Fresh Jobs at Bluebulb Financials Limited

About the Role 

• We’re looking for a customer-obsessed Account Manager to build and manage long-term relationships with our fintech clients. You’ll be the primary point of contact for a portfolio of customers ensuring satisfaction, identifying growth opportunities, and serving as a trusted advisor on how to maximize the value of our fintech solutions and product offerings. 

Key Responsibilities 

• Manage a portfolio of clients, ensuring high satisfaction, retention, and revenue growth. 
• Serve as the main contact post-onboarding guiding clients through product usage, performance insights, and strategic support. 
• Identify upsell/cross-sell opportunities and work with sales to execute. 
• Build deep product knowledge to educate clients and troubleshoot user issues. 
• Collaborate with product, support, and compliance teams to resolve customer challenges and communicate updates. 
• Monitor client usage data and flag underperformance, churn risks, or expansion potential. 
• Conduct regular business reviews and performance check-ins with clients. 

Qualifications 

• 3-5 years of experience in account management, customer success, or client services ideally in fintech or financial services. 
• Strong communication and interpersonal skills, with the ability to manage both strategic conversations and day-to-day support. 
• A customer-first mindset with problem-solving skills and commercial awareness. 
• Experience working with tools like Salesforce, HubSpot, or other CRM platforms. 
• Bonus: Familiarity with cross-border payments, FX, APIs, or B2B financial platforms. 

What We’re Looking For 

• Someone who thrives in fast-paced, tech-enabled environments. 
• Comfortable managing client expectations while aligning with internal goals. 
• Ability to translate client feedback into product or process improvements. 
• A relationship-builder who is proactive, analytical, and growth-minded. 

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About the Role

• As an Onboarding Analyst at Bluebulb Financials, you will play a critical role in ensuring new customers especially businesses and partners are onboarded efficiently, securely, and with a great first experience. You'll work at the intersection of compliance, customer experience, and operations to ensure that all KYC/KYB documentation, system setup, and customer activation steps are completed with accuracy and speed.

Key Responsibilities

• Manage the end-to-end onboarding process for new customers, including document verification, data entry, and account setup.
• Conduct KYC/KYB checks in line with regulatory requirements and internal policies.
• Liaise with compliance, sales, and tech teams to resolve onboarding issues quickly and professionally.
• Monitor onboarding pipelines and follow up with customers to ensure timely completion of required steps.
• Identify process gaps or delays and suggest improvements to streamline onboarding.
• Maintain accurate and up-to-date records in CRM or onboarding tools.
• Provide a smooth handover to the customer management team post-onboarding.

Key Requirements

• 1–3 years of experience in onboarding, client operations, compliance, or customer service preferably in fintech, banking, or SaaS.
• Understanding of KYC/KYB procedures and AML principles.
• Detail-oriented with strong organizational and documentation skills.
• Ability to communicate clearly and professionally with both customers and internal teams.
• Experience with tools like Salesforce, Zendesk, or onboarding platforms is a plus.
• Familiarity with cross-border payments, digital wallets, or API-based fintech solutions is a bonus.

What We’re Looking For

• A process-driven, proactive individual with a passion for helping customers get started the right way.
• Someone who can work well under pressure and handle multiple onboarding cases simultaneously.
• A team player who thrives in a fast-paced, collaborative environment.