Client Onboarding Specialist

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brightfin

201 - 500 employees

💳 Fintech

🏢 Enterprise

☁️ SaaS

Fintech • Enterprise • SaaS

brightfin is a company that specializes in Telecom Expense Management (TEM) solutions. Their platform integrates mobile, telecom, and cloud expense data into ServiceNow, enabling businesses to track, allocate, and optimize their IT expenses effectively. With features such as automated workflows and centralized asset management, brightfin helps organizations achieve cost savings and operational efficiencies.

📋 Description

• Collects carrier/provider details: Creates LOA’s, coordinates execution between parties, validates finalized copies. • Manages data collection, status tracking, and communications regarding: LOAs , Accounts/FANs , Carrier Portal Access , Credential logging - 1Password , Paper invoice conversion, PO box redirection , Invoice Collection Configuration for standard allocation/audit/reconciliation/ rules. • Assists operational onboarding manager in the efforts and configures the below w/ coordination with the Invoice Team: Initial invoices upload , Audit/Reconciliation , Data/Mappings validation , Optimization + presents results + coordinates the implementation , Fulfilment tasks/catalog/API configuration. • Participates in discussions all additional implementation discussions & service deployment: ServiceDesk, Logistics, Third Party services (Fixed, UEM, Bill Pay) • Participates in customer UAT. • Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation. • Participates in operational go-live readiness sign-off

🎯 Requirements

• Bachelor's Degree in appropriate field of study or equivalent work experience • Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued. • ServiceNow experience a plus • Excellent verbal and written communication skills. • Excellent interpersonal and customer service skills. • Excellent organizational skills and attention to detail. • Excellent time management skills with a proven ability to meet deadlines. • Strong analytical and problem-solving skills. • Strong supervisory and leadership skills. • Ability to prioritize tasks and to delegate them when appropriate. • Ability to function well in a high-paced and at times stressful environment. • Proficient with Microsoft Office Suite or related software.

🏖️ Benefits

• Medical insurance — after successful completion of the probationary period • Equipment — we set up everything you need to work comfortably from home • Full FOP administration — we handle all administrative matters related to your business entity • Unlimited paid time off — coordinated with your team; we trust you to manage your time responsibly • Annual salary review — based on performance review outcomes • Parental leave — we support you through every stage of life • Comfortable remote setup — we care about your day-to-day work experience

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