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Associate, CFO Services

  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • Advisory Service
  • RM5k-8k
  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • Advisory Service
  • RM5k-8k
  • Role Overview

This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.

  • Duties and Responsibilities
  • Guiding new customers through the onboarding process, and ensuring a seamless transition from the initial implementation phase to achieving the first value and complete on our product adoption.
  • Developing and executing customized onboarding plans tailored to address customers’ requirements.
  • Conducting training sessions on empowering customers with the necessary knowledge and skills to fully utilize our product effectively.
  • Educating customers on the best practices of our dashboard and help customers to achieve their objectives efficiently and maximize the benefits of our product in the shortest time frame.
  • Actively gathering feedback and insights from customers that allows company to contribute to product and service improvements. Filtering feature requests based on customers feedback and communicating these requirements accurately.
  • Job Requirements
  • Possession of a Bachelor's degree in business, marketing, or a related field is preferred for this role.
  • A minimum of 1-2 years of experience in customer success, account management, or related roles within the finance service industry or a similar sector is required.
  • Excellent communication and interpersonal skills are necessary to engage effectively with customers and internal teams.
  • Strong problem-solving skills, coupled with the ability to think strategically and provide innovative solutions, are essential.
  • Detail-oriented and organized skills is vital for managing multiple customer accounts simultaneously.
  • Tech-savvy is essential and have the ability to quickly learn new software tools, considering the dynamic nature of the role and the technology involved in our product.
Apply Now

Finance Operations
Account Manager

  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • Client Service
  • RM5k-8k
  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • Client Service
  • RM5k-8k
  • Role Overview

This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.

  • Duties and Responsibilities
  • Guiding new customers through the onboarding process, and ensuring a seamless transition from the initial implementation phase to achieving the first value and complete on our product adoption.
  • Developing and executing customized onboarding plans tailored to address customers’ requirements.
  • Conducting training sessions on empowering customers with the necessary knowledge and skills to fully utilize our product effectively.
  • Educating customers on the best practices of our dashboard and help customers to achieve their objectives efficiently and maximize the benefits of our product in the shortest time frame.
  • Actively gathering feedback and insights from customers that allows company to contribute to product and service improvements. Filtering feature requests based on customers feedback and communicating these requirements accurately.
  • Job Requirements
  • Possession of a Bachelor's degree in business, marketing, or a related field is preferred for this role.
  • A minimum of 1-2 years of experience in customer success, account management, or related roles within the finance service industry or a similar sector is required.
  • Excellent communication and interpersonal skills are necessary to engage effectively with customers and internal teams.
  • Strong problem-solving skills, coupled with the ability to think strategically and provide innovative solutions, are essential.
  • Detail-oriented and organized skills is vital for managing multiple customer accounts simultaneously.
  • Tech-savvy is essential and have the ability to quickly learn new software tools, considering the dynamic nature of the role and the technology involved in our product.
Apply Now

Customer Onboarding
Specialist

  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • RM3k-5k
  • Kuala Lumpur, Malaysia
  • Remote OK
  • Full Time
  • RM5k-8k
  • Role Overview

This role of a Customer Onboarding Specialist is pivotal in ensuring the success and satisfaction of our customers. This position needs to be at the forefront of ensuring our customers’ success by facilitating smooth onboarding processes, providing effective training, fostering collaboration across teams, and continuously striving for customer satisfaction and product adoption.

  • Duties and Responsibilities
  • Guiding new customers through the onboarding process, and ensuring a seamless transition from the initial implementation phase to achieving the first value and complete on our product adoption.
  • Developing and executing customized onboarding plans tailored to address customers’ requirements.
  • Conducting training sessions on empowering customers with the necessary knowledge and skills to fully utilize our product effectively.
  • Educating customers on the best practices of our dashboard and help customers to achieve their objectives efficiently and maximize the benefits of our product in the shortest time frame.
  • Actively gathering feedback and insights from customers that allows company to contribute to product and service improvements. Filtering feature requests based on customers feedback and communicating these requirements accurately.
  • Job Requirements
  • Possession of a Bachelor's degree in business, marketing, or a related field is preferred for this role.
  • A minimum of 1-2 years of experience in customer success, account management, or related roles within the finance service industry or a similar sector is required.
  • Excellent communication and interpersonal skills are necessary to engage effectively with customers and internal teams.
  • Strong problem-solving skills, coupled with the ability to think strategically and provide innovative solutions, are essential.
  • Detail-oriented and organized skills is vital for managing multiple customer accounts simultaneously.
  • Tech-savvy is essential and have the ability to quickly learn new software tools, considering the dynamic nature of the role and the technology involved in our product.
Apply Now