Responsibilities

• Plan and execute the onboarding process for new clients, ensuring a seamless transition into our systems.
• Gather necessary data from clients to facilitate the onboarding process effectively.
• Create detailed project timelines for implementation to ensure timely delivery of services.
• Build and maintain comprehensive databases in our Central system.
• Establish banking relationships and open accounts as needed for client operations.
• Negotiate and establish payment processing methods for accounts payable (AP) and accounts receivable (AR).
• Communicate effectively with business owners and stakeholders throughout the onboarding process.
• Create user accounts in the Central system and banking interfaces for client access.
• Coordinate with adjacent teams that will manage day-to-day operations after the onboarding phase.
• Implement technical systems and solutions that align with organizational objectives and enhance operational efficiency.
• Monitor past rollout projects, generating reports that detail insights and recommend improvements for future initiatives.
• Regularly assess and analyze performance metrics related to onboarding processes.

Requirements

• Bachelor's degree in Business Administration, Project Management, or a related field.
• Proven experience in project management, particularly within financial services or technology sectors.
• Strong understanding of data migration processes and database management.
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• Ability to work collaboratively with cross-functional teams and manage multiple projects simultaneously.
• Proficiency in project management tools and database software.
• Strong analytical and problem-solving skills, with a focus on process improvement.
• Detail-oriented with excellent organizational skills.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive health, dental, and vision insurance plans.
• 401(k) retirement plan with company matching contributions.
• Generous paid time off and holiday schedule.
• Opportunities for professional development and career advancement.
• Dynamic work environment with a focus on teamwork and collaboration.