Activation Specialist

About the Role

Autobia is seeking a dedicated Activation Specialist to lead the comprehensive onboarding process for new clients. This position involves managing the entire journey from initial contact through to activation and successful handover, ensuring a smooth and professional client experience.

Primary Responsibilities

• Initiate and maintain proactive communication with potential clients to encourage engagement and conversion during enrollment.
• Act as the main liaison throughout the onboarding cycle, delivering consistent and clear updates.
• Implement structured follow-up strategies for unresponsive prospects.
• Ensure all qualified clients are engaged, including those without assigned field representatives.
• Supervise contractual and documentation processes, ensuring compliance and accuracy.
• Oversee client records comprehensively and finalize activation within deadlines.
• Collaborate with sales teams and internal departments to facilitate smooth onboarding and resolve obstacles.
• Report any delays or issues promptly to the Program Manager.
• Maintain precise client data within program systems and uphold data integrity.
• Monitor critical performance indicators such as activation rates and conversion times, informing the Program Manager of any issues.
• Provide thorough and documented handoffs of activated clients to Portfolio Growth Specialists.

Qualifications

• A Bachelor's degree in Business Administration, Marketing, Communications, or a related discipline.
• Between 1 and 2 years of experience in roles such as customer service, sales, or account management.
• Excellent communication and interpersonal skills with a track record of managing client relationships across various platforms.
• Strong organizational skills capable of handling numerous client files without compromising accuracy.
• Proficiency in Microsoft Excel for monitoring, reporting, and managing records.
• Self-motivated individual able to work independently and assume complete responsibility for results.

Preferred Experience

• Familiarity with CRM software or client onboarding tools is advantageous.
• Background in fintech, lending, or inventory financing sectors is beneficial.
• Capability to adapt to dynamic, fast-growing work environments with evolving procedures.