Onboarding Specialist

• Report to the Onboarding Manager and welcome clients post-sale
• Curate the onboarding experience to optimize client retention and adoption
• Teach clients how to use Subsplash tools and services
• Provide tailored services for paid implementation clients including consulting, building, and graphic design
• Provide creative direction and solutions via tickets, phone calls, and screen sharing
• Curate onboarding journey to ensure apps pass internal review within six weeks of signup
• Review client apps for quality assurance
• Troubleshoot complex issues and collaborate on projects to improve the client experience

Customer Onboarding Specialist

Customer Onboarding Manager

Onboarding Coordinator

Onboarding Specialist II

HR Onboarding Specialist

AVP, Securities Client Onboarding and KYC