Onboarding Specialist

Role Overview

Acting as the primary liaison for the Sales and Business Development teams, this role provides essential internal support to keep global sales efforts on track. You will manage client onboarding, maintain pipeline accuracy, create presentations, schedule meetings, and conduct research that informs decision-making. Your work directly enables the sales team to achieve annual targets, and the position offers a strong foundation for growing into account management or business development.

Key Responsibilities

• Partner with Business Development during pre-sales qualification, preparing pricing and creating sales presentations and new case studies as required.
• Shepherd new partners through onboarding, liaising with compliance, legal, technical integration, and other internal/external stakeholders to keep the process on track.
• Produce customised reports for Business Development, Account Management, and partners.
• Coordinate with various teams to resolve customer issues efficiently.
• Prepare the quarterly sales report for Account Management.
• Ensure CRM data is accurate and up to date, supporting both BD and AM teams.
• Manage pipeline tracking and organise meetings for the sales team, including scheduling and logistics.

Requirements & Qualifications

• Bachelor's degree in a business-related field.
• At least 6 years of experience in a commercial corporate setting, ideally within financial services or a technology company.
• Advanced Microsoft Excel skills: creating data visualisations, managing pivot tables, and using functions like SUMIF, COUNTIF, and VLOOKUP to organise data.
• Proficiency with CRM systems, preferably Salesforce.
• Exceptional organisational skills and the ability to work independently, prioritising tasks effectively.
• Capable of performing under pressure in a fast-moving, constantly evolving environment.
• Skilled at translating analysis into actionable plans and executing them.
• Detail-oriented with a strong appreciation for process.
• Flexible, self-motivated, and collaborative team player.
• Highly adaptable, comfortable accepting and driving change.
• Fluent