Onboarding Expert Job at Clipboard

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

Network Engagement Specialist

The Network Engagement Specialist is a key operational and strategic contributor...

Location

United States , Boston

Salary:

Not provided

HBS

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent is required
5+ years of experience in administrative support role(s) is required
Education beyond high school may count toward experience
Microsoft Office (Word, Excel, PowerPoint, and Outlook) experience is a must
5+ years of experience in program management, relationship management, partnerships, or operations—ideally within entrepreneurship, innovation, higher education, or venture environments. is preferred
Excellent organizational, interpersonal, and relationship-building skills
Strong program design and stakeholder-management capabilities
Experience with volunteer management a plus
Ability to gather, interpret, and use data to improve systems and measure impact
Strong experience with CRM/scheduling tools (e.g., Salesforce, Airtable, Calendly-style platforms)

Job Responsibility

Contribute to building, stewarding, and growing a diverse, high-quality volunteer network of mentors, experts, operators, and investors
Support the development and implementation of engagement frameworks that create clear pathways for involvement across different stakeholder groups and levels of experience
Represent the Harvard Innovation Labs to external partners in select contexts, helping cultivate relationships that create ongoing value for both the network and founders
Help ensure the network is aligned with founder and venture needs, program stages, and evolving strategic priorities
Support long-term strategic planning around ecosystem development and future network models
Operate with flexibility and adaptability as the i-lab’s programs and offerings evolve
Design and manage programs and experiences (both virtual and in-person) that connect founders with experts, ensuring clarity, accessibility, and high satisfaction on both sides
current offerings include a mentor program, expert office hours, and curating judges for various competitions and challenges
Create and refine systems for expert onboarding, expectations, communications, and ongoing engagement, including managing the onboarding experience to qualify experts
Use feedback and data to continuously improve processes, supporting scalability, quality, and consistency across all network-related touchpoints

What we offer

Generous paid time off including parental leave
Medical, dental, and vision health insurance coverage starting on day one
Retirement plans with university contributions
Wellbeing and mental health resources
Support for families and caregivers
Professional development opportunities including tuition assistance and reimbursement
Commuter benefits, discounts and campus perks

Fulltime

Strategic Projects Associate

As a Strategic Project Associate (SPA), you will be a key driver in making sure ...

Location

India

Salary:

Not provided

Handshake

Expiration Date

Until further notice

Requirements

Bachelor’s degree in STEM, business or a related field
Early-career experience in operations, consulting, research, or project management preferred (internships count)
Analytical mindset with comfort using spreadsheets (Excel/Google Sheets) and project management tools (Notion, Asana, Jira, etc.)
Clear communicator with excellent written and verbal English
Highly organized, detail-oriented, and driven to deliver outcomes rather than just complete tasks

Job Responsibility

Run the Core Engine: Drive the day-to-day execution of projects from setting up operational workflows to ensuring deadlines are met and deliverables exceed client expectations
Build and Maintain Expert Networks: Support onboarding of hundreds of domain experts across diverse industries, keeping pipelines healthy and engagement high
Own Project Visibility: Track KPIs, maintain dashboards, and provide regular updates to leadership, ensuring stakeholders always have a clear view of project health
Partner with Senior Leaders: Work closely with Strategic Project Leads to translate client requirements into action plans and unblock execution bottlenecks
Elevate Quality & Efficiency: Propose and implement process improvements and automations that scale our ability to deliver at speed and quality
Support Client Impact: Help prepare updates and progress reports that showcase results to clients and highlight opportunities for expansion and upsell

What we offer

Generous Equity Grant vested over 4 years
Housing Bonus: 1.3 Lakhs spread throughout the first year
Well Defined Performance Bonus ranging between 10 - 100% of base
Medical Insurance Coverage
Food credit for every in person day that should cover for lunch and dinner

Fulltime

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

Fp&a Operations Intern

We're looking for a motivated and detail-oriented intern to join our FP&A Ops (C...

Location

Spain , Barcelona

Salary:

Not provided

Abacum Inc

Expiration Date

Until further notice

Requirements

Currently enrolled in/recently graduated from a Bachelor's or Master's degree program in Finance, Business, Technology, or a related field
Strong interest in financial technology and data analysis
Excellent communication and interpersonal skills
Ability to learn quickly and adapt to a fast-paced environment
Detail-oriented with strong problem-solving abilities
Ability to work in a team environment
Fluency in English. Other languages are a plus

Job Responsibility

Operations Workflow Support: Assist with general workflow tasks, exposing you firsthand to how operational teams in rapidly-growing companies scale and improve their processes
Superstar impact → Suggest and implement improvements/efficiencies
Client Onboarding Support: Assist the team in the integration of new clients' data and systems into the Abacum platform
Technical Implementation & Problem Solving: Assist the team in the integration of new clients' data and systems into the Abacum platform
Help resolve complex issues related to our FP&A software
Develop a deep understanding of the Abacum product to provide effective user guidance and training
Customer Support & Guidance: Support the team in providing exceptional customer support by helping to solve complex issues relating to our software and guiding clients to maximize the potential of our product
Work with team members to provide global support, adapting to the diverse needs of our international customer base
Support the team in onboarding, training, and empowering clients to become Abacum experts

What we offer

Competitive compensation including equity package
Competitive vacation policy
Access to Meditopia
Hybrid working model and flexible working hours
Personal development including language courses

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, 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

Location:

Category:
Customer Service

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 21, 2026

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