The Field Onboarding Assistant will support the successful onboarding and activation of customers, partners and other users in the field. The role will provide hands on assistance, ensure required information and documentation is captured correctly, and id entify and resolve onboarding challenges.
Key Responsibilities
Field Requirements
The role will involve regular movement between field locations and may require:
Travel within Nairobi and other designated locations.
Weekend or extended hours during campaigns and launch activities.
Participation in field activations and onboarding drives.
Support field based onboarding and activation activities.
Guide customers, partners or users through the onboarding process.
Explain products, services and relevant processes clearly.
Assist users who may require additional support using digital platforms.
Verify and capture required information and documentation.
Ensure onboarding records are complete and accurate.
Follow up on incomplete or pending onboarding activities.
Identify onboarding challenges and escalate them promptly.
Support product demonstrations and basic user training.
Gather feedback from users and partners and share insights with the Operations team.
Coordinate with Customer Care to ensure field issues are followed through to resolution.
Maintain accurate daily field activity reports.
Support launch activities, activations and other operational initiatives as required.
Represent the organization professionally when interacting with customers and partners.
Key Requirements
Diploma or certificate in Business, Marketing, Customer Service, Sales or a related field.
Previous experience in field operations, customer service, sales, onboarding, activation or a similar role.
Good communication and interpersonal skills.
Comfortable engaging directly with customers and partners.
Basic digital literacy and ability to use mobile applications and online systems.
Good attention to detail when capturing customer/partner information.
Ability to work independently in the field.
Reliable, organized and proactive.
Willingness to travel as required.
Experience in fintech, digital platforms, ecommerce or technology is an advantage.
Key Performance Indicators
Number of successful onboarding activities completed.
Accuracy and completeness of onboarding records.
Onboarding turnaround time.
Activation/conversion rate.
Number of unresolved onboarding cases.
Customer/partner feedback.
Daily field activity reporting.
Compliance with onboarding procedures.
Application Process
Interested and qualified candidates should apply by emailing their detailed CV, cover Letter (maximum 1 page) explaining their suitability for the role and Contact details for two professional referees to .Shortlisting will be on rolling basis. Deadline for applying is October
Disclaimer
The above statements are intended to describe the general nature and level of the work being performed by the Field Onboarding Assistant . The statements are not intended to be an exhaustive list of all possible duties, tasks, and responsibilities. Management reserves the right to amend and change responsibilities to meet organizational needs as necessary. Please note that never request any form of payment from an applicant. Applicants are encouraged to confirm the information listed below prior to releasing any extensive personal information to the organization.
