Activation Specialist

About the Role

We are seeking a dynamic and client-centric Activation Specialist to join the Autobia team. This position is pivotal in shaping the onboarding experience for prospective clients, overseeing every stage from initial outreach to successful activation and seamless handover. The ideal candidate will demonstrate a strong sense of ownership, exceptional organizational skills, and a commitment to delivering a professional and frictionless onboarding journey. If you thrive in a fast-paced environment and are passionate about driving client success, we invite you to apply.

Key Responsibilities

The Activation Specialist will play a central role in managing the client lifecycle, ensuring a smooth transition from prospect to activated user. Responsibilities include:

• Client Communication & Outreach:
  • Conduct proactive outreach to prospective clients, fostering engagement and guiding them through the enrollment process.
  • Act as the primary point of contact for clients from initial engagement to activation, maintaining clear and consistent communication throughout.
  • Follow up systematically with unresponsive prospects, employing a structured and professional re-engagement strategy to maximize conversion.
  • Ensure comprehensive coverage of all qualified client segments, including those without direct field representation.
• Onboarding & Activation:
  • Oversee all contractual and documentation requirements for each client, ensuring accuracy and adherence to program standards.
  • Manage the entire client file from start to finish, guaranteeing timely closure within established activation timelines.
  • Collaborate closely with field sales teams and internal stakeholders to expedite onboarding and address any obstacles.
  • Escalate critical issues or exceptions to the Program Manager in a timely and well-documented manner.
• Compliance & Data Integrity:
  • Ensure precise entry of client data into the program’s systems upon activation and maintain the integrity of all records.
  • Monitor activation KPIs, including activation rate, time-to-activate, and conversion rate, and proactively highlight any performance gaps to the Program Manager.
  • Facilitate a thorough and well-documented handover of each activated client to the Portfolio Growth Specialist.

Qualifications & Skills

To excel in this role, candidates must meet the following requirements:

• Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
• 1–2 years of experience in customer service, account management, or sales, with a proven track record of building and maintaining client relationships.
• Exceptional interpersonal and communication skills, capable of engaging with clients across multiple channels with professionalism and clarity.
• Strong organizational abilities, with the capacity to manage a high volume of client files simultaneously while maintaining meticulous attention to detail.
• Proficiency in Microsoft Excel for tracking, reporting, and file management.
• Self-motivated and results-driven, with the ability to work independently and take full ownership of outcomes.

Preferred Qualifications

While not mandatory, the following experience is considered advantageous:

• Hands-on experience with CRM platforms or client onboarding tools.
• Familiarity with fintech, lending, or inventory finance environments.
• Adaptability to rapidly evolving processes in a high-growth, dynamic setting.

If you are a proactive professional eager to make a tangible impact in a client-focused role, we encourage you to apply and become a key contributor to Autobia’s success.