Analyst I, Client Onboarding

This is a fully remote position, open to applicants in United States.

📋 Description

• Spearhead the onboarding process for clients by providing platform demonstrations and training sessions.

• Address onboarding issues, implementation risks, and client inquiries effectively.

• Assist clients throughout the onboarding, implementation, and migration processes.

• Collect and validate client requirements, ensuring alignment with scalable solutions.

• Examine workflows to pinpoint process deficiencies and facilitate configuration and implementation.

• Convert business needs into standardized onboarding and migration specifications.

• Suggest onboarding solutions that conform to procedures, best practices, and operational standards.

• Leverage platform expertise to address functionality, configuration, troubleshooting, and downstream effects.

• Utilize CRM tools, compliance platforms, and project management systems to enhance implementation efforts.

• Coordinate onboarding activities with clients and internal teams effectively.

• Organize status meetings, convey timelines, and clarify expectations and action items.

• Detect and escalate delays, configuration challenges, and operational issues as needed.

• Oversee onboarding project timelines, deliverables, kickoffs, dependencies, and follow-ups across multiple accounts.

• Ensure accurate documentation, project tracking, and continuous process improvements.

• Execute additional responsibilities as directed by management.

⛳️ Requirements

• A Bachelor’s degree in business administration or a related discipline is required; an equivalent combination of education and relevant professional experience may be accepted in place of a degree.

• A minimum of 2 years of experience in client onboarding, implementation support, customer success, account coordination, or other related client-facing operational roles is necessary.

• Strong organizational abilities, with the capacity to manage multiple onboarding projects while prioritizing tasks, deliverables, and follow-up activities.

• Capability to recognize, communicate, and assist in resolving onboarding issues, client concerns, and time-sensitive implementation tasks.

• Proficient problem-solving and stakeholder management skills are essential.

• Excellent written and verbal communication skills.

• Ability to gather, document, and convert client requirements into standardized, implementation-ready solutions.

• Skill in translating technical concepts, onboarding requirements, and platform functionalities for non-technical stakeholders and clients.

• Analytical and interpretive abilities to identify inconsistencies or operational gaps.

• A professional demeanor, with a strong sense of accountability, collaboration, and client service orientation.

• Proficiency in Microsoft Office applications.

• Familiarity with onboarding tools, CRM systems, compliance platforms, ticketing systems, and project tracking tools.

• Capability to meet the specified physical requirements, including sitting for up to 8 hours a day and occasionally lifting up to 15 pounds.

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

• Continuous training offered by the internal learning and development team.

• Monthly appreciation events.

• Opportunities for career progression.