Onboarding Specialist

• Client Onboarding: Manage the onboarding process for new clients by setting clear expectations, defining milestones, and tracking progress against onboarding goals.
• Education & Enablement: Support client education by integrating learning opportunities into onboarding and collaborating with the Content Creation team to prioritize and request the training resources clients need most.
• Process Monitoring: Use data and progress tracking to monitor client health during onboarding, identifying and addressing potential challenges early.
• Client Motivation: Keep clients engaged and motivated throughout onboarding, encouraging adoption of INNERGY processes and best practices.
• Communication: Maintain clear, consistent communication with clients, providing regular updates and documenting all interactions for cross-team visibility.
• Problem Solving: Identify and address challenges such as limited client engagement or resistance to change. Develop strategies to overcome these obstacles and keep onboarding on track.
• Feedback Loop: Gather client feedback throughout onboarding and share insights to help refine onboarding strategies and influence future training content priorities.

• Lead the development and process of customized onboarding plans and timelines for complex client relationships, ensuring full operational readiness by the agreed go-live date.
• Serve as a senior-level subject matter expert on Treasury Management products and services, advising clients and the Treasury Onboarding team on best practices and solution(s) alignment.
• Provide guidance on product capabilities, enhancements, implementation, regulatory considerations, and strategies.
• Maintain proactive, transparent, and strategic communication with clients and internal partners throughout the onboarding lifecycle.
• Deliver client training and ensure a seamless transition to ongoing support teams through a warm handoff process.
• Coordinate with specialized internal departments (e.g., ACH, Lockbox, Wires, Check Services) to ensure timely and accurate implementation of Treasury Management solutions.
• Resolve escalations and ensure alignment with team on client expectations and SLA commitments.
• Lead technical onboarding activities including system configuration, file testing, data mapping, and validation to ensure successful product deployment.
• Collaborate with IT and operations teams to troubleshoot and optimize technical integrations.
• Review and manage Treasury Management agreements, onboarding/offboarding requests, and internal documentation to ensure compliance, accuracy, and secure recordkeeping.
• Partner with leadership to assess regulatory standards and mitigate risk.
• Stay current on industry trends, emerging technologies, and Treasury Management innovations.
• Identify and implement process enhancements that improve efficiency, scalability, and client satisfaction.
• Provide oversight and support for account opening procedures and related documentation ensuring accuracy and adherence to internal policies.
• Perform additional responsibilities as assigned to support departmental goals, strategic initiatives, and client success.

Senior Treasury Management Client Onboarding Specialist

• Work with new clients to configure and set up their new site or sites
• Engage with current customers to support their customer experience
• Build and configure new client sites, oversee importing of data for clients
• Provide phone, email, and/or video assistance for customer configuration questions
• Teamwork - contribution to the team in communication, webinars, meeting participation, etc.
• Serve as a product expert, capable of assisting other AxisCare team members on questions they might have.

Customer Onboarding Manager

• Contribute to the development, documentation, and ongoing refinement of a comprehensive, client‑focused, and scalable client onboarding process for e2E.
• Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks.
• Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
• Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service‑level agreements (SLAs).
• Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
• Establish and manage onboarding schedules and task calendars for each assigned client.
• Coordinate payroll setup activities, including transitioning payroll providers when required.
• Perform general ledger mapping and ensure alignment with e2E accounting standards.
• Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
• Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
• Produce the first month of full‑charge bookkeeping for new clients as part of the onboarding process.
• Ensure accuracy and completeness of all adjusting journal entry schedules.
• Draft accounting manuals and onboarding checklists for new clients using established templates.
• Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
• Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
• Perform additional onboarding tasks and client‑related projects as assigned.

Client Onboarding Consultant

• 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

• Deliver an exceptional onboarding and implementation experience that drives adoption of Redgate solutions and ensures customers achieve their intended return on investment.
• Build strong partnerships with business and technical stakeholders, demonstrating knowledge and expertise across Redgate's solution areas.
• Own and co-manage Onboarding Plans, tracking progress against agreed milestones and KPIs in our CRM systems.
• Work closely with internal technical teams to remove blockers, resolve issues, and deliver implementation best practice.
• Coordinate with Redgate Professional Services and Premium Support where required, as per customer contracts.
• Lead customer meetings — both face to face and virtual — acting as a trusted ambassador for Redgate at all times.

Onboarding Manager

• Managing a book of up to 60 active clients simultaneously from kickoff through website launch
• Running 3–4 client Zoom calls per day (45–60 minutes each) to gather input, set expectations, and move projects forward
• Translating client vision into actionable steps for internal teams, ensuring accuracy and quality
• Monitoring project timelines and proactively addressing delays or blockers before they impact the client
• Maintaining high CSAT scores and a target of 3–5 Google Reviews per quarter
• Hitting a target of 15 website launches per month
• Coordinating closely with the Product Fulfillment Team to build and connect IDX feeds
• Documenting client interactions and task management in Salesforce
• Contributing to process improvements, new product rollouts, and team training/mentorship initiatives

• Enable scalability of Onboarding Managers by completing configuration tasks
• Build Salesforce reports and dashboards for customers
• Ensure data accuracy and monitor platform adoption trends
• Provide support in system setups and data sanitization
• Guide lower-complexity client portfolios through onboarding journey
• Build adoption dashboards and audit user license utilization
• Transform customer feedback into knowledge-base articles or video walkthroughs

Customer Onboarding Analyst

• Own end-to-end onboarding of new RCM clients, from signed contract through first clean claims and steady-state billing.
• Continuously building and maintaining the onboarding playbook (kickoff templates, configuration checklists, milestones, and timelines), so launches are consistent and not dependent on tribal knowledge.
• Refine playbook as we continuously collaborate with the SaaS teams.
• Define and deliver against onboarding targets, including time to first bill, time to activation, and clean-launch rate.
• Lead and develop the onboarding team (onshore and offshore), managing caseload and workload across concurrent launches.
• Partner with Business Development on clean sales-to-onboarding handoffs (complete client data, clear expectations, and contract terms), and flag deals at risk of stalling before activation.
• Coordinate system configuration and data migration with the builds and implementation function and with Product.
• Run the warm handoff with onboarding specialists to Client Experience and Operations once a client is live and billing.
• Track onboarding pipeline, status, and metrics in ABS as the single source of truth, and report progress to RCM leadership.
• Identify the root causes of activation delays and failures and drive the process improvements that remove them.

RCM Onboarding Manager

• Oversee Merchant Services Implementation and Product Setup Operations
• Manage the Operations Implementation team
• Lead all aspects of client onboarding and implementation lifecycle
• Establish timelines, track progress, and manage escalations
• Develop and implement business unit strategies
• Identify, assess, and mitigate operational and implementation risks
• Drive process improvement opportunities

Senior Manager – Merchant Services Onboarding Implementations

• 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

• 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.

• Sinch is hiring a Customer Onboarding Manager to help set up high-value customers for immediate success through defined implementation processes.
• Own and manage customer relationships from the point of sale through successful implementation.
• Take ownership of the onboarding process: Clearly communicate account setup requirements and expectations with customers.
• Educate customers on Sinch’s products, capabilities, and best practices to simplify adoption and align expectations.
• Record customer implementation needs, requests, and questions.
• Develop a deep understanding of customers' business and operational objectives.
• Act as central point of contact for the customer and as a customer advocate internally throughout the onboard process.
• Collaborate with the sales, operations, product and engineering teams.
• Establish strong relationships with new customer stakeholders and deepen relationships with existing customer stakeholders.
• Assist in developing measurements to help understand the impact of successful implementation.
• Create initiatives that help to drive successful product implementation.
• Quickly pick up and disseminate any updates to the product, both to your customers and to your internal teams as needed.
• Successfully transfer your customer relationships to a customer success manager after onboarding.

• Audit and validate all SAP customer master fields for onboarding records to ensure accuracy, consistency, and compliance with organizational standards
• Lead the analysis of customer-submitted documents to extract and interpret essential data elements
• Conduct meticulous quality checks to safeguard data integrity
• Identify and correct discrepancies in customer master data
• Partner closely with cross-functional teams, sales and Customer Engagement Managers to clarify data requirements
• Organize and maintain comprehensive records in accordance with company policies
• Utilize advanced SAP skills to input, validate, and maintain customer master data
• Create Master Load Templates (MLTs) based on customer input
• Review and analyze customer documentation to determine load parameters
• Assess and determines credit parameters for new accounts under a specified threshold
• Finalize the setup of customer accounts in SAP
• Complete specific data entry assignments tied to onboarding workflows
• Identify and escalate data discrepancies or incomplete information to Data Quality Specialists
• Perform updates to customer master records as needed

Data Quality Specialist II, Customer Onboarding

• Supervise and mentor teams supporting Commercial clients through onboarding process
• Onboard new commercial relationships with a focus on deposit and treasury management solutions
• Identify client service improvement opportunities
• Participate in projects for policy and procedure development
• Ensure compliance with risk, legal and audit procedures
• Provide timely feedback to relationship team and manage escalated issues

Commercial Client Onboarding, Deposit Account Supervisor

• 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.

Onboarding Specialist jobs in Texas

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Onboarding Specialist

Senior Treasury Management Client Onboarding Specialist

Customer Onboarding Manager

Client Onboarding Consultant

Customer Onboarding Specialist

Onboarding Manager

Onboarding Specialist

Customer Onboarding Analyst

RCM Onboarding Manager

Senior Manager – Merchant Services Onboarding Implementations

Onboarding Manager

Customer Onboarding Specialist

Customer Onboarding Manager

Data Quality Specialist II, Customer Onboarding

Commercial Client Onboarding, Deposit Account Supervisor

Customer Onboarding Specialist – Coffee Sales

Treasury Management Client Onboarding Specialist

Customer Onboarding Specialist

Customer Onboarding Specialist