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Sales Integration Specialist (Banking, Finance, Payments, Cross Boarder, FX, Fintech)

SnaphuntPoland

23 days ago

Job description

The Offer

Attractive Salary & Benefits
Fantastic work culture
Flexible working options

The Job

The Sales Integration Specialist is responsible for ensuring a seamless transition from sales acquisition to client activation. This role will work directly with clients and internal teams to manage onboarding, integration of payment services, and post-sales support, ensuring a best-in-class client experience.

Key Responsibilities :

Coordinate the end-to-end client onboarding process : Manage all aspects of the client onboarding lifecycle from initiation to completion. Ensure that all required documentation is collected, verified, and stored appropriately, compliance and regulatory checks are completed in a timely manner, and technical integrations are implemented according to client requirements and company standards.

Serve as the primary point of contact during integration : Act as the main liaison for clients throughout the onboarding and integration phases. Collaborate closely with client-side IT, treasury, and compliance teams to troubleshoot issues, provide guidance on system setup, and ensure seamless communication between all parties.

Collaborate cross-functionally to align onboarding timelines and milestones : Work hand-in-hand with Compliance, Operations, Technology, and Relationship Management teams to establish clear onboarding plans, set shared milestones, and proactively manage client expectations. Ensure that internal teams are aligned on deliverables, responsibilities, and deadlines to provide a smooth onboarding experience.

Identify and address potential risks or bottlenecks early : Maintain an active risk management approach by monitoring onboarding progress, identifying potential barriers or risks before they escalate, and implementing mitigation strategies. Escalate critical issues when necessary and collaborate with relevant teams to drive timely resolutions.

The Profile

Key Qualifications & Experience :

5+ years of experience in client onboarding, integrations, or client success roles within corporate banking, payments, or transaction banking environments.

Proven ability to manage end-to-end onboarding for a diverse client base, including multinational corporations and financial institutions.

Strong expertise handling complex documentation requirements, including KYC, AML, tax forms, and regulatory compliance documents.

Skilled in coordinating technical onboarding processes, ensuring successful API integrations, platform setups, and client system configurations.

Demonstrated client relationship management capabilities, including managing senior client stakeholders, resolving escalations, and driving client satisfaction.

The Employer

Our client is committed to trust, security, maturity, and efficiency in everything we do. As a rapidly scaling fintech, our client specialize in connecting markets and simplifying payments through cutting-edge financial solutions.

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Finance Specialist • Poland