Client Onboarding Manager

Summary

I entered the tech industry a few years ago after I was recruited by a Fintech company as one of the first employees to help establish their North Americas team. I was in charge of onboarding new clients from the US, Latin America, Canada & the Caribbean. After a few years, I was again recruited by a start up fintech to help manage new clients, streamline their sales & onboarding processes and assist the founding executive team with qualifying leads/prospecting to increase their pipeline.

During my time in Fintech, I created a training program to train sales support, onboarding specialists, and business development directors globally, worked with a product development team to improve an internal Compliance platform in order to streamline the customer due diligence/onboarding process, assisted Sales & Revenue Ops teams to improve sales & Business Development related processes to increase revenue growth & created internal prescreening process to expedite compliance approvals and overall launch timelines.

I have many different skills in various departments including but not limited to:

Sales & Revenue Operations (lead generation & prequalification, sales process, data & forecasting management, sales strategy, sales onboarding training) Project Management (onboarding clients through compliance & technical integration processes) Regulatory Compliance (review & collection of corporate KYC documentation, client risk assessment, policy & procedure analysis) Busniess Development & Sales (client relationship building, analyzing market trends, proposal development, and adding qualified prospects to the sales pipeline)

I am also a member of both the ACAMS & ACFCS & currently in the process of obtaining my CAMS certification.

Expectations

1. I want to continue to work remotely and have flexibility in my schedule.

2. I would like the company to have a work-life balance.

3. I want a company that values my skills and experience and will provide me with career growth opportunities.

4. I want a company that has a good relationship with its employees and fosters a positive work environment.

5. I want a job that I am passionate about and can make a difference. I want to be challenged every day and feel like I am growing professionally.

Employment Preferences

Expected Base Salary

**,000 USD

Academic Degree

Experience

Skills

• Sales
• Revenue Operations
• Lead Generation
• Prequalification
• Sales Process
• Forecasting Management
• Sales Strategy
• Sales Onboarding Training
• Project Management
• Regulatory Compliance
• Corporate KYC
• Document Review
• Client Risk Assessment
• Policy Analysis
• Busniess Development
• Client Relationship Building
• Analyzing Market Trends
• Proposal Development
• Client Onboarding