Customer Onboarding - French speaking

Role & responsibilities

Customer Onboarding

• Responsible for onboarding the prospect as a customer of Puma Energy
• Provide a list of required documents to the customer for the onboarding process. Maintains confidentiality, and handles all documents with the utmost sensitivity
• Review documentation for entities such as corporations, trusts, private holding companies, and individuals in accordance with policy and jurisdiction for all KYC documents, and raise requests for additional information or documents
• Call the customer to get the required information/documents; Communicate to customers with empathy and exceptional precision
• Raise the KYC, credit and pricing request for the new customer, track & complete the end-to-end customer onboarding
• Maintain absolute discretion when dealing with confidential matters and be detail-oriented and results-focused
• Accurately record the relevant data in systems, communicate the onboarding stages to stakeholders & customer

Master Data Management

• Create, modify & update customer master data in systems Salesforce, Navision, Payment 24, Supplier One etc.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed
• Ensure master data objects are controlled & setup, created as per policies defined
• Help create new & improved processes for customer/supplier master data management
• Ensure master data objects are controlled & setup, created as per policies defined
• Manage data policy & processes maps for the associated master data object
• Act as a SME for a domains master data related questions and coordinate with IT and Business for the various system implementations
• Partner with the Data Officer to implement rules, policies and controls to ensure master data is complete, consistent and accurate
• Design Data quality issues to identify areas for data quality improvement and execute action plans to resolve issues
• Implement process controls & improvements for prevention of data quality issues and integrity across key systems
• Follow up with data owners/users to remediate data issues in order to maintain the agreed levels of quality

Preferred candidate profile

Qualification:

• French speaking certification required, minimum B1 or above
• Bachelors degree or above in Engineering, Business Administration, International Business or similar field
• Master’s degree in Business Management such as MBA (preferred, not mandatory)
• 1-3 years of experience in customer-facing roles (preferred, not mandatory)