Order To Cash (Onboarding Specialist) - Taguig
FGPL Business Solutions Inc. Taguig
Job Description
About the Role
Are you organized, detail-oriented, and passionate about delivering great customer experiences Join our Finance and Operations team as an Onboarding Specialist! In this role, you'll play a key part in welcoming new customers, managing important documentation, and ensuring a smooth start to their journey with us.
What You'll Do- Ensure sales orders have the correct purchase orders (POs) and follow up with customers as needed.
- Carefully review incoming customer documentation to confirm all requirements are met for invoicing.
- Manage and maintain customer and vendor portals by uploading documents and handling new submissions.
- Initiate contact with new customers, guide them through the setup process, and deliver a welcoming experience.
- Send onboarding emails with key setup instructions, payment processing steps, and contact information.
- Follow up on multi-year renewal POs and address any missing or incomplete documentation.
- Work closely with Sales, Customer Success, and Finance teams for a seamless handoff from sale to onboarding.
- Contribute to process improvement initiatives to enhance the onboarding experience.
- 2+ years of experience in a customer-facing and operational onboarding role.
- Strong attention to detail with excellent organizational and problem-solving skills.
- Experience working with POs, documentation management, and vendor/customer portals.
- Experience using Salesforce; NetSuite experience is a plus.
- Excellent communication skills, both written and verbal.
- Ability to thrive in a fast-paced environment.
If you're ready to help new customers get off to a great start and be part of a dynamic team, we'd love to hear from you!
Apply today and join us in BGC, Taguig City!
Spotlight- Joining goodies, Gifts on festivals, Annual leaves, Rewards & recognition, Health & insurance
SiteMinderManila, 12 km from Taguig
Europe hours
As our Customer Onboarding Specialist, you provide software training to our hotel customers across EMEA by screenshare, chat, and phone. You'll use an engaging and informative style to ensure our customers understand how to use the products...
Makati, 5 km from Taguig
additional duties as requested by management/client.
Qualifications:
1. Prior experience in U.S. healthcare onboarding, particularly within an RPO environment, is required.
2. At least 1 year experience with an ATS or CRM
3. High school diploma or its...
Logiscale Inc.Makati, 5 km from Taguig
Assist the onboarding specialist with the onboarding process to submit fee schedule requests to the insurance companies.
• Create and fill out a process management spreadsheet and upload information from the GForms/Asana Forms to the provider’s...