Analyst – Onboarding

Analyst – Onboarding

Requirements

• Associate Degree
• Bachelor’s Degree Preferred
• 3-5 years of client services experience, preferably in CPG or Retail environment, with a minimum of 1-2 years of experience managing onboarding; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position
• Proficient with Google Suite and Microsoft Office Suite
• Strong Project Management skills
• Proven ability to do software testing (QA and UAT)
• Demonstrate a strong understanding of Fintech / financial products, services and tools

Responsibilities

• Responsible for performing onboarding activities for new clients
• Act as primary contact between the client and internal partners during the onboarding process
• Work to understand the client’s needs and expectations and share those across the team to ensure a positive client experience
• Escalate issues, risks and impediments to management for swift resolution
• Apply knowledge of project management processes and tools when working with a cross functional team
• Proactively manage all phases and activities required for initiating, planning, administering, monitoring, reporting and closing
• Ensure effective and successful delivery of project objectives
• Identify and participate in lessons learned and process improvement opportunities
• Continually update client and internal partners of the project status, impediments, and deadlines
• Document new business requirements as they arise
• Collaborate with the Technology team on new business requirements and enhancements
• Assist with user testing for accuracy of required custom reports and files – QA/UAT
• Analyze client data for integration into Inmar’s systems

Preferred Qualifications

• Bachelor’s Degree Preferred