Onboarding Specialist

• Drive and support the onboarding and vendor management processes
• Organizing, collecting and entering vendor data into Burlington systems
• Field vendor and merchant inquiries
• Collaborate with cross functional partners to provide a smooth onboarding process
• Respond promptly to vendor emails and inquiries
• Educate teams on flow of onboarding process
• Complete vendor forms/credit applications and provide resale certificates
• Maintain and assist vendors with contact and remittance information updates

Vendor Onboarding Coordinator

• Own the Advisor Onboarding Journey: Execute a seamless end-to-end onboarding process for advisors transitioning their practice to Savvy.
• Sales-to-Activation Handoff: Collaborate with the Growth team to ensure a smooth handoff; optimize advisor onboarding with key milestones that maximize impact in the first 90 days.
• Enable Early Adoption: Deliver initial training and resources that empower advisors to quickly leverage Savvy’s software, tools, and financial products.
• Deliver Speed to Revenue: Drive revenue results for the company by onboarding advisors quickly. Act as a day-to-day contact for advisors during the transition process.
• Balance several onboarding and activation processes while maintaining clear communications with stakeholders and remaining adaptive in a rapidly evolving environment.
• Monitor and report on transition progress and potential risk situations. Coordinate with the Client Servicing Team to ensure smooth client account transitions.
• Passion to do whatever it takes to solve complex problems and build scalable processes.
• Contribute to improving our capabilities by enhancing existing processes.

Onboarding Manager

• Own the end-to-end rollout and success of US customers, from onboarding through adoption and ongoing customer health
• Deliver dynamic training: Facilitate engaging and motivating online and onsite sessions that help caregivers activate voize quickly
• Drive adoption through clear processes, smart touchpoints, and proactive communication
• Monitor customer health, usage, and ticket patterns to spot risks proactively
• Run virtual touchpoints, office hours, and scalable enablement formats
• Create and optimize training materials: Continuously update and improve training content based on feedback and onboarding friction
• Collaborate with cross-functional teams: Work closely with Support, Product, and Customer Success teams to solve onboarding challenges and provide real-time feedback

Founding Onboarding & Customer Success Manager – AI health-tech

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Customer Onboarding Analyst

• 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

• Conduct thorough KYC and onboarding reviews to ensure all client documentation is complete, accurate, and compliant with regulatory requirements
• Review account opening packages completed by client-facing partners, verifying key details such as signatures, dates, ownership structures, and required documentation
• Open and code accounts across internal systems, ensuring proper setup and adherence to established procedures
• Identify and escalate non-standard or higher-risk scenarios to ensure appropriate risk mitigation
• Manage a high-volume workflow in a fast-paced environment while meeting service level expectations
• Partner with internal stakeholders and service teams to resolve issues and gather required information
• Support onboarding for a variety of account types, including individual, trust, corporate, custodial, IRA, and estate accounts
• Maintain a strong focus on quality assurance and consistency, recognizing the role’s direct impact on regulatory and reputational risk
• Identify opportunities to improve processes and contribute to operational efficiency

Client Onboarding Associate – Know Your Customer Verification, Wealth Management Accounts

• project managing the onboarding of new clients of Orion
• serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support
• manage process between onboarding and subject matter expert teams
• research all aspects of advisor's practice to be used in conversion process
• oversee timeline of conversion project with the historical analyst team
• prove accuracy of historical conversion projects by facilitating the compare of performance and quarterly reports
• review Information from Schedule D, creates Project Plan, and provides status updates during weekly conference calls
• send audit files to client and develops timelines for initial quarterly statement run
• process client requests regarding creation, update or cancellation of client, registration, and account or billing information
• make decisions based on facts and circumstances
• be responsible for setting up entire database framework
• lead weekly status phone call with client
• obtain required information from advisors and fund families
• determine and implement database settings for performance evaluations for quarterly reporting
• track and maintain all customer interactions via Salesforce.com CRM
• collaborate with SME teams to ensure Advisors are trained on Orion Connect prior to completion of initial onboarding

• Take charge of the new hire onboarding process, ensuring a smooth transition into the organization.
• Effectively communicates all pre-employment requirements to new hires, providing clear instructions and guidance.
• Ensure timely completion of onboarding tasks and screenings by new hires, monitoring progress through platforms like Smartsheet.
• File and organize preemployment documents, maintaining a systematic record-keeping system.
• Conduct check-ins with new hires at 15 and 30 days of employment to address any concerns and facilitate integration.
• Perform and track various background checks for both pre-employment and renewal purposes.
• Uses various Human Resource platforms such as ADP, iCIMS, and i9 Advantage.
• Respond to and process assigned tickets from the internal ticketing system promptly and efficiently.
• Actively participates in team meetings, fostering open communication and collaboration within the team.
• Contribute to the creation and improvement of Standard Operating Procedures (SOPs) for the onboarding process.
• Maintain access to and ensure the security of highly sensitive materials, upholding confidentiality standards.
• Ensure the maintenance of project productivity and quality goals, striving for continuous improvement.
• Communicate with team members and departmental managers, providing regular updates and addressing concerns promptly.
• Participate in other projects or duties as assigned.

• Take charge of the new hire onboarding process, ensuring a smooth transition into the organization
• Effectively communicates all pre-employment requirements to new hires, providing clear instructions and guidance
• Ensure timely completion of onboarding tasks and screenings by new hires, monitoring progress through platforms like Smartsheet
• File and organize preemployment documents, maintaining a systematic record-keeping system
• Conduct check-ins with new hires at 15 and 30 days of employment to address any concerns and facilitate integration
• Perform and track various background checks for both pre-employment and renewal purposes
• Uses various Human Resource platforms such as ADP, iCIMS, and i9 Advantage
• Respond to and process assigned tickets from the internal ticketing system promptly and efficiently
• Actively participates in team meetings, fostering open communication and collaboration within the team
• Contribute to the creation and improvement of Standard Operating Procedures (SOPs) for the onboarding process
• Maintain access to and ensure the security of highly sensitive materials, upholding confidentiality standards
• Ensure the maintenance of project productivity and quality goals, striving for continuous improvement
• Communicate with team members and departmental managers, providing regular updates and addressing concerns promptly
• Participate in other projects or duties as assigned.

Onboarding Specialist III

• Act as the primary liaison for new client relationships, providing guidance and support from initiation to completion of onboarding.
• Set and communicate clear timing, funding, and process expectations with clients and stakeholders.
• Lead all communication with internal and external stakeholders to ensure alignment and transparency throughout the onboarding process.
• Collaborate with cross-functional teams to address client needs, resolve issues, and ensure deliverables are met.
• Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders.
• Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.

• Own and manage onboarding of 8-12 enterprise clients simultaneously, guiding them through all phases of implementation and adoption. This includes both corporate legal departments and their law firms.
• Lead clients through onboarding projects ranging from 3-6 months, ensuring milestones, deliverables, and timelines remain on track.
• Identify, manage, and escalate risks to the onboarding project plans proactively before they impact outcomes.
• Partner with internal and external stakeholders to remove blockers and ensure successful implementation.
• Serve as the primary point of contact throughout onboarding.
• Lead kick-off meetings, project reviews, and training sessions.
• Build trusted relationships with senior legal, procurement, operations, finance, and technology stakeholders.
• Drive accountability while maintaining strong client relationships and a positive customer experience that builds long-term trust and growth opportunities.
• Develop expertise in the PERSUIT platform and associated workflows, including eBilling functionality and platform configuration.
• Guide clients through system setup, configuration, data readiness, and adoption activities.
• Collaborate with subject matter experts to support more complex technical requirements and integrations.
• Contribute to support ticket resolution and troubleshooting with users.
• Contribute to the evolution of onboarding playbooks, documentation, processes, and client communications.
• Identify opportunities to improve efficiency, scalability, and client outcomes.
• Leverage AI, automation, and operational tooling to streamline workflows and enhance the onboarding experience.
• Surface customer feedback and implementation insights to Product and cross-functional teams.
• Partner closely with Customer Success, Sales, Support, Product, Engineering, and other internal stakeholders to deliver a seamless onboarding experience.
• Share knowledge and best practices across the Customer Experience organization and the whole company.

• Execute the onboarding process for new accounts
• Facilitate client kick-off meetings and regular status updates
• Support user adoption by identifying potential roadblocks
• Conduct formal hand-off reviews
• Guide clients through standard setup and best practices
• Deliver training sessions and create resources
• Assist with standard software integrations and data imports
• Troubleshoot technical issues during the implementation phase

Customer Onboarding Specialist

• 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 onboarding meetings with new clients via Zoom
• Guide clients through the intake process and onboarding forms
• Gather client requirements and communicate key information to the internal team
• Explain AI solutions, processes, and expectations in a clear, client-friendly manner
• Serve as the primary point of contact during the onboarding process
• Ensure clients feel supported, informed, and confident throughout their onboarding experience
• Maintain accurate client records and onboarding information within CRM and internal systems
• Coordinate with internal teams to ensure a smooth onboarding process
• Follow up with clients to gather required information and keep onboarding on track
• Assist with customer support inquiries and ongoing client communication as needed
• Learn and maintain a basic understanding of the company's AI solutions and services
• Perform other duties related to the position as assigned

Client Onboarding Specialist, AI Tools

• Consult homeowners on vacation rental best practices for providing 5-star guest experiences and the impact guest reviews have on revenue generation
• Build a strong and strategic relationship with the owner and Evolve
• Respond to homeowners’ inquiries, requests, and needs via phone, email, and text promptly in high-quality touchpoints and hold yourself accountable for the quality and timeliness of your deliverables to ensure strong client relations and partner success
• Onboard and manage a continually moving pipeline of new owner partners from the point of signing up through activation
• Utilize internal dashboards and resources to analyze market-specific data to set realistic expectations for performance and distill information for the owner
• Responsible for making independent and critical business decisions in Evolve's best interest. These decisions may be related to profitability, ROI, or partnership readiness with the property and owner.
• Collect relevant property details and utilize Evolve tools and resources to ensure brand standards and expectations are met
• Research, diagnose, and recommend solutions to scenarios or problems that are varied but similar by utilizing resources and adapting solutions for specific situations
• Maintain adherence to team and company standard operating procedure (SOP) while meeting performance and behavior expectations
• Hold yourself accountable for measuring and meeting predefined performance objectives

Customer Onboarding Consultant

• Lead clients through onboarding: guide enterprise customers through a structured implementation combining system training, data migration, and configuration to deliver fast, measurable value from day one
• Solve edge cases: when a customer's loan products or operational workflows don't map cleanly to Hypercore's current capabilities, you'll find the path forward working directly with Product and Engineering
• Own reconciliation: dive deep into loan-level numbers, identify mismatches between customer source data and Hypercore, and drive them to resolution with precision
• Manage stakeholders: run project timelines, communicate risks early, and keep senior stakeholders aligned across multi-month implementations

Onboarding Specialist jobs in New York

See all jobs on JobTailor

Vendor Onboarding Coordinator

Onboarding Manager

Founding Onboarding & Customer Success Manager – AI health-tech

Customer Onboarding Analyst

Onboarding Manager

Client Onboarding Associate – Know Your Customer Verification, Wealth Management Accounts

Onboarding Specialist

Onboarding Specialist

Onboarding Specialist III

Onboarding Manager

Onboarding Manager

Customer Onboarding Specialist

Client Onboarding Associate

Client Onboarding Specialist, AI Tools

Customer Onboarding Consultant

Onboarding Manager – Enterprise Private Credit