Expense Management Assisted Onboarding Specialist

Hala is seeking a proactive and organized Expense Management Assisted Onboarding Specialist to ensure a seamless experience for businesses adopting Hala Control. This role focuses on assisting customers in onboarding, resolving setup challenges, and ensuring compliance with financial regulations. The ideal candidate will have experience in expense management, corporate finance, or fintech, with strong operational and customer service skills.

Key Responsibilities

• Guide businesses through Hala Control onboarding, ensuring they successfully set up their expense management system.
• Assist customers in linking their corporate accounts, uploading necessary documents, and ensuring compliance with financial regulations.
• Work closely with the compliance team to validate business KYC and documentation.
• Support customers in setting up spend controls, team budgets, and card issuance.
• Ensure seamless integration with Hala payments, accounting tools, and business finance workflows.
• Maintain a feedback loop with the product and tech teams to address common onboarding challenges and improve the user experience.
• Update customer onboarding status, issues, and feedback in the CRM system.

Requirements

• +1 Year experience in Sales/assisted onboarding in banking or fintech.
• Strong customer service and onboarding experience, preferably in fintech or corporate financial services.
• Familiarity with compliance processes related to business onboarding and financial transactions.
• Experience with expense management tools, CRM systems, and operational workflows.
• Highly organized and capable of managing a large volume of customer requests efficiently.

Preferred

• Experience in B2B financial products, corporate finance, or expense management solutions.