{"id":3919469,"url":"https://alion.io/job/scale-mill-onboarding-specialist","title":"Onboarding Specialist","company":{"id":4523138,"name":"Scale Mill","domain":"scalemill.com","url":"https://alion.io/company/scale-mill","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lahore, Pakistan"],"countries":["PK"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Gmail","optional":false},{"name":"Google Docs","optional":false},{"name":"Google Sheets","optional":false},{"name":"Salesforce","optional":false},{"name":"WhatsApp","optional":false}],"status":"live","first_seen_at":"2026-11-07T14:01:57Z","employer_posted_date":"2026-11-07","last_verified_at":"2026-11-09T23:14:55Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Overview\nScalemill (www.scalemill.com) helps technology companies increase revenue and reduce costs by setting up off-site inside sales, support and customer success teams that handle customer interactions. We exclusively work with B2B (Business-to-Business) SaaS (Software-as-a-Service) products and specialize in lead generation and appointment-setting.\nRole\nThis role is responsible for managing the end-to-end client onboarding process, ensuring accurate documentation, KYC verification and timely account activation. The position involves guiding clients through onboarding requirements, resolving issues, coordinating with internal teams, maintaining accurate records and ensuring a smooth client experience while meeting onboarding timelines and compliance standards.\nKeywords\nClient onboarding, KYC, verification, documentation, compliance, account activation\nLocation\nLahore\nTimings\n10 am to 7 pm\nType\nFull-time from the office\nReporting line\nTeam Lead and Account Manager\nKey Responsibilities\nClient Onboarding & Relationship ManagementGuide new clients through the onboarding process and account setup\nExplain onboarding requirements, procedures and timelines to clients\nFollow up with clients to collect required information and documents\nAddress client queries and resolve onboarding-related issues\n\nCoordinate with internal teams to ensure a smooth onboarding experience\n\nAccount Setup & Process ManagementManage the end-to-end onboarding process from initial contact to account activation\nReview customer account status and guide clients through pending steps\nMonitor onboarding progress and ensure timely completion of requirements\nIdentify onboarding delays and coordinate with relevant teams for resolution\nEnsure a smooth transition from onboarding to active account management\nVerify that all onboarding requirements are completed before proceeding with account activation\n\nCollaboration & ExecutionWork closely with sales, compliance, operations, product and support teams\nCoordinate the handover of clients from sales to onboarding and operations\nShare client feedback and highlight recurring onboarding challenges\nSupport improvements in onboarding procedures and customer experience\n\nReporting & PerformanceMaintain accurate onboarding records and update client information in the CRM\nTrack onboarding progress, pending documents, verification status and account activation\nPrepare reports on onboarding performance, delays and completion rates\nEnsure compliance with internal policies, procedures and documentation standards\n\nKYC Responsibilities Verify customer identities according to KYC requirements\n\nCollect and verify CNIC, photos, proof of address, customer information, forms and questionnaires for accuracy and completeness\nFollow up with customers on missing documents and resolve verification issues\nCoordinate with compliance and operations teams to resolve delays\nMaintain customer records, including documents and verification results and keep verification status updated\nEnsure all required verification steps are completed on time\n\nClient Support & Improvement\nRespond promptly to client inquiries regarding onboarding and verification\nProactively follow up with clients to prevent delays and incomplete applications\nIdentify opportunities to improve onboarding procedures and reduce turnaround time\n\nMaintain a professional, client-focused and detail-oriented approach\n\nLeadership & Ownership\nSupport and guide junior team members on onboarding-related responsibilities when required\nMaintain a professional, client-focused and ownership-driven approach in all interactions\nTools: You'll be required to work on the following toolsSalesloft: For lead assignment, calling, email outreach and executing cadences\nSalesforce: To manage the full sales pipeline, including lead conversion, opportunity creation, data logging, tracking deals and recording revenue and performance metric\nAircall: For making and managing client calls\nBackoffice: To maintain complete client records and track all client activities and interactions\n\nSkills Needed\nCommunication: excellent written and verbal communication skills are required\nOrganization: superior organizational skills to manage multiple tasks and responsibilities effectively\nTime management: strong ability to prioritize tasks, manage time efficiently and work in a fast-paced environment\nAttention to detail: accuracy in handling tasks and documents is critical\nProfessionalism & discretion: maintaining high standards of professionalism and handling sensitive information with integrity and confidentiality\nTechnology\nThis role requires someone comfortable with basic technology like computers, smartphones and common software used in offices\nComfortable with using online messaging tools like WhatsApp, Google Chat, etc.\nProficiency with Google Suite, like Gmail, Google Docs, Google Sheets and Google Slides\nGood. proven experience in handling CRM/ERP and dashboards\n\nFamiliarity with task management apps such as TickTick\n\nBackground\nBachelor's degree\n\nFluent English (written and verbal) is essential\n\nAt least 2 years of proven experience in a related 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