Director of Client Onboarding

1 month ago


Conshohocken, Pennsylvania, United States Onbe Full time

pbJobSummary:/bWeareseekingahighlyskilledDirectorofClientOnboardingtoleadourimplementationsupportteam.Theidealcandidatewillhave10-15yearsofexperienceinonboardingrolesandatleast5yearsofdirectteamleadershipexperience./ppbKeyResponsibilities:/b/pulliLeadcriticalimplementationfunctions,identifyingstandardmethodologiestoincorporateimprovementsinprocesses,resources,orinnovationwiththeaimofenhancingthespeedandqualityofimplementations./liliOfferstrategicassistancetoteamsdrivingprojectimplementationsandteamscontributingtotheimplementationprocessforgeneratingnewrevenueormaintainingexistingrevenuethroughchangeorderprojects./liliLiaisonwithsalesandaccountmanagementteamstoassesspipeline,intakedeals,andassignmentofprojectstotheteamsmanagingindividualandteamutilizationmetricsthatadheretogrowthstrategies./liliImplementandfacilitateonboardingstrategies,capacitymodelingstandards,andoperationalenhancementsfortheteamandcross-functionalteams./liliFormulate,implement,andmaintainlongandshort-rangeplans,policies,anddocumentationtosupportaconsistentcustomeronboardingexperienceandadoptionofproductsthatincludeafocusonscaleandproductivity./liliServeasadepartmentrepresentativeforenterpriseprojectsupportacrossvariousoperationalfunctionsthatenablespeed,efficiency,accuracy,andclientsatisfaction./liliRecognizeinternalandcross-functionalprocessstruggles,gaps,anddifficultiesandimplementresultingprocessesortechnicalprojectsthatarebythestrategicroadmap./liliTrainteammembers,andcross-functionalteamsthroughmaintainedstandardprocessdocumentation,changemanagementnotificationsandsessions,andadhocworkshops./liliSetthedirectiontoimplementandoperationalizeproductGTMprocesses,productandtechrollouts,updatesindustryorpartnerpoliciesandprocedureswhereitimpactsonboardingteams./liliOverseesreportingonrelevantKPIsandmetricstodriveareasoffocuswithactionplansandsharesuccess/improvementstothemetricswiththeresultsofthoseactionplans./li/ulpbRequirements:/b/pulli10-15yearsexperienceinonboardingrolesinclientimplementations(required)/liliAtleast5yearsofdirectlyleadingteamsinacorporateenvironment(required)/liliExperienceinpayments,FinTechindustriespreferred/liliProficientinprojectmanagementtools,CRMsystems,reportingapplications,andMicrosoftPrograms,includingWord,Excel,andPowerPoint(required)/liliExcellentcommunication,writing,andsocialskills,withtheabilitytoestablishtrustandcredibilitywithclients,suppliers,andinternalpartners(required)/li/ulpbWhatWeOffer:/b/ppWeofferacompetitivesalaryrangeof$131,760to$161,409,eligibilityforanannualbonus,andacomprehensivebenefitspackageincludingmedical,dental,vision,wellness,401(k)matching,OpenPTO,workfromanywhere,generousparentalleave,andmore./ppbAboutOnbe:/b/ppAtOnbe,webelieveinbuildingacultureofopennessandingenuity,whereemployeescometogethertoinnovateandbuilddisbursementsolutionsthatmakethelivesofourclientsandtheirconsumersandworkforceseasierandbetter.Wecelebratedifferencesandaffirmbelonging,andwe'recommittedtomakingaculturethatisinclusivetoall./p



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