Onboarding Specialist

• Manage installations and ensure site readiness for all new and existing accounts within the assigned territory.
• Utilize Salesforce to communicate effectively, manage operations, and track service needs with Service Supervisors and Technicians.
• Conduct onboarding and refresher training for new accounts, creating training materials and delivering presentations to diverse groups.
• Work closely with customer account leads, distributors, and service teams to ensure successful onboarding and identify incremental and cross-selling opportunities.
• Oversee product compliance with Nestlé Professional Solutions owned dispensers and optimize brand merchandising at the point of consumption.
• Be prepared for physical tasks, including setting up coffee machines and equipment, while managing both mental and physical demands of the role.

Customer Onboarding Specialist – Coffee Sales

• Provides a highly personalized onboarding experience for all Treasury Management clients.
• Onboard all Treasury products and services for new and existing Treasury clients with emphasis on accuracy and timeliness.
• Collaborates with Treasury Sales to identify a prospect’s need for new Treasury service set-up.
• Reviews and manages all Treasury Management agreements, internal forms, and off boarding requests to ensure proper execution and storage.
• Performs installation, system and file testing, and all onboarding support for the Treasury Management client.
• Schedules and completes Treasury product training with Treasury Management client and completes a warm introduction to Treasury Management client support for ongoing service needs.
• Supports new accounts opening and related processes including document management as needed for the Treasury Management client.
• Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings as required.
• Performs other duties as required.

Treasury Management Client Onboarding Specialist

• Lead customers through a structured, fast-paced onboarding program focused on time to value while ensuring key milestones are met.
• Facilitate kickoff calls, enablement sessions, and launch discussions to support platform adoption.
• Guide customers on core platform setup, including license distribution, permissions, and engagement strategies.
• Deliver enablement sessions for Admins, Managers, & Learners providing training on platform functionality.
• Assist customers in crafting and implementing a launch plan to drive initial engagement.
• Track onboarding progress, ensure customer participation, and adjust guidance based on customer needs.
• Work closely with Sales, Customer Success, and Support teams to align efforts during onboarding and ensure a smooth customer transition post-onboarding.

Customer Onboarding Specialist

• Lead customers through stages of the card journey, from card application to ordering to first swipe completion, ensuring a timely and smooth process.
• Educate customers on how to use Mudflap’s fuel card and associated platforms effectively, addressing any questions or concerns.
• Monitor and track your prospects’ progress using CRM tools (e.g., HubSpot), ensuring all their data and your interactions are accurately documented.
• Identify and resolve application and onboarding barriers, escalating issues when necessary to internal teams.
• Proactively engage with customers to action to foster initial usage, focusing on creating long-term value and retention.
• Collaborate with cross-functional teams to refine the PLG motion and contribute to scalable best practices.
• Deliver exceptional customer experiences by maintaining a professional, empathetic, and customer-focused approach in all interactions.

• Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts.
• The Commercial Client Onboarding Specialist communicates directly with clients and works as the liaison between the client and our internal teams for all matters relating to account/service on-boarding.
• Responsible for providing all commercial DDA clients with high-touch, value added support and ensuring all documentation requirements for Deposits and Treasury Management have been met.
• A successful Commercial Client Onboarding Specialist will have a strong customer-centric focus, provide high quality customer service, understand the client's needs, and sets clear expectations with our clients.
• Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
• Effectively prioritize work efforts to meet client deadlines using bank approved resources.
• Utilize internal systems to collect information, prepare and validate documentation, and accurately request commercial payment services.
• Maintain accurate and up-to-date records of all onboarding activities.
• Ensures client satisfaction through partnership with the Commercial Payments Sales Team by providing expedited timely responses to requests.
• Sets and manages client expectations through clear communication, precise & immediate follow-ups to internal & external clients; Drives problem resolution and escalates as necessary following the defined channels.
• Provides advice, guidance, and insight to support the relationship.

Commercial Client Onboarding Specialist

• Act as the single point of ownership for international onboarding activities related to new Tech Sourcing opportunities.
• Own and maintain the international onboarding framework, including processes, tools, and governance across pre‑sales, onboarding, transition.
• Advise Sales teams & ISP’s during the business intake and onboarding process on delivery capability, service models, and solution options with service design and transition if applicable (SD&T).
• Assess customer requirements against standard Global TechSourcing services, identifying non‑standard requests, risks, and operational or financial impacts.
• Review and approve service and transition design documentation where documentation does not exist, design and document fit‑for‑purpose operational solutions.
• Develop and maintain supporting documentation (e.g., how-to guides and customer-specific process instructions) in partnership with Service Design & Transition (SD&T) to enable consistent execution by global delivery teams.
• Proactively recommend innovative, efficient, and scalable solutions that improve productivity and leverage available tooling, service provider capabilities, and internal policies.
• Support the onboarding across US/CA, particularly for service extensions or where a dedicated SD&T is not assigned.
• Lead and coordinate cross‑functional, geographically dispersed teams to achieve successful onboarding outcomes.
• Build and maintain strong working relationships with international stakeholders, including Business Enablement, Service Design, Transition, and Delivery teams.
• Partner with Global TechSourcing and regional teams to ensure awareness of upcoming opportunities, confirm resource readiness, and support successful delivery planning.
• Promote an automation‑first and digital‑enablement mindset across onboarding and service delivery activities.
• Contribute to continuous improvement initiatives that enhance onboarding efficiency, service quality, and customer experience.
• Provide operational guidance and oversight for complex TechSourcing engagements, often involving integrated Professional Services.
• Support the development and execution of service improvement plans and the continued evolution of international services.
• Develop and maintain a strong understanding of the organization’s international delivery capabilities, including global service providers and solution offerings.
• Clearly articulate international service capabilities to internal teams and stakeholders to support confident and informed decision‑making.

International Onboarding Specialist

• supervise and mentor teams supporting Commercial clients through onboarding process
• responsible for onboarding new commercial relationships, focusing on deposit and treasury management solutions
• ensure proper backup support for the team during leaves of absence, vacations, and illnesses
• provide day-to-day support and guidance across all aspects of client onboarding process
• meet with other LOBs to create partnerships among teams
• identify opportunities regarding Client service improvement to internal partners
• ensure compliance across all teams

Commercial Client Onboarding & Account Supervisor

• Lead and manage the onboarding process across all sub-departments
• Managing background checks and MVRs for candidates being pushed through the pre-employment screening process
• Attend weekly meetings to remain up to date on company goals and vision
• Collaborate with HR, Recruiters, and Hiring Managers to understand hiring needs and expectations
• Collaborate with Hiring Managers to ensure all pre-onboarding paperwork and HRIS are set up before the new hire’s start date
• Responsible for pushing through all new hires to active in HRIS after receiving roll call from trainers and updating ATS to display accuracy for attendance
• Continuously evaluate and improve the onboarding experience to ensure it is streamlined, engaging, and effective in promoting long-term employee satisfaction and retention
• Protects confidentiality by keeping personal information confidential
• Responsible for back-ups if Onboarding Specialists or Recruiting Leads are using PTO
• Other duties as assigned by Talent Acquisition Manager

• Lead client onboarding from kickoff through transition to recurring teams
• Serve as the primary client contact; manage scope, timelines, budgets, and deliverables
• Implement and optimize cloud accounting platforms (Intacct, QBO, NetSuite)
• Integrate third-party tools (bill pay, payroll, expense management)
• Identify risks, resolve issues, and drive process improvements
• Provide initial accounting support, including reconciliations and financial statements
• Review financials and ensure GAAP-compliant, accurate reporting

Onboarding Manager, Client Accounting Services

• Manage end-to-end onboarding for all Non-Driver hires, including background checks, pre-employment paperwork, I-9s, E-Verify, and HRIS entry.
• Facilitate and support new hire orientation sessions for employees.
• Monitor pre-employment requirements and escalate discrepancies or compliance concerns.
• Act as a liaison between Hiring Managers, IT, payroll, and facilities to ensure all onboarding needs are met.
• Ensure compliance with all federal, state, and company onboarding regulations.
• Maintain accurate and complete digital and physical personnel records.
• Conduct audits to ensure I-9 and onboarding documentation is in compliance.
• Maintain and update onboarding processes in the HRIS system.
• Assist in documenting SOPs and continuously identifying improvement opportunities.
• Support vendor relationships related to background screening and onboarding tools.
• Track Onboarding KPIs including time-to-clear, time-to-start, and process adherence.
• Run and distribute regular reports to stakeholders.

HR Onboarding Specialist

• Coordinates onboarding programs for Property Management new hires, ensuring a structured and consistent onboarding experience
• Collaborates with Human Resources on preboarding activities, HRIS integration, and completion of required documentation and compliance training, including Fair Housing, Harassment Prevention, and Safety
• Delivers virtual and/or in‑person orientation sessions aligned with company culture, policies, and regulatory requirements
• Designs, updates, and maintains onboarding schedules, materials, learning paths, and resources to support new hire readiness
• Partners with the Lead Onboarding Specialist and hiring managers to customize onboarding plans based on role requirements, workforce needs, and evolving business priorities
• Oversees course enrollment, progression, and completion within the Learning Management System (LMS), including follow‑up on overdue or incomplete training
• Serves as a primary point of contact for new hires throughout the onboarding period, providing guidance, clarification, and ongoing support
• Ensures new employees have timely access to required tools, systems, credentials, and job‑specific resources by coordinating with IT and department leaders and resolving access issues efficiently
• Provides instruction and support related to system usage, technology tools, and locating role‑specific resources
• Fosters a welcoming and inclusive onboarding experience that reflects company values, supports engagement and retention during the first 90 days, and includes 30‑, 60‑, and 90‑day check‑ins or surveys
• Partners with HR Onboarding Specialists and HR Business Partners to identify trends and address early performance or engagement concerns
• Evaluates onboarding effectiveness by tracking completion rates, analyzing data and feedback, reporting progress to business leaders, and recommending continuous improvements
• Supports additional initiatives and projects as assigned, including system enhancements, property takeovers, acquisitions, or portfolio expansions requiring onboarding support

Property Management Onboarding Specialist

• Coach and mentor a current team of Onboarding Managers, helping them deliver consistently excellent customer experiences. Support and develop team members through 1:1s, shadowing calls, and skill-building sessions.
• Set clear milestones and performance goals tied to customer activation metrics, to include Onboarding of new clients, and Everboarding of existing clients to include new users and feature adoption/activation at scale.
• Build a culture of continuous improvement, teamwork, and customer empathy.
• Manage onboarding and everboarding for Skimmer’s larger or more strategic mid-sized clients, providing tailored implementation and training.
• Design and refine scalable digital-led/tech touch onboarding and everboarding processes that drive rapid adoption through both digital-led automation and tech touch, and measurable success within the first 30 days.
• Maintain visibility into team capacity and customer onboarding and everboarding progress; proactively assist where needed.
• Partner closely with Sales, Support, Product, and Customer Success to ensure a seamless handoff from signature to onboarding to ongoing account management.
• Standardize workflows, playbooks, and onboarding/everboarding templates to ensure consistency across all customer segments.
• Track and analyze onboarding/everboarding metrics (time-to-value, activation success rate, customer satisfaction) and identify areas for improvement.
• Develop onboarding resources and self-service materials that extend reach and reduce time-to-launch.
• Collaborate cross-functionally with Account Management, Support, and Product to streamline the onboarding experience.
• Work across teams to deliver one-to-many onboarding/everboarding opportunities for Pros to learn to optimize their Skimmer usage.

Team Manager, Customer Onboarding

• You'll assist recruiters with collecting candidate offer letters, I9 documentation and other relevant onboarding information.
• This role will be on camera with new hires often, as completing I9s for high-volume hiring efforts is a key responsibility.
• You'll manage multiple steps in the onboarding process including, but not limited to, submitting & reviewing background checks, sending new hire documentation, and completing the hiring process via UKG.
• You will maintain new hire rosters and communicate information to partners in IT and Facilities for equipment shipping/pick-up, tracking, etc
• You will be responsible for candidate engagement from the time an offer is accepted until a new hire’s first day of training
• You will manage a high volume of emails to & from new employees with questions, concerns, and onboarding updates.
• You will assist the TA Operations team with various projects throughout the year including, but not limited to, Employee Referral Program, Recruitment Marketing, UKG, Greenhouse, Audits

See all jobs on JobTailor

Customer Onboarding Specialist – Coffee Sales

Treasury Management Client Onboarding Specialist

Customer Onboarding Specialist

Customer Onboarding Specialist

Commercial Client Onboarding Specialist

International Onboarding Specialist

Commercial Client Onboarding & Account Supervisor

Onboarding Specialist

Onboarding Manager, Client Accounting Services

HR Onboarding Specialist

Onboarding Specialist

Property Management Onboarding Specialist

Team Manager, Customer Onboarding

Talent Acquisition, Onboarding Specialist