Client Onboarding Specialist

Responsibilities

• Act as the primary point of contact for Client onboarding, account maintenance and offboarding across the SIFMU Business with a focus on the Client Experience
• Engage on all presales activities to help facilitate conversations for onboardings
• Manage all aspects of the Client onboarding lifecycle across all Client stages
• Hold project kickoff meetings to align on expectations, timelines and overall deliverables
• Manage the membership application process, support Legal and oversee all setups across PSE and Production.
• Drive client engagement/activities, answer questions on MAP process or coordinate with the necessary people/groups to facilitate client conversations (ex. Legal, product)
• Provide recommendations to clients additional services if needed, such as MRO reporting.
• Provide test scripts and manage the client User Acceptance process
• Lead regular project status meetings with clients to provide project status updates.
• Manage client go live by partnering with all internal parties to ensure readiness and successful transition to production
• Manage client transition to production rollout as well as the handover to Production Support teams.
• Proactively monitor Client for 2 weeks after go live
• Accountable for the success of the entire Client lifecycle and the resolution of all issues that arise during the project.
• Successfully engage in multiple client projects simultaneously.
• Build and maintain strong relationships across all groups involved with the Client Onboarding process
• Identify and implement opportunities for efficiencies by working across the Global Solutions Delivery teams.
• Develop and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc)
• Act as the voice of Client when possible to provide feedback and potentially recommendations to Product Management
• Enhance the Client Experience by providing recommendations to management
• Support all Business Lines within Client Core
• Assist with BPM workflow build out and provide recommendation
• Additional project work required by Management when necessary

Our client operates in a highly dynamic and evolving marketplace. To keep pace with the demands of the industry and our clients, our dedicated employees work in a highly collaborative environment, as they consistently develop solutions to mitigate risk, create efficiencies and reduce costs.