad Lead and work closely on the trading portion of the charter. You will run your roadmap with independence, make prioritization calls, and own the how and the when. If you have built onboarding in a regulated consumer fintech, parts of this will feel familiar. The difference is the breadth: one onboarding platform must support a growing set of products, regulatory paths, and trading journeys. The playbook is still being written. What You'll Actually Do: Own compliant customer onboarding end-to-end. You set the roadmap for account opening, identity verification, KYC requirements, and platform capabilities. You make the tradeoffs between conversion, speed, risk, and regulatory obligations. Turn onboarding into a growth engine. You own activation, referral, new-user incentives, and time-to-first-value. You partner with Marketing on acquisition

Our Product Management team drives product initiatives from inception through execution, makes impacts and launches products/features across our global footprint. We collaborate closely with engineers, designers, analysts, marketers, and other cross-functional team members to ship remarkable features and products. Role Overview We are looking for a Senior Product Manager to own customer onboarding across the Crypto.com App and adjacent product surfaces. Onboarding is where regulatory requirements, customer acquisition, and time-to-first-value meet. Every improvement you ship should help more customers open an account compliantly, activate faster, and reach the products that matter. Your mandate is to own the onboarding journey as both a growth product and a regulated platform: KYC and account opening, activation and referral mechanics, new-product onboarding, and a meaningful trading scope. Within six months, you will own the onboarding-and-growth charter and take on trading product work in addition to the onboarding charter. You will report to Onboarding squad Lead and work closely on the trading portion of the charter. You will run your roadmap with independence, make prioritization calls, and own the how and the when. If you have built onboarding in a regulated consumer fintech, parts of this will feel familiar. The difference is the breadth: one onboarding platform must support a growing set of products, regulatory paths, and trading journeys. The playbook is still being written. What You'll Actually Do: Own compliant customer onboarding end-to-end. You set the roadmap for account opening, identity verification, KYC requirements, and platform capabilities. You make the tradeoffs between conversion, speed, risk, and regulatory obligations. Turn onboarding into a growth engine. You own activation, referral, new-user incentives, and time-to-first-value. You partner with Marketing on acquisition

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

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

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