Client Onboarding Specialist

2 weeks ago

St Petersburg, United States American Express Global Business Travel Full time

About American Express Global Business Travel

At Amex GBT, we believe in the transformative power of travel and its ability to create positive change. Our culture is built on collaboration and inclusivity, where every voice matters.

Role Overview:

The primary responsibility of the Customer Onboarding Manager is to oversee the onboarding and migration process for clients, ensuring a seamless experience in collaboration with internal teams and external partners.

Key Responsibilities:

  • Lead the customer onboarding and migration journey, coordinating with stakeholders and managing various projects as necessary.
  • Prioritize customer needs while implementing regional and global initiatives, adhering to established project protocols.
  • Conduct thorough project handovers and readiness assessments with Solutions Design teams, documenting any associated risks and action items.
  • Develop a comprehensive work breakdown structure, clearly defining roles and responsibilities for all parties involved.
  • Ensure all client specifications are accurately captured and communicated to relevant teams for effective execution.
  • Create and maintain detailed project plans, ensuring alignment and approval from all stakeholders.
  • Foster a positive and engaging environment to promote teamwork and project success.
  • Manage project performance, providing clear updates on status, achievements, and any changes or challenges encountered.
  • Oversee end-to-end testing processes, ensuring thorough documentation and timely resolution of any issues.
  • Establish and manage stakeholder communication structures, facilitating regular updates and discussions.
  • Participate in team meetings, sharing insights and contributing to process enhancements.

Qualifications:

  • Strong passion for customer engagement and relationship management.
  • Familiarity with Amex GBT and the corporate travel landscape.
  • Ability to thrive in a dynamic, fast-paced environment, managing multiple projects across different regions and time zones.
  • Positive attitude with a proactive approach to challenges.
  • Proven capability to motivate teams and manage high-pressure situations.
  • Fluency in Business English; additional languages are a plus.
  • Exceptional skills in relationship building, negotiation, communication, and presentation.
  • Ability to articulate responsibilities clearly and hold team members accountable.
  • Strong commercial awareness and relationship management skills.
  • Excellent organizational abilities, including multitasking and time management.
  • Capacity to drive change effectively, even in the face of resistance.
  • Strong problem-solving and decision-making skills, with adaptability to shifting priorities.
  • Willingness to embrace challenges and encourage others to do the same.
  • Experience collaborating across various functional teams and with operational subject matter experts.

What You Will Manage:

  • Readiness assessments and documentation for project handovers.
  • Customer project sites and data gathering processes.
  • Kick-off meetings and associated presentations.
  • Global setup requests and coordination with centralized teams.
  • Roles and responsibilities documentation.
  • Status reporting and updates.
  • Launch reporting and global startup templates.
  • Global testing plans and associated documentation.
  • Closure processes and lessons learned documentation.

Compensation and Benefits:

The salary range for this position is competitive and reflects the complexity of the role and the candidate's experience. In addition to base salary, this role is eligible for performance-based incentives and a comprehensive benefits package.

Commitment to Diversity:

Amex GBT is dedicated to fostering a diverse and inclusive workplace. We encourage applications from individuals of all backgrounds and experiences.

Note:

If you are passionate about our mission and believe you would be a great fit, we encourage you to apply, even if you do not meet every requirement listed.

  • Client Onboarding Specialist

    1 week ago

    St. Petersburg, United States Zelis Full time

    Job Overview:Implementation Support SpecialistThe Implementation Support Specialist collaborates closely with the Implementation Team to facilitate seamless client onboarding. This role involves analyzing client data and printing requirements, configuring the Zelis system for optimal processing, and generating various payer communication documents. The...

  • Client Onboarding Expert

    6 days ago

    St. Petersburg, United States Zelis Full time

    Job Description**Position Overview**As a key member of the Zelis Implementation Team, the Implementation Support Specialist plays a vital role in ensuring seamless client onboarding and successful implementation of our solutions. This role requires collaboration with clients, internal stakeholders, and cross-functional teams to analyze client needs,...

  • Manager, Supervision and Onboarding

    4 days ago

    St Petersburg, United States Raymond James Financial Incorporated Full time

    Job SummaryRaymond James Financial Incorporated is seeking a highly skilled Manager to join our Advisor Onboarding Supervision team. As a key member of our team, you will be responsible for managing the execution of the plan of supervision for transitioning financial advisors and other staff to Raymond James through our advisor onboarding process.Key...

  • Client Implementation Coordinator

    1 week ago

    St. Petersburg, United States Zelis Full time

    Job Overview:Implementation Support SpecialistThe Implementation Support Specialist collaborates with the Implementation Team to facilitate seamless client onboarding. This role involves analyzing client data and printing requirements, configuring the Zelis system for optimal processing, and generating various payer communication documents. The specialist...

  • Client Relations Specialist

    1 week ago

    St Petersburg, United States Truist Financial Corporation Full time

    Client Relations SpecialistAs a vital member of our organization, you will:Provide outstanding support to management firms, associations, and homeownersWork collaboratively with various internal departmentsMaintain high service quality standards consistentlyEffectively manage client communicationsYour role is essential in ensuring that we deliver exceptional...

  • Client Relations Specialist

    2 weeks ago

    St Petersburg, United States Truist Financial Corporation Full time

    Client Relations SpecialistAs a vital member of our organization, you will:Provide outstanding support to management firms, associations, and individual homeownersWork collaboratively with various internal departmentsMaintain high service quality standards consistentlyEffectively manage client communicationsYour role is essential in ensuring that we deliver...

  • Client Relations Specialist

    2 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    Position OverviewRaymond James Financial Services, a leader in the Financial Services sector with over 60 years of esteemed history, is on the lookout for a Client Relations Specialist. This role is ideal for individuals who are enthusiastic, meticulous, and possess a knack for innovative problem-solving.Key ResponsibilitiesProvide exceptional support to...

  • Client Success Specialist

    2 weeks ago

    St Petersburg, United States vCita Full time

    Exciting Opportunity at vcitavcita is an innovative platform designed to help you stay connected to your business effortlessly, regardless of your location.Are you ready to transform the way you handle your business operations? With vcita, you can manage everything from client communications to billing seamlessly, all within a single application.About the...

  • Client Success Specialist

    2 weeks ago

    St Petersburg, United States vCita Full time

    Exciting Opportunity at vcitavcita is an innovative platform designed to keep you seamlessly connected to your business, regardless of your location.Are you ready to transform the way you handle your business operations? With vcita, you can effortlessly manage everything from client communications to invoicing, all within a single application.About the...

  • Client Success Specialist

    2 weeks ago

    St Petersburg, United States vCita Full time

    Exciting Opportunity at vcitavcita is an innovative platform designed to streamline your business operations, ensuring connectivity and efficiency from anywhere.Are you ready to transform the way you oversee your business responsibilities? With vcita, you can effortlessly manage everything from client communications to billing, all within a single...

  • Veterinary Client Relations Specialist

    2 weeks ago

    St Petersburg, United States VCA Animal Hospitals Full time

    Position Overview: VCA Animal Hospitals is in search of a dedicated Client Relations Specialist to enhance our team at a reputable animal medical facility.As a cornerstone of our establishment, you will play a crucial role in fostering trust and confidence among our clients and their beloved pets.About Us: VCA Animal Hospitals has been a trusted provider of...

  • Onboarding Specialist

    19 hours ago

    St Paul, United States St Croix Hospice Full time

    Job DetailsJob Location Administration - OAKDALE, MN Position Type Full Time Job Category Human Resources Description •Managing the onboarding process in a fast-paced environment providing effective communication and coordination with external candidates, internal employees, hiring managers and the Human Resources team. •Administering the entire...

  • Senior Client Relations Specialist

    2 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    Position OverviewAs a Senior Client Relations Specialist, you will operate under general oversight, utilizing your specialized expertise and skills acquired through experience and training. Your primary responsibility will be to assist in the comprehensive management of a designated functional area.Key ResponsibilitiesCollaborate effectively with the...

  • Senior Client Relations Specialist

    1 week ago

    St Petersburg, United States Raymond James Financial Services Full time

    Position OverviewAs a Senior Client Relations Specialist, you will operate under general supervision, leveraging your specialized expertise and skills acquired through extensive experience and training. Your primary responsibility will be to support the comprehensive management of a designated functional area.Key ResponsibilitiesCollaborate with the...

  • Client Engagement Specialist

    2 weeks ago

    St. Petersburg, Florida, United States Luxury Bath Technologies Full time

    Position Overview*** Attention: Client Engagement Specialists ***We are Luxury Bath Technologies, a leading provider in the home improvement sector with over 30 years of experience. Due to our growth and success, we are seeking NEW team members who are enthusiastic and dedicated to delivering exceptional customer service. This is a Full-Time, in-office role...

  • Client Engagement Specialist

    2 weeks ago

    St Petersburg, United States Great Day Improvements: A Family of Brands Full time

    Position OverviewGreat Day Improvements: A Family of Brands - Client Engagement Specialist We are seeking enthusiastic and personable Client Engagement Specialists to join our dynamic marketing team. Compensation ranges from $45,000 to $85,000 annually, along with a $2,000 Sign-on Bonus. This role offers hourly pay plus commission and bonuses, with payments...

  • Human Resources Coordinator

    6 days ago

    St Louis, Missouri, United States The Salvation Army USA Central Territory Full time

    Job SummaryThe Salvation Army USA Central Territory is seeking a highly organized and detail-oriented Human Resources Coordinator to join our team. As an Onboarding Specialist, you will be responsible for coordinating the recruitment and onboarding process for new employees, ensuring a seamless transition into our organization.Key ResponsibilitiesRecruitment...

  • Client Relations Specialist

    2 weeks ago

    St. Petersburg, Florida, United States Team Horner Full time

    Job Title: Client Relations SpecialistCompany: Team HornerLocation: Not mentionedReporting to: Customer Service SupervisorEmployment Type: Full-time, Non-ExemptWorking Hours: Monday to Friday, 8:00am to 5:00pmPosition Overview: Become a vital member of Team Horner, where collaboration and growth are at the forefront of our mission. We pride ourselves on...

  • Human Resources Coordinator

    4 days ago

    St Louis, Missouri, United States The Salvation Army USA Central Territory Full time

    Job SummaryThe Salvation Army USA Central Territory is seeking a highly organized and detail-oriented Human Resources Coordinator - Onboarding Specialist to join our team. This role will be responsible for coordinating the recruitment and onboarding process for new employees, ensuring a smooth and efficient transition into the organization.Key...

  • Client Support Specialist

    3 months ago

    St Petersburg, United States Zelis Healthcare Full time

    Position Overview: The Client Support Specialist (CSS) serves as the primary point of contact for multiple Zelis Clients post Go-Live for processing of Claims Communications, Payments, and/or ID cards. The CSS is responsible for assisting the client with the successful processing of Zelis services, performs day-to-day functions of managing the account, and...