Client Onboarding Specialist FinTech (PHL)

Role Details

Location: Metro Manila, Philippines
Work Arrangement: Hybrid
Type of Support: Onboarding Support 
Contract Duration: Permanent 
Training Schedule: Monday to Friday, 8:00 am - 5:00 pm CST
Work Schedule: Monday to Friday, 8:00 am - 5:00 pm CST
 

About Us

Crescendo stands for excellence in customer experience in the age of AI. We bring together top-tier outsourcing expertise and forward-thinking technology to raise the bar in CX and operations—delivering scalable results and support that’s always on.

At our core, Crescendo is about people. We do more than match talent with opportunity—we foster an environment where careers grow, innovation thrives, and individuals are empowered to create meaningful impact. Join us and help shape the future of customer experience.

Welcome to Crescendo. Welcome to what’s next.
 

The Role

Our platform helps landlords and real estate investors simplify banking, rent collection, and financial management in one place. We are hiring a Client Onboarding Specialist to lead new clients through a structured onboarding journey that transforms how they manage rental property finances.

You will oversee the implementation process from post-sale activation through successful platform adoption, ensuring clients quickly realize operational and financial value.

What You’ll Do:

• Executive-Level Onboarding
  • Facilitate personalized, high-touch onboarding sessions for premium landlord clients.
  • Take ownership of the onboarding journey by setting clear expectations and timelines to help users become fully active within 14 days.
  • Support clients through digital banking applications (KYC), rent collection configuration, and virtual card setup—even for users with limited technical experience.
• Financial & Data Migration
  • Serve as a “Data Concierge,” converting unstructured spreadsheets, bank statements, and legacy platform exports into organized bookkeeping records.
  • Work with data from platforms such as Stessa, AppFolio, and Excel to ensure accuracy and consistency.
  • Validate and reconcile historical financial data so users gain immediate reporting and tax benefits.
• Consultative Technical Lead
  • Identify workflow challenges or resistance and recommend platform features that improve efficiency.
  • Simplify complex fintech concepts into clear, practical language tailored to real estate investors.
• AE Partnership & Retention
  • Work hand-in-hand with Account Executives to ensure a smooth hand-off from "Signed" to "Set-up."
  • Proactively identify expansion opportunities (e.g., noticing a landlord has 10 more properties they haven't moved over yet).

What We Expect From You:

• Experience: At least 2 years in a client-facing onboarding, implementation, or customer success role within Fintech or SaaS.
• Financial Literacy: Solid understanding of bookkeeping or property management accounting principles.
• Communication: Excellent spoken and written English with the ability to simplify technical concepts.
• Tools: Strong experience with HubSpot (or similar CRM), Zoom, and advanced Excel or Google Sheets.

What You’ll Get In Return:

• Be part of a people-centered and values-driven organization
• Collaborate with global partners and diverse teams
• Hybrid work setup
• Competitive salary package
• Generous paid time off
• Comprehensive benefits including medical, dental, and vision coverage (depending on country of residence)
• Access to free posture-focused home fitness programs
• Continuous learning, training, and career development opportunities

Company Culture Is At Our Core

Core values give our work intention and our culture its edge. They’re the standards we hold for ourselves, our partners, and each other.

• Care for others: Empathy is a key driver. When people thrive, so does the mission.


• Embrace growth: Curiosity fuels progress. Take bold risks, sharpen your edge, go forward.


• Manifest trust: Trust is our currency. Earn it daily, protect it fiercely, and let it fuel what’s next.


• Take ownership: Bold choices with integrity at the core—that’s how impact lasts.


• Be humble: Humility opens the door to better ideas. Hear others, lift others, keep learning.

Crescendo is proud to be an equal-opportunity workplace. We value diversity, inclusion, equity, and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

We are committed to the inclusion of all individuals and will make reasonable accommodations for qualified individuals with disabilities in our job application process.  If you require assistance or accommodations to participate in the job application or interview process, please contact [email protected].

PRIVACY NOTICE

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To understand more about Crescendo’s privacy program, including your rights and options for managing the personal data you submit to us, please visit our Privacy Center here.