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Customer Onboarding Officer Jobs

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Explore current customer onboarding officer jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Okta
📍 Chicago• $136K – $204K/yr
7 days ago

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The SMB New Business Account Executive Opportunity As a New Business Account Executive focused on new customer acquisition (under 300 employees), you will play a crucial role in expanding Okta’s market presence and driving growth. You will be responsible for identifying and engaging potential clients, effectively communicating the value of our identity and access management software solutions, and closing new business deals What you’ll be doing: Engage with leads shared by marketing to understand new customer demands, and work with solution engineers to design relevant solutions Proactively drive your own top of funnel activity through Calls, Inmails, events, networking and other creative avenues always ensuring you have enough pipeline to hit your number. Generate self-sourced opportunities as well as partnering with Marketing,SDRs and Partners to win new logos. Build and maintain a robust sales pipeline to achieve and exceed sales targets Conduct product demonstrations and presentations to potential customers Develop and execute against an assigned quota and territory plan focusing purely on bringing in new customers Facilitate customer onboarding to new products sold and process sales orders Maintain new customer relationships until account is handed over to Customer Account Executive Team Maintain database of potential customers/opportunities to pursue Reporting on sales achievement and forecasts What you’ll bring to the role: 2 years

machine learningartificial intelligenceai
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Okta
📍 Georgia• $188K – $282K/yr
1mo ago

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Corporate New Business Account Executive Opportunity As a New Business Account Executive focused on new customer acquisition (300-1,249 employees), you will play a crucial role in expanding Okta’s market presence and driving growth. You will be responsible for identifying and engaging potential clients, effectively communicating the value of our identity and access management software solutions, and closing new business deals What you’ll be doing: Engage with leads shared by marketing to understand new customer demands, and work with solution engineers to design relevant solutions Proactively drive your own top of funnel activity through Calls, Inmails, events, networking and other creative avenues always ensuring you have enough pipeline to hit your number. Generate self-sourced opportunities as well as partnering with Marketing,SDRs and Partners to win new logos. Build and maintain a robust sales pipeline to achieve and exceed sales targets Conduct product demonstrations and presentations to potential customers Develop and execute against an assigned quota and territory plan focusing purely on bringing in new customers Facilitate customer onboarding to new products sold and process sales orders Maintain new customer relationships until account is handed over to Customer Account Executive Team Maintain database of potential customers/opportunities to pursue Reporting on sales achievement and forecasts What you’ll bring to the

machine learningartificial intelligenceai
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Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. As a Automation Engineer in the D&B Taiwan Delivery & Implementation team, your primary focus will be on: 【KEY RESPONSIBILITIES】 【KEY RESPONSIBILITIES】 • Customer Consulting & Analytics (80%) • Conduct customer discovery workshops and business requirement assessments. • Understand customer business priorities, industry challenges, and analytical needs. • Translate customer requirements into data-driven solutions and recommendations. • Deliver analytical insights and executive-level presentations. • Provide consultative support for Risk, Supply Chain, ESG, Compliance, and Data Intelligence solutions. • Partner with Sales and Customer Success teams during customer onboarding and adoption phases. • Support strategic customer engagements and complex consulting projects. • Develop customer success plans focused on value realization and measurable business impact. • Act as a trusted advisor for enterprise customers. Data Science & Solution Development (20%) • Develop analytical models and customer-specific data solutions. • Perform exploratory data analysis and statistical assessments. • Build Python-based analytical tools and reusable frameworks. • Create customer dashboards and visualizations. • Support AI, machine learning, and advanced analytics initiatives where applicable. • Contribute to analytical best practices and knowledge-sharing initiatives. 【SKILLS】 【REQUI

pythonsqlmachine learning
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About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role As a member of the Applied AI team at Anthropic, you will drive the adoption of frontier AI by developing bespoke LLM solutions for top enterprises across Japan. You’ll leverage your customer-facing experience and technical skills to architect innovative solutions that address our customers' business needs, meet their technical requirements, and provide a high degree of reliability and safety. In collaboration with the Sales, Product, and Engineering teams, you’ll help enterprise partners incorporate leading-edge AI systems into their products. You will employ your excellent communication skills to explain and demonstrate complex solutions persuasively to technical and non-technical audiences alike. You will play a critical role in identifying opportunities to innovate and differentiate our AI systems, while maintaining our best-in-class safety standards. Key responsibilities Act as the primary technical advisor for prospective customers across Japan evaluating Claude. Demonstrate how Claude can be used to solve high value business problems by developing system architectures and leveraging novel prompting techniques Partner closely with account executives to understand customer requirements. Configure Claude's capabilities to showcase how it meets the customer's needs. Develop customized pilots and prototypes, as well as evaluation suites to make the case for customer adoption Drive technical decision making by advising on optimal setup, architecture, and integration of Claude into the customer's existing infrastructure Recommend solutions to technical roadblocks Support customer onboarding across Japan by working cross

pythonailogistics
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Fireblocks
📍 New York• $141K – $194.5K/yr
3mo ago

Fireblocks is the company bringing global finance onchain. Backed by over $1 billion in capital, we are the premier digital asset infrastructure provider trusted by thousands of industry-defining financial institutions, including banks, payment providers, fintechs, and global corporates such as BNY Mellon, BNP Paribas, ANZ Bank, Western Union, Stripe, and Revolut. Built for institutional scale and security, our enterprise-grade platform and network have powered over $14 trillion in digital asset transfers worldwide. About the Role: As a Sales Engineer at Fireblocks in the US, you will take full ownership and responsibility for your designated projects and clients, from the product sales demonstration up to the preparation of client onboarding. You will be expected to understand the competitive landscape and how other competing solutions and platforms operate, be a gatekeeper to the internal engineering groups, assist with POC setup and testing, give demos on all advanced features related to API, handle tier 1-3 knowledge transfer to customers, coordinate workshops, assist in customer onboarding, handle RFPs and more. What You'll Do: Working within a supportive Americas-wide Sales Engineering team of highly motivated self-starters Supporting the Sales team through the entire client sales cycle from qualification to client onboarding Tailoring each demo to match the unique requirements of the customer to show how Fireblocks can support their Digital Asset goals Delivering in-depth technical presentations to C-level executives and cybersecurity professionals regularly Collaborate internally with Account Managers, Sales Directors and Product Managers Translating technical knowledge and terminology to non-technical audiences Managing multiple projects and preparing RFx responses simultaneously, each with its bespoke requirements What You’ll Bring: Experience in either a pre-sales or consulting position within a Fintech, Crypto or Cybersecurity company A high techni

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Twilio
📍 - US• Full-time• Remote
3mo ago

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

REMOTErestaigo
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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

javasqlpostgresql
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Jamf
📍 Us Remote• Remote• $95K – $147K/yr
2 days ago

At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple. The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf. What You'll Do at Jamf: The Manager, Service Delivery leads a team of Professional Services engineers serving education customers and is accountable for delivery quality, utilization, and margin across the team's services engagements. The role owns project management for those engagements, balances team capacity between project and consulting work, and builds repeatable practices that let the team scale. The Manager partners with Customer Onboarding, Sales, and Customer Success to scope and forecast work so customers reach successful implementations on time and within budget. What you can expect to do in this role: Leads and develops a team of Professional Services engineers serving education customers by coaching technical and consulting skills, managing performance, supporting career growth, and owning hiring and onboarding so the team can deliver high-quality customer outcomes. Manages delivery of services engagements from kickoff through close, owning planning, scheduling, scope and budget control, change requests, status tracking, risk management, and customer communication so projects are delivered on time, on budget, and to quality commitments. Manages team capacity and utilization across project delivery and consulting work, forecasting demand with Sales and Customer Success, planning for seasonal peaks tied to education renewal cycles, and giving leadership early visibility into staffing gaps. Reviews engagement

REMOTEproject managementPMPCRM
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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, Franchise Growth & Enablement team Who is Mastercard? Mastercard is a global technology company in the payments industry, operating as the world’s fastest payment processing network. Our mission is to connect and power an inclusive, digital economy that benefits consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. Safety and security are top priorities and we continually find opportunities to make transactions safe, simple, smart, and accessible. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company to help others realize their greatest potential and unlock priceless opportunities. Overview Franchise is core to all Mastercard business. Franchise enables business growth and value, fostering interactions with customers which provides ongoing trust and confidence in the evolving payments and data driven ecosystem. The North America (NAM) Franchise Customer Onboarding & Partnership team is seeking an experienced professional for the Manager, Franchise Customer Onboarding & Partnerships role. This individual will be a key contact for customers and internal stakeholders, supporting Specialty Merchant and Service Provider lifecycle management, Network Enablement Partner

recruitment
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Snowflake
📍 Menlo Park• Full-time• Remote• $166K – $238K/yr
16 days ago

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. As a Senior Technical Program Manager of Capacity Planning, you will: Own the capacity planning program end-to-end — from demand forecasting and resource modeling to procurement coordination and delivery tracking across Snowflake's multi-cloud infrastructure (AWS, Azure, GCP) Drive cross-functional alignment between Engineering, Infrastructure, Finance, and Cloud Provider teams to ensure capacity meets projected growth, seasonal demand spikes, and new product launches Build and improve forecasting models and frameworks that translate business growth signals, customer onboarding patterns, and workload trends into actionable infrastructure capacity plans Establish governance and review cadences — own weekly/monthly capacity reviews with engineering leadership, surface risks and tradeoffs, and drive decisions on resource allocation and prioritization Identify and mitigate capacity risks proactively — monitor utilization trends, flag bottlenecks, single points of failure, and lead constraint resolution before they become customer-impacting Partner closely with engineering teams to understand workload characteristics, architecture changes, and new feature launches that affect capacity requirements Drive efficiency and optimization programs — identify opportunities to reduce wast

REMOTEawsazuregcp
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C
22 days ago

Job Title: BA- Accounts About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. MAKE AN IMPACT Locations - Pune / Hyderabad / Bengaluru / Mumbai / Chennai / Gurgaon Experience: 8+ Years Notice period –Immediate Job Description – BA (Accounts): Strong Business Analysis experience with proven expertise in Retail Banking and Digital Transformation initiatives. Experience in customer onboarding and digital account servicing journeys , including process mapping and end-to-end delivery support. Ability to work closely with Product Owners, Technology, and Operations teams to capture, refine, and document business requirements. Hands-on experience in Agile delivery , including creating epics, user stories, and backlog management usi

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Hala
📍 Riyadh• Full-time
1mo ago

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

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Quinyx
📍 London• Hybrid
2mo ago

🎯 About the role We are looking for a Senior Account Executive to join our growing UK team. In this role, you will take ownership of expanding our enterprise and mid-market footprint across the UK business. You’ll manage complex, high-value deal cycles, build strong ecosystem partner relationships, and set the standard of excellence for our sales and Go To Market teams. Working closely with a dedicated team of BDRs, Solution Engineers and quota carriers, you won't just close deals - you will represent the benchmark for excellence in our team, helping elevate pipeline generation and driving high performance across the UK market. 📝 What you’ll do Drive full sales cycle execution from qualification to close across enterprise and mid-market accounts, managing deal cycles between 3 and 18 months. Target average deal sizes of £60k–£70k+, with a focus on closing much larger enterprise opportunities as well. Partner closely with BDRs to provide coaching, account strategy, and joint planning to ensure strong, qualified pipeline generation. Build and nurture strategic ecosystem partner relationships to champion co-selling opportunities in the UK region. Maintain rigorous pipeline hygiene, accurate forecasting, and a high attention to detail throughout multi-stakeholder buy cycles. Collaborate cross-functionally with customer success, professional services, and product teams to ensure seamless customer onboarding and long-term value. ✅ What we’re looking for Proven track record of consistently closing enterprise and mid-market B2B software deals. Demonstrated capability in executing complex, multi-stakeholder sales cycles ranging from 3 to 18 months. Hands-on approach to lead generation with the ability to build, nurture, and optimize sales pipeline alongside BDR teams. Strong capability in ecosystem/partner-led selling to unlock high-value accounts. Resourceful problem-solver who thrives under high autonomy, navigating ambiguity while executing with high attention to detail

logisticsHR
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PE
Private Employer
📍 Uttar Pradesh, India• Full-time
2mo ago

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

pythonsqlai
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C
3mo ago

Job Title: Product Manager About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. Location - Chennai Role Description Experience as a Product Manager, Product Owner, or Lead Business Analyst . Strong understanding of the end-to-end product development lifecycle . Experience collaborating closely with UX/Experience Design teams . Hands-on experience with Agile (SAFe framework preferred) . Strong knowledge of: Product backlog management and prioritization Design creation and review process PI Planning sessions Banking domain experience of 2–3 years is preferred, ideally in: Commercial Banking Corporate Banking Business Banking SME Banking Domain knowledge in KYC, AML, Customer Onboarding, or Trade Finance is

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