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.

Senior Operations Manager – Client Onboarding, Commercial Banking

• Lead Implementations: Manage end-to-end product implementation projects for Eltropy’s customers, ensuring successful deployment, integration, and adoption of our solutions.
• Customer-Centric Delivery: Maintain an unwavering focus on customer success and satisfaction, ensuring Eltropy’s solutions meet client business objectives and deliver measurable value.
• Cross-Functional Collaboration: Work seamlessly across departments, partnering closely with Sales, Product, Engineering, and Support teams to ensure alignment on project goals, customer needs, and product roadmap.
• Project Management Excellence: Utilize strong organizational and project management skills to ensure clear scope, aligned expectations, and accountability across internal and external stakeholders, driving projects to successful completion in a positive and collaborative manner.
• Process Improvement & Scalability: Identify opportunities to enhance existing professional services processes, tools, and methodologies, driving consistency, efficiency, and scalability as Eltropy continues to grow.

Onboarding Manager

• ● Onboarding: Onboard location(s) for different brands for diverse products assigned. **● Vertical-Specific Expertise: **Develop deep knowledge and expertise in diverse onboarding processes, such as point-of-sale (POS) systems, third-party integrations, direct ordering systems, etc. **● Testing and Validation:** Conduct testing to ensure the system or product functions correctly and meets the specified requirements. Validate that all components are working as expected before full deployment. **● Client Communication: **Communicate with clients when needed via email or phone to discuss onboarding requirements. ****● Collaborative Projects:** Collaborate with internal and/or external teams to find solutions, ensuring that customer’s onboarding problems are resolved comprehensively. **● **Documentation:** Create and maintain brand-specific documentation to ensure successful onboarding based on brand requirements. **● **Managing Work Queues:** Monitoring and prioritizing tasks assigned to ensure timely completion.

Customer Onboarding Specialist

• Provide personalized onboarding support for customers who sign up for our Fast Track Packages.
• Help Fast Track customers solve existing onboarding issues through engagement that meets their onboarding demands.
• Able to provide compliance guidance for all A2P products.
• Manage Onboarding SLAs and credit utilization for each product
• Partner with operations teams to scale onboarding volumes per assigned customer
• Join weekly calls with customers to report metrics and review any open items or additional onboarding needs
• Wear the Customer Shoes: Provide onboarding support for common customer inquiries through slack in addition to Service now; to ensure customers have an excellent experience with Twilio.
• Draw the Owl: Assess the nature of product or service issues and resolve basic level problems
• Ruthlessly Prioritize: Log customer interactions and tag/categorize issues accordingly.
• Be Bold: Diagnose trends and report findings to our product team to ensure product related issues are resolved

Onboarding Specialist 2

• Provide administrative and operational support for the client onboarding process.
• Assist with preparing, tracking, and documenting new client requests while supporting related compliance and administrative activities.
• Review submissions for completeness and accuracy prior to further review.
• Track onboarding requests and maintain status updates in internal systems or trackers.
• Route requests and supporting documentation to appropriate stakeholders.
• Follow up with internal teams to gather missing information or required approvals.
• Maintain organized electronic files and documentation related to onboarding activities.
• Record approvals, comments, and supporting materials throughout the workflow.
• Support reporting, data entry, and process tracking related to onboarding activities.
• Monitor outstanding items to help ensure deadlines are met and escalate delays when necessary.
• Assist with background checks, compliance documentation, and related processes as applicable.
• Support internal review processes, including coordination and documentation of inquiries.
• Perform general administrative tasks to support the client onboarding lifecycle.
• Maintain confidentiality of sensitive client and organizational information at all times.

Client Onboarding Assistant

• Manage the alternatives data onboarding process for new and existing Addepar clients, which includes but is not limited to:
• Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates
• Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process, including generation, client follow-up for signatures, and ensuring timely completion
• Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries
• Coordinate Credential Management: Establish and securely store client credentials within LastPass, ensuring adherence to security protocols
• Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations
• Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards
• Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce
• Working with AI initiatives: Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle

See all jobs on JobTailor

Senior Operations Manager – Client Onboarding, Commercial Banking

Onboarding Manager

Customer Onboarding Specialist

Onboarding Specialist 2

Client Onboarding Assistant

Data Onboarding Specialist