- Manage end-to-end customer and agent onboarding activities
- Validate onboarding forms, customer data and documentation
- Update and maintain CRM/internal systems such as Microsoft Dynamics, Mitek & Opportunity Hub
- Support system configuration, workflows, dashboards and user access
- Handle data uploads, validation and basic data migration activities
- Support CRM, API and third-party system integrations
- Coordinate with Technology/Development teams for integration requirements
- Perform pre-go-live testing and validate customer journeys
- Identify, document and track configuration/data issues and defects
- Monitor daily data feeds and raise/follow up on Service Desk tickets
- Support go-live and post-onboarding activities
- Maintain accurate trackers,
folders and onboarding documentation
Required Skills
✅ Customer Onboarding / System Administration
✅ CRM Administration
✅ Microsoft Dynamics / Mitek / similar platforms
✅ Data Validation & Data Management
✅ System Configuration & Workflow Management
✅ Basic understanding of APIs, Integrations & Data Flows