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The Client Onboarding Sr Analyst is a seasoned professional role tasked with overseeing client-facing projects and improving operational onboarding processes. It involves in-depth understanding of Product, Sales, and Operational areas, and requires strong analytical, communication, and leadership skills. Responsibilities include managing client projects end-to-end, ensuring adherence to contractual obligations, and delivering solutions in collaboration with internal departments.
Job Responsibility:
Lead the implementation of all Onboarding deals in line with project management methodology
Oversight of all client on-boarding activity end-to-end
Support client through their Onboarding journey, responding to technical queries and supporting 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
Serve as single point of contact for the client and internal functional partners
Develop and maintain a customized project plan tailored to client’s requirements
Establish governance model to deliver client requirements
Continuously reduce aging/cycle time, minimize deal slippage, and ensure accurate reporting
Effectively manage client relationships and act as trusted advisor for dedicated client portfolio
Lead meetings and coordinate activities of cross-organizational implementation teams
Maintain relationships with key client and internal stakeholders
Manage regular client communication for project portfolio and serve as escalation point
Provide senior management updates on key projects
Identify opportunities for process improvements and contribute to department initiatives.
Requirements:
5-8 years of experience
English language fluency in writing and speaking required
Cross-functional team work experience to deliver multi-work stream projects
Strong communication and presentation skills to command senior client and senior internal stakeholder meetings
Ability to promote team building and develop partnerships with other teams through influential skills
Ability to analyze and solve complex problems
Self-starter and ability to take initiative in driving projects forward
Excellent organizational and planning skills
Excellent customer interaction and management skills
Negotiation and decision making/problem solving skills
Ability to work under high-volume workload and prioritize in an effective manner
Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank
Project Management Professional certification is preferred.
Nice to have:
Project Management Professional certification.
What we offer:
Equal opportunity for all qualified candidates
Accessibility support for applicants with disabilities.
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