Onboarding Specialist
SherpaPay Solutions
PKR 50,000 • Published Date: • Karachi, Pakistan (Hybrid)
Description
SherpaPay Solutions is seeking a dedicated Onboarding Specialist to join our team. In this role, you will play a crucial part in ensuring new clients experience a smooth and positive start with our services. You will manage the end-to-end onboarding process, working closely with clients to address their needs and assist them in understanding our solutions. Strong organizational abilities and excellent communication skills are vital as you coordinate information flow and maintain accurate documentation. This position requires attention to detail and a commitment to confidentiality while interacting with diverse customers. The ideal candidate has at least one year of experience in customer-facing and client management roles and holds a graduate or bachelor's degree. You will not be managing a team but will collaborate with internal departments to facilitate seamless client onboarding. Your role supports the growth and success of SherpaPay Solutions by building strong relationships and delivering professional support from the outset.
Responsibilities
- Guide new clients through the onboarding process to ensure a clear understanding of SherpaPay Solutions’ products and services.
- Review and process new merchant applications (MN/PRM) for accuracy and completeness.
- Configure POS solutions (Clover, virtual terminal, online payments, etc.) for activation.
- Track onboarding progress and ensure merchants go live within service timelines.
- Communicate with merchants throughout the onboarding process and provide status updates.
- Resolve onboarding issues related to banking, DBA, ownership, or terminal provisioning.
- Maintain accurate records, contracts, and onboarding documentation..
- Communicate proactively with clients to address questions, resolve issues, and provide updates.
- Ensure compliance with company policies, confidentiality standards, and data protection regulations throughout the onboarding process.
- Organize and manage multiple onboarding projects simultaneously, meeting deadlines and quality standards.
- Collect client feedback during onboarding to identify opportunities for process improvements.
Experience
1 Year
Apply By
Required Skills
- Communication Skills
- Documentation Management
- Customer Service
- Client Relationship Management
- Detail Orientation
Nice to Have Skills
- Time management