Sales - Assisted onboarding specialist
TLDR
Assist customers through self-onboarding to completion, guiding document uploads, coordinating with compliance, and feeding product/CRM improvements.
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.
Company Name: HALA
Location: On-site
Overview:
HALA is seeking a proactive and organized Assistance Onboarding Specialist to join our team. This role is pivotal in ensuring a seamless onboarding experience for customers who encounter challenges during the self-onboarding process. The ideal candidate will have a background in customer service, compliance, and operational support, with a preference for candidates with experience in the fintech industry, particularly payment.
Key Responsibilities:
- Assist customers who drop out of self-onboarding, ensuring they complete the process smoothly.
- Guide customers through document uploads, ensuring compliance with regulatory standards.
- Collaborate with the compliance team to verify customer documentation and information.
- Oversee terminal ordering and ensure timely delivery to customers.
- Maintain a feedback loop with the product and tech teams to address onboarding gaps.
- Accurately update customer data and feedback in the CRM system.
Requirements:
- Strong customer service skills with a solution-oriented mindset.
- Familiarity with compliance processes and standards.
- Experience with CRM tools and operational workflows.
- Highly organized and capable of managing a large volume of customers efficiently.
- Preferred: Experience in the fintech industry, particularly payment acceptance.
Performance Expectations:
- Achieve an 80% customer reach rate.
- Maintain a 60% onboarding conversion rate over qualifed .
- Ensure all customer feedback is recorded accurately in the CRM system.
Challenges & Opportunities:
This role offers a unique opportunity to work at the intersection of customer service, compliance, and technology in a dynamic fintech environment.
What We Offer You
We believe you will love working at HALA!
- We have an inclusive and diverse culture that encourages innovation and flexibility in remote, in-office, and hybrid work setups.
- We offer highly competitive compensation packages, including the potential for shares.
- We prioritize personal development and offer regular training and an annual learning stipend to tackle new challenges and grow your career in a hyper-growth environment.
- Join a talented team of over 30 nationalities working in 7 countries and gain valuable experience in an exciting industry.
- We offer autonomy, mentoring, and challenging goals that create incredible opportunities for both you and the company.
- You will be given a lot of responsibility and trust. We believe that the best results come when the people responsible for a function are given the freedom to do what they think is best.
If you think you have what it takes to join a remarkable team #apply_now
Benefits
Equity Compensation
Highly competitive compensation packages, including the potential for shares.
Learning Budget
Annual learning stipend and regular training for personal development.
Remote-Friendly
Remote, in-office, and hybrid work setups.
HALA is a fintech powerhouse in the MENAP region, focused on redefining financial services for SMEs. We empower businesses with advanced financial and technological tools, enabling them to digitize payments and streamline operations across our entities in UAE, Saudi Arabia, and Egypt.