Onboarding Specialist

• Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
• Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
• Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
• Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
• Gather required information, supporting documentation, and data to enable successful onboarding
• Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
• Provide regular onboarding status updates to management and escalate issues as appropriate
• Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
• Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
• Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
• Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed.

Client Onboarding Lead

• 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

• 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 Jersey

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Client Onboarding Lead

Manager, TA Ops, Process & Onboarding

Manager, TA Ops – Process & Onboarding

Onboarding Manager