Onboarding Specialist

Job Title: Onboarding Specialist

Location: Clark, Pampanga, Cebu, Tarlac, Mandaluyong City

Shift: 9:00 PM - 6:00 AM (Mon-Fri)

Work Arrangement: WFH

UNLOCK YOUR POTENTIAL AT TOA GLOBAL!

At TOA Global, we are passionate about helping professionals thrive in their careers, businesses, and communities. With a global presence spanning Australia, New Zealand, North America, the Philippines, South Africa, and South America, we empower accounting professionals by providing world-class opportunities and support.

ABOUT THE ROLE:

-Success in this role requires a thorough understanding of startups & accounting, excellent execution skills, and strong project management skills.

-You will be the point person for the clients you manage through the onboarding process and work closely with a cross-functional team of experienced accounting professionals to ensure all client needs are successfully met.

-The ideal candidate has impeccable relational skills and a mindset toward success. They have the "Development -Element" — always keeping positive growth in mind for the company and our clientele.

-The Onboarding Specialist is proficient at navigating complex communications and facilitating smooth operations!

-Above all, this candidate will be responsible for providing an excellent customer service experience and helping customers achieve their desired goals from the very start.

-You will hit the ground running so if you enjoy the ever-changing Startup life this is the perfect place for you!

ABOUT YOU:

Experience (at least 2 years or more) in Onboarding new clients into the business

Bachelor's or associate degree

Experience working at or with accelerated startups

Experience working in the Financial Tech Services industry (i.e. Corporate Taxes, Cloud Accounting, Controller & CFO Services, Fintech, Financial Audits, Financial Planning & Projections, Advisory Consulting, etc.)

Ability to motivate, guide, and lead a virtual team toward successful outcomes.

Tech Savy — must have experience with no-code automation tools like Zapier and cloud infrastructures. We use our very own Fondo App, plus G-Suite, Airtable, Slack, HubSpot, QuickBooks Online, ProConnect, and a variety of other cloud-based software systems!

Exceptionally strong written and verbal communication skills

Analytical, critical thinker

Highly detailed and organized

Demonstrated ability to increase customer satisfaction