Onboarding Expert Job at Clipboard Health

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Sector Lead - TMT, Directed Content

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within TMT
Deep domain expertise in TMT, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects
Exceptional organizational, analytical, and critical-thinking skills
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards across all project types

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation
Own expert budget management for your sector
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts
Establish and maintain feedback loops with call takers and project teams
Partner with Operations and Product teams to pilot and optimize AI-enabled tools
Maintain deep familiarity with ongoing developments within the TMT sector

What we offer

Performance-based bonus
Equity
Generous benefits program

Senior Research Lead, Healthcare

As a Sector Lead on our Directed Content team, you will play a pivotal role in e...

Location

United States , New York

Salary:

92000.00 - 127000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

5–7 years of experience in equity research, market intelligence, consulting, or a related analytical role within Healthcare
Deep domain expertise in Healthcare, with a strong grasp of the key players, business models, and industry trends
Proven people management experience, successfully leading, mentoring, and developing teams of project managers or analysts
Skilled at translating strategic objectives into actionable research projects
Exceptional organizational, analytical, and critical-thinking skills
Strong command of project economics, capable of managing budgets, optimizing expert costs, and tracking ROI
Adept at working cross-functionally with Directors of Research, Go-to-Market, Product, and Compliance
Intellectually curious, client-oriented, and comfortable operating in a fast-paced, dynamic environment
Strong understanding of compliance, MNPI, and confidentiality standards

Job Responsibility

Partner with the Director of Research to develop and maintain a strategic sector roadmap
Manage and mentor a team of Project Managers that oversee the execution of Directed Content projects
Collaborate with Operations Managers who oversee Analyst execution of expert recruiting, onboarding, and interaction facilitation
Own expert budget management for your sector
Oversee a structured QA process for ensuring transcripts within your sector of coverage meet the highest standards
Collaborate closely with the Director of Research and our Content Strategy Analyst to monitor engagement data
Collaborate closely with the Director of Research to identify and shape content to support revenue-generating efforts
Establish and maintain feedback loops with call takers and project teams
Partner with Operations and Product teams to pilot and optimize AI-enabled tools
Maintain deep familiarity with ongoing developments within the Healthcare sector

What we offer

Performance-based bonus
Equity
Generous benefits program

New

Graduate Sales Associate

At Moss, we give finance professionals the power to automate their day-to-day an...

Location

Germany , Berlin

Salary:

Not provided

Moss

Expiration Date

Until further notice

Requirements

Recent or soon to be graduate
Fluent in German (C2/Native)
Fluent in English (C1)
Growth oriented
Resourceful
Resilient
Expert communicator
Methodical

Job Responsibility

Become an Expert through onboarding and finance bootcamp
Run Strategic Research to spot companies and finance leaders
Network and Outreach to connect with CFOs and senior finance decision-makers
Introduce and Excite to book meetings for Account Executives
Optimise for impact using CRM tools and collaborating with Marketing and Sales

What we offer

Top-of-market compensation package, including equity
20 days “work from abroad”
600EUR/GBP Learning & Development Budget
Other local benefits

Fulltime

Customer Success Manager

The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our...

Location

United Kingdom , London

Salary:

Not provided

AlphaSense

Expiration Date

Until further notice

Requirements

2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial data experience a plus)
Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
Comfortable using data to inform decisions, with strong organisational and time-management skills
A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration
Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment
Ability to be in our London office 1x per week

Job Responsibility

Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person
Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value
Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organisation

Fulltime

Customer Success Manager, Corporate

The Customer Success Manager (CSM), Corporates role at AlphaSense is central to ...

Location

United States

Salary:

80000.00 - 92000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role (financial services experience a plus)
Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
Comfortable using data to inform decisions, with strong organizational and time-management skills
A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration
Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment

Job Responsibility

Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person
Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value
Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization

What we offer

performance-based bonus
equity
a generous benefits program

Fulltime

Customer Success Manager, Financial Services

The Customer Success Manager (CSM) role at AlphaSense is central to ensuring our...

Location

United States , New York

Salary:

80000.00 - 92000.00 USD / Year

AlphaSense

Expiration Date

Until further notice

Requirements

2–4+ years of experience in Customer Success, Account Management, or a client-facing SaaS role
financial services experience a plus
Proven ability to build relationships, influence stakeholders, and drive measurable business outcomes
Comfortable using data to inform decisions, with strong organizational and time-management skills
A proactive, curious, and consultative professional who thrives in fast-paced environments and values collaboration
Excellent communication skills with a demonstrable track record for collaborating in a cross-functional environment
Ability to be in our NYC office 1x per week

Job Responsibility

Client Engagement: You will be on the front lines engaging with our end users through a variety of mediums, including virtual and in-person meetings, email, ‘warm’ calling direct lines, etc. - all with the end goal of delivering value through platform adoption + use case mapping
Drive Adoption & Value: Monitor usage, deliver tailored strategies, and lead client sessions that unblock any barriers to feature adoption
Onboarding & Ongoing Training: As an expert on the product, you will guide new clients through onboarding, training, and best-practice adoption to ensure a strong foundation, both virtually and in person
Retention & Growth: Partner with sales and account management teams by strengthening adoption to support renewals, articulating AlphaSense’s differentiated and competitive value
Data-Driven Mindset: Proactively leverage insights, analytics, and feedback to anticipate risks, highlight wins, and strengthen our customers’ ROI case for AlphaSense
Voice of the Customer: Act as the advocate for client needs internally by collaborating with Sales, Support, Account Management, and Product teams to clearly articulate what customers value most. We do this by actively collecting client value stories and statements—whether on calls or in person—and use those insights to shape priorities, guide strategy, and ensure the customer voice is consistently represented across the organization

What we offer

performance-based bonus
equity
a generous benefits program

Fulltime

Rider Onboarding Associate

We're here to give our riders an unparalleled experience. There are thousands of...

Location

United Kingdom , London

Salary:

Not provided

DELIVER

Expiration Date

Until further notice

Requirements

Bachelor degree or equivalent experience in relevant space, tech, start up, food aggregator
A self-starter attitude that’s able to quickly adapt to changing processes and priorities
Responsible individual comfortable using own initiative and, at times, working solo
Ability to influence and work with multiple internal and external stakeholders
An empathetic attitude with strong listening and communication skills, Portuguese / Arabic
Familiarity with GSuite, Slack, Looker & Salesforce tooling.
Willingness to travel early, and late, in order to be self-sufficient when in the field.

Job Responsibility

Field based, on the ground role, remote role with significant travel, ~9 months of the year
Travel to across UKI as required and carry out in-person Rider onboarding sessions
Representing the Deliveroo brand and Rider Operations Team at all times
Ensure supply of Riders in hard-to-supply areas is always sufficient
Plan effectively for peak / seasonal trading periods to ensure we stay ahead of demand
Work with the Supply Team to develop ways of working to accurately forecast Rider demand
Work with the Rider Onboarding Team to evolve and iterate Rider onboarding process
Become the ‘go-to’ and subject matter expert in all areas of the Rider onboarding process
Identify and work to resolve ‘paper cuts’ and blocks in systems and processes used
Work collaboratively with the Content & Engagement Team to add to Rider value proposition

What we offer

All travel and accommodation expenses will be paid by the company when in the field.
Car allowance or equivalent
Up to 5% matched pension contributions
Some roles may be eligible for share awards
Free Deliveroo Plus: free delivery and access to special offers
Team lunches from the best local restaurants
25 days annual leave plus bank holidays, increasing with length of time spent working at Deliveroo
One day of paid leave per year to volunteer with a registered charity
Funded single cover healthcare on our core plan, with the option to add family members at own cost
On-site gym (HQ), discounted external gym membership

Fulltime

Onboarding Expert

Clipboard Health

Location:

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 17, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Onboarding Expert