Onboarding Specialist

• Own a portfolio of roughly 20 concurrent implementations for Kojo's largest customers
• Scope engagement's requirements, deliverables, and timelines with stakeholders
• Sequence new customer product training as per role priorities
• Build relationships across key stakeholders in customer organizations
• Track usage against account adoption goals, addressing issues proactively
• Use AI-assisted analysis to identify emerging themes and customer signals
• Synthesize feedback into actionable analytics for product development

Customer Onboarding Manager, Enterprise

• Manage onboarding for new commercial relationships, including deposit accounts and treasury management services
• Coordinate the setup of account structures and service configurations
• Facilitate onboarding for products including, but not limited to, online banking, ACH, wires, RDC, and IntraFi (ICS/CDARS) services
• Review and validate all required documentation in accordance with CIP/CDD and internal policies
• Prepare, generate, and distribute account opening and TM service agreements for client execution
• Ensure proper collection, retention, and filing of documentation for audit and compliance purposes
• Maintain familiarity with business entity structures (LLCs, Corporations, Partnerships, Trusts, etc.) and related documentation requirements
• Serve as a primary point of contact during onboarding for TMOs, internal partners, and clients
• Coordinate directly with clients to gather information, clarify requirements, and provide status updates
• Manage the onboarding lifecycle from intake through implementation and handoff to support teams
• Track onboarding status and ensure all steps are completed within expected timelines
• Perform quality assurance checks on account setups and service configurations prior to client handoff
• Support ongoing process improvements and documentation updates
• Provide backup support across onboarding, support, or operations functions as needed
• Perform other duties as assigned

Client 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.

• Daily interactions with candidates, via email, phone, text to support and manage the needs through the onboarding process
• Monitor Zendesk and shared email inboxes
• Follow up with new employees to evaluate on-boarding experience and recommend ways to enhance the new hire onboarding programs and experience
• Candidate data management within the ATS system and complete onboarding form
• Follow-up with the Onboarding Coordinators on candidates’ backgrounds, I-9, and fingerprinting
• Preparing onboarding details, requesting of badges, technology needs, and support continuous communication with candidates
• Weekly dashboards/reports on candidate state of readiness within Smartsheet
• Regularly assesses and recommends program changes and enhancements to drive better retention and engagement of new hires

Onboarding Coordinator – Temporary

• 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

• Coordinate onboarding activities across customers and internal teams to ensure a smooth implementation experience.
• Build and maintain strong relationships with dental practices through proactive communication, responsiveness, and customer advocacy.
• Guide customers through onboarding milestones, helping practices remain on track for a successful implementation.
• Manage multiple onboarding projects simultaneously while maintaining a high level of organization and attention to detail.
• Deliver virtual training sessions covering Flex products and workflows.
• Educate customers on product functionality, best practices, and workflow optimization to drive successful platform adoption.
• Provide ongoing coaching and guidance to ensure customers are confident using the Flex platform.
• Tailor training and communication to meet the unique needs of each practice.
• Address customer questions, concerns, and implementation challenges in a timely and professional manner.
• Partner with Customer Support, Customer Success, Product, and other internal teams to coordinate resolutions and ensure a positive onboarding experience.
• Assist with customer support inquiries as business needs require.
• Communicate implementation risks, customer feedback, and project updates to appropriate internal stakeholders.
• Stay current on dental industry trends, Open Dental updates, and enhancements to the Flex platform.
• Identify opportunities to improve onboarding processes, training materials, and the overall customer experience.
• Share customer feedback and implementation insights with internal teams to support continuous product and process improvement.
• Perform other duties as assigned that contribute to the success of the company.

Client Onboarding Liaison

• 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

• 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

• Run one-on-one, best in class onboarding sessions with your assigned customers, including coaching customers through list growth, automations, campaigns and more
• Grow and develop junior team members and act as an escalation point
• Consistently meet and exceed onboarding health targets
• Become a critical voice on the team in iterating on our customer journey. Actively contribute to deep collaboration among sales and product teams in order to create the most seamless onboarding experience
• Develop and maintain deep expertise in our product, services, and of the marketing technology domain, including industry trends, compliance/regulatory considerations and trendsetters
• Guide customers through multi-channel marketing strategy, helping them understand how to coordinate messaging across channels to maximize reach, engagement, and revenue
• Develop onboarding frameworks and best practices that account for the full breadth of a customer's marketing stack, ensuring Postscript is deeply integrated into their broader retention and lifecycle programs

Senior Customer Onboarding Manager

• Lead onboarding consultations with key decision-makers, aligning expectations, defining success metrics, and establishing implementation roadmaps.
• Serve as the primary contact for executive stakeholders, ensuring proactive communication and alignment throughout onboarding.
• Identify and mitigate potential roadblocks, coordinating with internal teams and escalating when needed to maintain momentum.
• Partner with Success and Support teams to ensure smooth post-installation transitions and long-term client adoption.
• Conduct detailed configuration calls, aligning system setup with complex multi-location operations and client workflows.
• Collaborate with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations.
• Ensure technical components are thoroughly tested and validated to minimize go-live risks.
• Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.
• Maintain comprehensive documentation in CRM and project management tools for team visibility.
• Develop and refine onboarding playbooks, using data and client feedback to enhance processes.
• Consistently meet or exceed KPIs, including time-to-install, activation rates, and NPS/CSAT scores.
• Analyze onboarding performance trends to identify operational efficiencies and improve client outcomes.
• Lead internal training and contribute to knowledge-sharing initiatives to strengthen team capabilities.
• Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.
• Review and verify outcomes before submission to maintain consistency and high-quality standards.
• Identify and address process gaps or errors to drive continuous improvement and operational excellence.

• Own end-to-end onboarding execution from commercial handover to go-live, ensuring every merchant is accurately configured and ready to transact on time
• Coordinate across Sales, Underwriting, Compliance, and Product to keep onboarding timelines on track and escalations resolved quickly
• Serve as the direct point of contact for merchants during onboarding — setting clear expectations, communicating status proactively, and resolving issues before they become blockers
• Manage account configuration including processing parameters, settlement structures, gateway provisioning, and reporting setup
• Maintain a clean handoff to the post-go-live stabilization team, ensuring full documentation of each merchant's setup
• Leverage AI tools to streamline merchant communications, automate status tracking, and accelerate configuration workflows wherever possible
• Serve as PAR's internal center of expertise on payment gateway operations, merchant acquiring, and onboarding compliance requirements (KYC/KYB, card network rules, tokenization, regulatory standards)
• Advise Sales and Account Management on how to structure deals that are commercially attractive and operationally executable
• Build and maintain onboarding playbooks, process documentation, and training materials — using AI-assisted tools to keep them current, searchable, and scalable
• Analyze onboarding data and SLA metrics to identify friction points and drive continuous improvement; apply AI-driven analytics to surface patterns and prioritize fixes faster
• Educate internal teams on regulatory updates, processor changes, and evolving scheme requirements
• Stay current on emerging AI applications in payments and onboarding, and bring forward concrete recommendations for adoption
• Manage, coach, and develop a team of two onboarding specialists through regular 1:1s, performance feedback, and skills development
• Actively build your team's AI fluency — embedding AI tools into daily workflows and creating space to experiment, learn, and iterate
• Monitor team workload, queue health, and SLA adherence — escalating where needed and removing blockers proactively
• Conduct regular quality audits on onboarding work to ensure accuracy and compliance readiness

Payments Manager, Merchant Onboarding

• 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

• Own the product roadmap for KYC, KYB, and onboarding — the systems that decide who gets access to Sphere's infrastructure and how fast they get there, for both businesses and individuals, balancing conversion speed against the compliance rigor regulated financial infrastructure demands.
• Drive strategy for the onboarding API and SDK, making it easy for integrators to build on Sphere's onboarding and compliance programs directly.
• Shape our risk rating program in partnership with compliance — the models and workflows that determine how customers are tiered, reviewed, and monitored. It starts in onboarding and will feed Sphere's broader compliance engine.
• Build internal tooling that helps compliance and operations move faster without sacrificing controls: case queues, review workflows, escalation paths, and decision audit trails — translating regulatory requirements into product specs along the way.
• Organize and prioritize engineering work in your domain: writing specs, weighing tradeoffs, and unblocking execution day-to-day.
• Define and track the metrics that matter: onboarding conversion, time-to-approval, false positive rates, manual review volume, and operational efficiency.

Senior Product Manager – Onboarding and Compliance

• Serve as the primary client contact throughout the paid media onboarding process, ensuring a positive, organized, and responsive onboarding experience.
• Lead internal sales-to-operations handoff meetings, documenting key project details and communicating all required information to the operations team.
• Facilitate client kickoff meetings and coordinate the collection of all required credentials, assets, approvals, and onboarding information needed to complete the Paid Onboarding Analysis.
• Manage onboarding projects in Wrike, tracking timelines, deliverables, and client communications through the pre-build phase before transitioning projects to the operations team for execution.
• Verify that all required information, assets, and approvals have been received before authorizing the operations team to begin account builds, serving as the quality control gatekeeper for project readiness.
• Remain the primary client point of contact throughout onboarding, coordinating outstanding deliverables, approvals, status updates, and launch communications.
• Maintain and continuously improve the client onboarding portal and questionnaire in partnership with the Operations Lead to ensure efficient and accurate information gathering.
• Recognize when client questions or discussions require technical paid media expertise and coordinate timely involvement from the operations team, ensuring clients receive the appropriate level of support while maintaining ownership of the overall onboarding process.
• Additional job duties as assigned by management

Client Onboarding Manager, Paid Media

• 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

• Recruit and interview caregivers for open cases and future staffing needs.
• Screen candidates for experience, availability, reliability, professionalism, and job fit.
• Maintain consistent communication with applicants throughout the hiring process.
• Conduct employment reference checks and coordinate background clearances.
• Manage each caregiver’s onboarding process from the initial interview through clearance and activation.
• Coordinate Live Scan fingerprinting, Guardian clearance, TB testing, I-9 verification, employment documents, CPR certification, and required training.
• Conduct new-hire orientation and explain company policies, attendance expectations, confidentiality, documentation, and caregiver responsibilities.
• Maintain complete, accurate, and confidential caregiver personnel files.
• Enter and update employee information in AxisCare, Paylocity, and Guardian.
• Conduct caregiver check-ins and support employee engagement and retention.

HR & Onboarding Coordinator

• Lead new clients through the full implementation and onboarding process, including platform setup, configuration, and hands-on training—to ensure a smooth and successful transition onto Carefeed’s platform.
• Facilitate virtual training sessions and confirm users are confident navigating the system.
• Serve as the primary point of contact for assigned client communities, providing high-level support and resolving questions during onboarding.
• Develop and customize initial platform solutions to align with each client’s specific needs and workflows.
• Digitize and manage client documentation using Adobe and DocuSign, supporting e-signature workflows within Carefeed.
• Track client trends, pain points, and product usage to identify opportunities to improve adoption.
• Collaborate with the broader Client Experience team to refine processes and build best practices for onboarding, training, and ongoing client engagement.

Client Experience Specialist – Onboarding

• 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 the setup, configuration, and rollout of operational systems for new brands.
• Manage integrations between systems and internal/external platforms.
• Ensure systems are aligned with operational workflows and business requirements.
• Act as the primary owner of system configurations and structure.
• Find opportunities to improve workflows, automation, and system usage.
• Lead deployment of new features and capabilities, including AI agents and automation tools.
• Standardize processes and guidelines across all brands.
• Monitor system performance and drive ongoing improvements.
• Research and connect with new external providers in CRM, Fraud/Risk, and KYC domains.
• Conduct structured comparisons between vendors based on features, cost, scalability, and operational fit.
• Gather requirements from internal collaborators and translate them into solution criteria.
• Lead vendor demos, discussions, and evaluations.
• Maintain and coordinate knowledge bases across systems and brands.
• Ensure documentation is accurate, scalable, and supports operational teams.
• Conduct testing of new features, configurations, and integrations.
• Validate system functionality prior to rollout and identify issues for resolution.
• Build and maintain operational reports and dashboards.
• Provide insights and recommendations based on data.
• Act as a central point of contact between operations, product teams, and external vendors.
• Train Team Leaders and operational teams on systems and guidelines.

Onboarding and Solution Optimisation Manager

• Act as the primary owner of the onboarding and implementation process
• Lead customers from post-sale handoff through successful go-live
• Create and maintain implementation plans, milestones, risks, and dependencies
• Align on success criteria — define what a successful go-live looks like from the customer's perspective
• Build and share the implementation project plan with clear milestones and named owners on both sides
• Establish a regular cadence — weekly syncs, status updates, and a defined escalation path
• Drive accountability across both customer and internal teams
• Ensure customers understand the implementation process, timelines, and success criteria
• Guide customers through onboarding activities required to achieve production readiness
• Track onboarding progress and proactively intervene when projects fall behind
• Validate completion of implementation milestones and success criteria

Onboarding Specialist jobs in United States

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Customer Onboarding Manager, Enterprise

Client Onboarding Specialist

Onboarding Specialist

Onboarding Coordinator – Temporary

Senior Treasury Management Client Onboarding Specialist

Client Onboarding Liaison

Vendor Onboarding Coordinator

Customer Onboarding Manager

Senior Customer Onboarding Manager

Client Onboarding Specialist

Payments Manager, Merchant Onboarding

Lead Product Manager, Customer Onboarding, Lifecycle Engagement

Senior Product Manager – Onboarding and Compliance

Client Onboarding Manager, Paid Media

Client Onboarding Consultant

HR & Onboarding Coordinator

Client Experience Specialist – Onboarding

Client Onboarding Lead

Onboarding and Solution Optimisation Manager

Onboarding Manager