Onboarding Specialist

• Define and execute the onboarding and early lifecycle engagement strategy for Small Business Credit Card customers
• Create customer journeys that educate, activate, and deepen engagement during the critical first 90 days of the customer relationship
• Identify opportunities to improve customer activation, digital wallet enrollment, feature adoption, spending behaviors, and overall customer satisfaction
• Develop a forward-looking roadmap that aligns customer needs, business goals, emerging capabilities, and industry trends
• Continuously evaluate program performance and implement enhancements that improve customer outcomes and business results
• Serve as the marketing lead for onboarding initiatives from concept through delivery
• Provide strategic and creative direction to internal stakeholders and agency partners
• Collaborate with product, analytics, digital, technology, servicing, operations, compliance, legal, and brand teams to deliver effective customer experiences
• Drive alignment across multiple stakeholders while balancing competing priorities and business objectives
• Ensure efficient execution through clear communication, project leadership, and strong operational discipline
• Present recommendations, business cases, and performance insights to senior leadership
• Champion customer-centric thinking throughout the organization
• Foster innovation by bringing new ideas, best practices, and emerging marketing strategies into the onboarding experience
• Influence across a highly matrixed environment.

Lead Product Manager, Customer Onboarding, Lifecycle Engagement

• Providing tailored services for paid implementation clients including but not limited to consulting, building and graphic design
• Providing clients with creative direction and solutions to problems via tickets and phone calls and screen sharing
• Working closely with the client to curate their onboarding journey and see that apps pass internal review in six weeks or less from signup
• Reviewing client apps for quality assurance
• Working with your team on new projects and ideas to better the client experience
• Troubleshooting complex issues

Customer Onboarding Specialist

• Own and continuously improve the end-to-end onboarding experience for all new sales hires
• Develop structured 30-, 60-, and 90-day onboarding and ramp plans with clear milestones and expectations for the first year
• Ensure new sellers complete onboarding requirements and achieve defined readiness milestones
• Create an engaging onboarding experience that builds confidence, capability, and connection to the organization
• Deliver training on core sales systems, tools, and internal processes
• Train new sellers on: CRM and sales technology platforms
• System organization and workflow best practices
• Service Agreement accounts and quota assignments
• Sales Incentive Compensation (IC) Plan
• Sales process, methodology, and the business rationale behind each stage
• Dashboard navigation and performance reporting
• Design and manage seller ramp-up plans that accelerate time to productivity
• Define onboarding KPIs, success metrics, and expected deliverables for each stage of onboarding
• Monitor onboarding progress and proactively identify sellers needing additional support
• Partner with sales managers to support successful onboarding and seller development
• Provide managers with regular feedback regarding new hire progress, readiness, strengths, and development opportunities
• Coach leaders on onboarding best practices and strategies to improve seller engagement and performance
• Analyze trends and recommend improvements that enhance onboarding effectiveness
• Continuously refine onboarding content, processes, and learning experiences based on business needs and participant feedback.

Sales Onboarding & Enablement 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 Manager

• The Client Onboarding Advisor I is directly responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• Provide a best-in-class client experience, enabling Truist to achieve our vision and improve revenue realization.
• Apply knowledge expertise along with outstanding client service and communications skills to execute timely and proficiently on client requests.
• Own the overall implementation effort and client experience – ensuring that implementations are completed in a timely and successful manner even when aspects are delegated to others.
• Interact with clients in verbal and written form.
• Collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Work is generally independent and self-directed with little guidance required.

Wholesale Payments Client Onboarding Advisor

• Assist candidates with completing and verifying new hire paperwork to meet internal, Medicaid, and regulatory standards.
• Process and review background checks for compliance.
• Manage onboarding documentation and maintain electronic records in OnTarget.
• Schedule and coordinate required training including AIM, CPR/FA, and Core Competency.
• Liaise between new hires and internal departments for a seamless onboarding experience.
• Track and update candidate pipelines using applicant and hiring systems.
• Provide weekly reporting to management on onboarding and hiring metrics.

Onboarding Coordinator

• Conduct vendor sourcing and onboarding, provide introductory training and process administrative updates to vendor information.
• Conduct high volume of prospective vendor screens and intake interviews as part of the sourcing strategy.
• Collaborate with Renovation, Turns, Service teams to ensure overall vendor sourcing and onboarding requests are completed.
• Issue Master Service Agreements and negotiate redline requests from vendors prior to submitting to Legal for approval.
• Maintain Vendor profile in Salesforce and provide weekly reporting to leadership identifying process status.
• Utilize score carding, metrics and reporting to suggest improvements in vendor onboarding.
• Perform ad-hoc projects and other duties as request.

Onboarding Specialist jobs in North Carolina

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