Onboarding Specialist

• Lead the setup, configuration, and rollout of operational systems for new brands.
• Manage integrations between systems and internal/external platforms.
• Ensure systems are aligned with operational workflows and business requirements.
• Act as the primary owner of system configurations and structure.
• Find opportunities to improve workflows, automation, and system usage.
• Lead deployment of new features and capabilities, including AI agents and automation tools.
• Standardize processes and guidelines across all brands.
• Monitor system performance and drive ongoing improvements.
• Research and connect with new external providers in CRM, Fraud/Risk, and KYC domains.
• Conduct structured comparisons between vendors based on features, cost, scalability, and operational fit.
• Gather requirements from internal collaborators and translate them into solution criteria.
• Lead vendor demos, discussions, and evaluations.
• Maintain and coordinate knowledge bases across systems and brands.
• Ensure documentation is accurate, scalable, and supports operational teams.
• Conduct testing of new features, configurations, and integrations.
• Validate system functionality prior to rollout and identify issues for resolution.
• Build and maintain operational reports and dashboards.
• Provide insights and recommendations based on data.
• Act as a central point of contact between operations, product teams, and external vendors.
• Train Team Leaders and operational teams on systems and guidelines.

Onboarding and Solution Optimisation Manager

• 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 Specialist jobs in New Hampshire

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Onboarding and Solution Optimisation Manager

Onboarding Manager