JobDescription

We are looking for talented and proven individuals who can lead our on-boarding operations This is a senior role for a proven leader or manager who is on the rise. We are looking for a candidate that is outspoken and delivers change in an organization. Candidate should have the ability to work within a start up, take charge and move fast.

Responsibilities

• Establish and follow standard procedures for client onboarding and maintain in accordance with industry best practices

• Assist in the development of a workflow process to support the onboarding objectives of the company

• Understand the onboarding process from all aspects – legal, compliance, operations, investments – and be able to develop strategies to meet varied requirements within a defined timeline

• Develop meaningful relationships with key internal stakeholders through regular communication and strategic programs

• Prepare onboarding updates, present to stakeholder groups and to senior management across the company

• Demonstrate the ability to identify risks, anticipate issues and maintain controls in a fast-paced environment

• Utilize strategic communication skills to influence internal partners and achieve desired results

• Prioritize needs and resources appropriately to deliver positive business outcomes

• Demonstrate success in all phases of onboarding and client account maintenance, including consistently enhancing the process incrementally over time

• Oversee the completion of internal requirements/setup for all onboarding events by tracking, documenting and reporting on progress to senior management

• Escalate issues to senior leadership

Requirements

• Experience managing small teams or projects a plus

• A strong understanding of operational processes, challenges and issues

• Past successes in contributing to business transformation projects

• Previous Client Onboarding or similar experience

• Strong analytical and creative solutioning abilities

• Strong communications and presentation skills

• Strong organization skills with high attention to details

• Google Apps, Asana, Gantt Charts, Tableau and other project management and reporting tools