Activation Specialist

About the Role

Join Autobia as an Activation Specialist and take charge of delivering an exceptional end-to-end onboarding experience for prospective clients. This pivotal role spans the entire client journey—from initial outreach to successful activation and seamless handover. As the primary point of contact, you will ensure a professional, structured, and client-focused approach, driving engagement and conversion while maintaining compliance and data integrity. If you thrive in a dynamic environment, possess strong organizational skills, and are committed to owning outcomes, this role is an ideal opportunity to make a meaningful impact.

Key Responsibilities

The Activation Specialist is responsible for managing the full lifecycle of client onboarding, ensuring a smooth transition from prospect to activated client. Your core duties will include:

• Client Communication & Outreach:
  • Conduct proactive outreach to prospective clients, fostering engagement and guiding them through the enrollment process.
  • Act as the dedicated point of contact from initial engagement to activation, providing clear and consistent communication at every stage.
  • Follow up with unresponsive prospects using a structured and professional re-engagement strategy to maximize conversion opportunities.
  • Ensure comprehensive coverage of all qualified client segments, including those without a dedicated field contact, to drive inclusivity and opportunity.
• Onboarding & Activation:
  • Oversee all contractual and documentation requirements for each client, ensuring accuracy and adherence to program standards.
  • Manage client files from initiation to closure, guaranteeing timely activation within defined timelines.
  • Collaborate closely with field sales teams and internal stakeholders to streamline onboarding processes and eliminate operational bottlenecks.
  • Escalate any exceptions or obstacles to the Program Manager promptly, providing structured and actionable insights for resolution.
• Compliance & Data Integrity:
  • Ensure precise entry of client data into the program’s systems upon activation, maintaining the highest standards of data integrity.
  • Monitor and track critical activation KPIs, including activation rate, time-to-activate, and conversion rate, and proactively identify and report gaps to the Program Manager.
  • Facilitate a thorough and well-documented handover of each activated client to the Portfolio Growth Specialist, ensuring continuity of service.

Qualifications

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 professional experience in customer service, account management, or sales, with a demonstrated ability to build and maintain client relationships.
• Exceptional interpersonal and communication skills, with the capacity to engage effectively across multiple channels.
• Strong organizational abilities, enabling efficient management of a high volume of client files while maintaining meticulous attention to detail.
• Proficiency in Microsoft Excel for tracking, reporting, and file management.
• Self-motivated professional who thrives in independent settings and takes full ownership of outcomes.

Preferred Qualifications

While not mandatory, the following experience and skills are advantageous:

• Hands-on experience with CRM platforms or client onboarding tools.
• Familiarity with fintech, lending, or inventory finance environments.
• Ability to adapt to fast-paced, high-growth environments with evolving processes and priorities.

If you are a proactive, detail-oriented professional seeking a challenging role in a collaborative and results-driven organization, we encourage you to apply. The Activation Specialist role offers a unique opportunity to contribute to Autobia’s success while developing your career in a dynamic and supportive environment.