Client Onboarding Analyst
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Job Summary
Supporting end-to-end client onboarding, the full-time Analyst I, Client Onboarding will coordinate tasks, gather requirements, and assist with platform configuration while working remotely to ensure timely onboarding and positive client experiences.
Key responsibilities
- Lead client onboarding by delivering platform demonstrations and training
- Resolve client issues by proactively addressing onboarding concerns and maintaining strong relationships
- Gather and validate requirements by partnering with clients to document their onboarding needs
Required qualifications
- Bachelor's degree in business administration or a related field, or equivalent professional experience
- 2+ years of experience in client onboarding, implementation support, or related client-facing roles
- Strong organizational skills to manage multiple onboarding projects effectively
- Demonstrated ability to identify and resolve onboarding issues proactively
- Proficient in Microsoft Office applications and familiar with onboarding tools and CRM systems
Complete Job Description
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