Job Description

Customer Onboarding Specialist

Join a leading FinTech that provides innovative financial management solutions for the modern ASEAN SME.

Swipey's solution helps underserved SMEs ease their financial management burden, so they can focus on what matters most: building their business.

We are looking for an enthusiastic

Customer Onboarding Specialist

to guide new customers through their journey with Swipey -- from the first call to successful activation. You'll play a key role in ensuring every customer experiences a smooth and confident start, understands Swipey's value, and is set up for long-term success.

This is an exciting cross-functional role! You'll work closely with the Sales, Customer Success, and Product teams to deliver a seamless onboarding experience -- helping customers get started, addressing their needs, and ensuring a smooth handover to the Customer Success team.

Key Responsibilities

Own and manage internal leads

-- follow up promptly, qualify them, and ensure no lead is left behind.

Conduct product demos and activation calls

-- showcase Swipey's value, walk customers through the platform, and help them get started.

Understand customer needs

-- identify business pain points, assess if Swipey is the right fit, and tailor onboarding accordingly.

Guide customers through onboarding

-- assist in setting up accounts, issuing cards, managing team access, and ensuring all steps are completed successfully.

Collaborate with internal teams

-- work closely with the Sales and Customer Success teams for smooth handovers and continuous customer satisfaction.

Track progress and maintain data accuracy

-- update CRM and internal systems with lead and onboarding progress.

Collect feedback

-- identify recurring onboarding issues and suggest improvements to enhance the customer experience.

Who You Are

You thrive in a fast-paced environment and enjoy seeing things move from "signed" to "successfully activated." Detail-oriented and organized -- able to manage multiple onboarding projects simultaneously. Strong communicator -- professional, responsive, and customer-focused.

Fluent in both English and Bahasa Malaysia (spoken and written);

proficiency in

Mandarin or Tamil

is a bonus. Collaborative across functions (sales, success, operations, and product). Bonus if you have experience in

customer onboarding, client success, or inside sales

within a SaaS, fintech, or tech-driven environment.

Why Join Swipey

Be part of a growing fintech shaping the future of business spend management. Work closely with cross-functional teams and directly impact customer success. Join a supportive, fast-moving team that values ownership, learning, and results.
Job Type: Full-time

Pay: RM3,000.00 - RM4,000.00 per month

Benefits:

Work from home
Application Question(s):

Do you speak or understand any additional languages (Mandarin or Tamil)? Are you comfortable conducting product demos and onboarding calls over online and offline? How many years of experience do you have in a customer-facing role (e.g., onboarding, customer success, account management, or inside sales)?
Language:

English (Required)
Work Location: In person