SENIOR CLIENT ONBOARDING SPECIALIST | (W853)

Bebeeclient


Job Title: Senior Onboarding Manager Job Summary: We are seeking a seasoned professional to lead the implementation of all onboarding deals in line with project management methodology. As a key member of our team, you will be responsible for end-to-end management of dedicated client deal portfolios, enhancing the client onboarding experience. Key Responsibilities: • Lead the implementation of all onboarding deals in line with project management methodology and have end-to-end management of dedicated client deal portfolios • Oversight of all client onboarding activity end-to-end (including standard, low complexity and complex account opening, account maintenance, product, and technical onboarding deals) • Support clients through their onboarding journey – responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production • Coordinate with sales, product management, client services, and operations partners to deliver client deals and ensure client satisfaction – navigate bank on behalf of client, leveraging global resources and escalation channels as required to ensure smooth delivery • Serve as single point of contact for the client and internal functional partners, responsible for coordination and successful end-to-end delivery of projects. Closely manage expectations of the client organization • Develop and maintain customized project plan tailored to client's requirements, outlining deliverables, milestones, critical path items, and actions • Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in best practices collateral • Continuously reduce aging/cycle time, minimize deal slippage, and associated revenue conversion lead time. Accurately report project status, escalating effectively for on hold and slow-moving deals • Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio • Lead meetings and coordinate activities of cross-organizational implementation teams • Maintain solid relationships with key client and internal stakeholders • Partner with the client to escalate and manage critical issues to resolution • Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders • Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required • Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements

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