Usman Yousaf
@syedusmanyousuf
Client onboarding and operations leader improving time-to-value in SaaS and fintech.
What I'm looking for
I specialize in managing the full client journey, from prospect sourcing and deal negotiation through onboarding, implementation, and long-term retention.
Over the past 6+ years, I've served as the central point of contact for clients, bridging the gap between business development and customer success. My work spans sales operations, onboarding implementation planning, relationship management, and ensuring clients achieve measurable outcomes with the products and services they've invested in.
I thrive in roles where I own the client relationship end-to-end — building trust, solving problems proactively, and turning new clients into long-term partners.
Core strengths: Client Onboarding · Account Management · Customer Retention · Implementation Planning · Business Development · Stakeholder Communication · CRM Tools · Cross-functional Collaboration
Experience
Work history, roles, and key accomplishments
Client Onboarding Manager
Workactiv.ai
Sep 2025 - Present (9 months)
Own end-to-end SaaS client onboarding from kickoff through go-live, ensuring fast activation via product walkthroughs, hands-on training, and proactive post-live support. Coordinate Sales, Product, and Support to streamline handoffs, remove onboarding bottlenecks, and maintain onboarding SOPs, documentation, and CRM records.
Senior Onboarding Specialist
Payactiv
Mar 2024 - Sep 2025 (1 year 6 months)
Led enterprise onboarding by designing customized onboarding strategies aligned to client business objectives and reducing time-to-value through streamlined workflows and handoffs. Delivered post-live payroll support, monitored onboarding KPIs to mitigate risks, and developed playbooks while mentoring junior specialists.
Onboarding Specialist
Payactiv
Jan 2022 - Mar 2024 (2 years 2 months)
Managed the full client onboarding lifecycle from kickoff to go-live, running discovery sessions to configure solutions to client workflows. Provided product training and post-live payroll period support, resolving technical and operational issues with teams under agreed SLAs while tracking onboarding metrics to improve delivery timelines.
Technical Support Specialist
Motive
May 2021 - Jan 2022 (8 months)
Provided 24/7 technical support for Motive ELD devices and dash cameras, troubleshooting hardware and software issues for fleet customers via phone and email. Managed end-to-end ticket lifecycles, identified upsell opportunities, and created technical guides for common issues to strengthen the knowledge base.
Education
Degrees, certifications, and relevant coursework
Beaconhouse School System
A Levels, Accounting & Business Management
2013 - 2015
Completed A Levels with a focus on Accounting and Business Management at Beaconhouse School System.
Beaconhouse School System
O Levels, Accounting & Finance
2010 - 2013
Completed O Levels with a focus on Accounting and Finance at Beaconhouse School System.
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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