Onboarding Specialist

• Collaborate with internal technical teams to configure, deploy, and validate client-specific instances of the Veremark platform.
• Ensure all client requirements, workflows, and configuration details are accurately captured and implemented.
• Work closely with IT to troubleshoot any configuration or integration issues throughout onboarding.
• Manage all onboarding activities, tasks, and documentation via Monday.com, ensuring a fully auditable onboarding record for every client.
• Develop and deliver comprehensive user-training sessions (virtual or in person) to ensure clients can independently navigate and operate the Veremark platform.
• Partner with the Customer Success function to produce and distribute digital training assets and client-facing resources.
• Coordinate with Finance to ensure clients are correctly configured in all finance systems for accurate and timely invoicing.
• Act as a cross-functional liaison between Technical, Finance, Customer Success, and Account Management teams to resolve onboarding or configuration-dependent issues.
• Own the full 90-day onboarding project plan, including milestone tracking, risk management, and stakeholder communication.

Onboarding Manager

• Manage client onboarding activities in line with SOPs, compliance rules, and internal policies
• Handle client queries professionally and in a timely manner
• Coordinate closely with onshore colleagues and internal business teams
• Support high-volume onboarding projects and oversee ongoing onboarding activities
• Facilitate communication with clients, sales teams, and internal stakeholders
• Escalate and manage complex customer communications when needed
• Contribute to process improvements and share updates with the team
• Conduct CDD/KYC reviews, risk classification, and portfolio reviews
• Track missing requirements and monitor action points to closure
• Support or assist with ad-hoc projects as required

Client Onboarding Specialist

• Lead a professional operations team by delegating responsibilities effectively, maintaining appropriate staffing levels, and ensuring the team consistently delivers high-quality outcomes.
• Oversee the end-to-end quality and efficiency of team output, identifying areas for improvement and implementing solutions that enhance operational performance.
• Manage the full employee lifecycle for direct reports, including performance evaluations, compensation decisions, hiring, and where necessary, disciplinary actions.
• Develop and manage team budgets, shape operational policy, and coordinate short-term resource planning to meet business demands.
• Resolve complex and high-impact operational issues, applying deep knowledge of how the team's work integrates across the broader function to deliver coordinated solutions.
• Act as a subject matter expert to senior stakeholders, providing evaluative judgment in ambiguous or high-complexity situations to guide sound business decisions.
• Uphold regulatory and compliance standards by ensuring all procedures are followed, risks are appropriately assessed, and any control issues are escalated and resolved with transparency.

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Onboarding Manager

Client Onboarding Specialist

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