Onboarding and Account Management

• Manage and Monitor Pending Queues: Oversee the allocation and processing of partner onboarding tasks, ensuring tasks are assigned efficiently based on team availability.
• Quality Control & Best Practices: Monitor and review onboarding processes to ensure they align with best practices. Highlight and raise alerts when issues such as delays or mispractices are detected, providing guidance for corrective actions.
• Handle Complex Onboarding Cases: Take charge of challenging onboarding cases that may involve compliance risk or other unique complexities, ensuring they are resolved efficiently.
• IB and PAMM Onboarding: Process IB and PAMM registrations, verify KYC, resolve missing documentation, and liaise directly with sales teams to ensure timely approvals.
• Link relevant rebate structures to sales notes, create campaigns in DW, and manage agreements via DocuSign, following up until all agreements ar...