As the primary point of contact during onboarding, you will proactively manage timelines, risks, and dependencies, while maintaining clear and consistent communication with clients — including enterprise stakeholders in Greater China. You will also guide clients through best practices, provide enablement and training, and ensure a smooth transition to post go-live ownership.
This role is ideal for someone who combines strong project management discipline with client-facing experience in complex B2B or fintech environments, and is comfortable operating in fast-paced, high-growth settings.
Minimum Qualifications
3–6 years of experience in onboarding, implementation, professional services, or project management roles within B2B SaaS, fintech, or payments environments
Proven track record of leading end-to-end enterprise implementations, from post-sale handover through to go-live
Strong project management capabilities, including experience managing timelines, dependencies, risks, and multiple stakeholders across concurrent projects
Hands-on experience working with APIs, system integrations, or technical product implementations (ability to work closely with engineering teams and translate technical concepts to clients)
Demonstrated ability to engage and manage enterprise clients, including handling complex requirements, escalations, and senior stakeholders
Experience working cross-functionally with Sales, Product, Engineering, and Compliance teams to deliver client outcomes
Strong communication skills in English and Mandarin (business proficiency required) to effectively support Greater China clients
High level of ownership and accountability, with the ability to operate independently in fast-paced, high-growth environments
Preferred Qualifications
Experience in payments, fintech, or financial infrastructure, particularly working with APIs, payment flows, or regulated environments
Prior experience supporting or onboarding enterprise clients in Greater China (Mainland China, Taiwan, Hong Kong)
Background in consulting, system integration, or professional services, with exposure to structured project delivery methodologies
Familiarity with project management frameworks (e.g. Agile, Scrum, or Waterfall) and tools (e.g. Jira, Asana, Notion)
Demonstrated ability to manage multi-market or cross-border implementations, including navigating regulatory, operational, or cultural nuances
Experience working in high-growth or fast-scaling technology companies, with the ability to adapt processes and operate in evolving environments
Exposure to data migration, system mapping, or workflow design as part of client onboarding
Strong problem-solving mindset with the ability to identify process gaps and proactively improve implementation playbooks
Responsibilities
Own end-to-end onboarding and implementation for enterprise and mid-market clients, from post-sale handover through to successful go-live
Develop and manage structured implementation plans, including timelines, milestones, dependencies, and clear success criteria
Act as the primary point of contact during onboarding, building strong relationships with client stakeholders and driving alignment across technical and business teams
Lead technical integrations, working closely with clients and internal engineering teams on API implementation, system configuration, and workflow alignment
Proactively manage risks, issues, and escalations, ensuring blockers are identified early and resolved efficiently
Coordinate cross-functionally with Sales, Product, Engineering, Risk, and Compliance teams to deliver high-quality onboarding outcomes
Facilitate client workshops, solution discussions, and training sessions to ensure successful product adoption and operational readiness
Drive clear and consistent communication, including regular status updates, stakeholder reporting, and executive-level summaries where required
Support onboarding of Greater China enterprise clients, navigating language, cultural, and operational nuances effectively
Continuously identify opportunities to improve onboarding processes, tooling, and playbooks, contributing to scaling the OIM function
Ensure smooth handover to post-go-live teams (e.g. Customer Success / Account Management), with clear documentation and context transfer
