Onboarding Specialist

• Daily interactions with candidates, via email, phone, text to support and manage the needs through the onboarding process
• Monitor Zendesk and shared email inboxes
• Follow up with new employees to evaluate on-boarding experience and recommend ways to enhance the new hire onboarding programs and experience
• Candidate data management within the ATS system and complete onboarding form
• Follow-up with the Onboarding Coordinators on candidates’ backgrounds, I-9, and fingerprinting
• Preparing onboarding details, requesting of badges, technology needs, and support continuous communication with candidates
• Weekly dashboards/reports on candidate state of readiness within Smartsheet
• Regularly assesses and recommends program changes and enhancements to drive better retention and engagement of new hires

Onboarding Coordinator – Temporary

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Client Onboarding Consultant

• Lead and manage talent acquisition operations, including process design, optimization, and continuous improvement initiatives
• Ensure consistent execution of recruiting workflows, policies, compliance standards and global governance practices
• Partner cross-functionally with HR, Talent Acquisition, and business leaders to identify process gaps and implement scalable solutions
• Establish and monitor key performance indicators (KPIs) and metrics to track recruiting and onboarding effectiveness
• Drive adoption of TA systems, tools, and technologies to enhance efficiency and user experience
• Ensure compliance with all applicable employment laws, policies, and internal guidelines throughout hiring and onboarding processes
• Manage vendor relationships and external partners supporting TA operations and onboarding activities as needed
• Lead change management initiatives and training related to process improvements, system implementations, and organizational priorities
• Develop and maintain documentation, playbooks, and standard operating procedures for TA processes
• Provide leadership, coaching, and support to team members and stakeholders to ensure alignment with best practices

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

• Partner with cross-functional teams at both the program and enterprise level — spanning Scientific Affairs, Policy, IT, and Enforcement — to align on client requirements, resolve issues quickly, and ensure a cohesive implementation experience from start to finish.
• Serve as the primary point of contact and trusted advisor for clients throughout the full implementation lifecycle, ensuring a seamless and supported experience.
• Manage multiple client engagements simultaneously, keeping projects organized, on schedule, and aligned with each client's unique needs and expectations.
• Develop and lead implementation plans that keep all client and internal stakeholders informed, engaged, and confident in the process from kickoff through go-live.
• Clearly communicate program capabilities, workflows, and integration expectations to clients and partners in straightforward, accessible language.
• Guide clients through each phase of the LBM implementation journey — including onboarding, requirements gathering, testing, and launch — ensuring clarity and accountability at every step.
• Lead collaborative working sessions with clients to gather and document data and file requirements, ensuring all parties are aligned before work begins.
• Partner with internal teams to define requirements, coordinate deliverables, and serve as the client's advocate in ensuring timely and quality execution.
• Walk clients and end users through system access setup and onboarding, ensuring a smooth and well-supported experience from the start.
• Track and manage client-related action items and deliverables, ensuring nothing falls through the cracks and stakeholders are always aware of progress and next steps.
• Support clients through the testing and validation process, helping to address questions, resolve issues, and ensure readiness for launch.
• Act as the bridge between client needs and internal teams — translating business goals and feedback into clear direction for configuration and delivery.
• Partner with clients and internal stakeholders to proactively identify opportunities to streamline the implementation experience and reduce unnecessary complexity.
• Serve as the steward of client-facing implementation resources and documentation, ensuring materials are clear, current, and easy for clients to navigate.
• Continuously look for ways to improve the client implementation experience, reduce friction, and deliver better outcomes faster.

Client Integration Lead – Implementations

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

• Support customer migrations from the acquired platform to our core platform, following defined playbooks and processes
• Assist with customer onboarding post-migration, ensuring users are set up correctly and confident using the platform
• Facilitate customer-facing product knowledge sessions to drive adoption, scale the onboarding process, and ensure success with the product
• Respond to basic support questions via chat, phone, email, or ticketing system, escalating more complex issues as needed
• Troubleshoot common issues and help customers navigate workflows and features
• Partner with Customer Success, Support, and Implementation teams to ensure a seamless customer experience
• Help document common questions, edge cases, and feedback to improve onboarding and migration processes
• Contribute to internal documentation, FAQs, and customer-facing guides as you learn the platform

Customer Migration and Onboarding Intern

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Onboarding Manager

• Manage end-to-end client implementation: Oversee the full implementation process for new and existing clients, following established standards, project plans, and documentation to ensure a high level of success.
• Support business process improvement: Provide guidance and best practice recommendations to clients during implementation to drive strong adoption and long-term success with our software.
• Serve as the primary client contact: Act as the main point of contact for clients throughout implementation and for designated clients post-implementation.
• Compile compliance reports: Regularly prepare and submit compliance reports to ensure adherence to internal policies and industry regulations.
• Act as a trainer and coach: Serve as a knowledgeable resource for clients, providing ongoing training, support, and coaching to help them maximize the value of 700Credit products.
• Resolve client issues: Analyze and resolve client concerns directly or assist in working through complex issues to ensure effective outcomes.
• Assist in product launches: Support Affiliate and 700Credit product launches, including post-launch follow-up with clients and affiliates to evaluate and improve the customer experience.
• Contribute to team success: Actively support all members of the Implementation team in a productive and constructive manner.
• Track and document client communications: Accurately record all client interactions and communications to maintain clear and up-to-date records.
• Communicate new product features: Keep clients informed of new product features and updates, ensuring they understand new capabilities and how to take advantage of them.
• Provide exceptional customer service: Ensure a consistently high level of service is delivered to clients, maintaining satisfaction and long-term loyalty.
• Generate cross-sell opportunities: Work closely with the sales team to identify and produce cross-sell opportunities that introduce additional products and services to existing clients.

Client Success Onboarding Specialist

• The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
• Interact with clients in verbal and written form.
• Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Work is generally independent and self-directed with little guidance required.

Wholesale Payments Client Onboarding Advisor

• Serve as a primary point of contact for clients throughout the onboarding journey
• Build trusted relationships with HNW/UHNW clients through proactive communication
• Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
• Guide clients through onboarding requirements and provide timely updates
• Review onboarding documentation for completeness, accuracy, and regulatory readiness
• Support process improvement initiatives focused on enhancing onboarding efficiency

Client Onboarding Associate

• Conduct vendor sourcing and onboarding, provide introductory training and process administrative updates to vendor information.
• Conduct high volume of prospective vendor screens and intake interviews as part of the sourcing strategy.
• Collaborate with Renovation, Turns, Service teams to ensure overall vendor sourcing and onboarding requests are completed.
• Issue Master Service Agreements and negotiate redline requests from vendors prior to submitting to Legal for approval.
• Maintain Vendor profile in Salesforce and provide weekly reporting to leadership identifying process status.
• Utilize score carding, metrics and reporting to suggest improvements in vendor onboarding.
• Perform ad-hoc projects and other duties as request.

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