Expense Management Onboarding Specialist - Remote

Overview

Hala is seeking a proactive and organized Expense Management 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.

In Short

• Guide businesses through Expense Management onboarding.
• Assist customers in linking corporate accounts and ensuring compliance.
• Work closely with the compliance team to validate business KYC.
• Support customers in setting up spend controls and team budgets.
• Ensure seamless integration with Hala payments and accounting tools.
• Maintain a feedback loop with product and tech teams.
• Update customer onboarding status in the CRM system.

Requirements

• Strong customer service and onboarding experience.
• Familiarity with compliance processes related to business onboarding.
• Experience with expense management tools and CRM systems.
• Highly organized and capable of managing customer requests.
• Preferred: Experience in B2B financial products or expense management solutions.

Benefits

• Inclusive and diverse culture encouraging innovation.
• Highly competitive compensation packages.
• Prioritize personal development with training and learning stipends.
• Join a talented team of over 30 nationalities.
• Autonomy, mentoring, and challenging goals.
• Responsibility and trust in your role.