As a member of the Onboarding Team, the Onboarding Analyst is responsible for onboarding efforts to successfully transition new clients to Inmar services. This position will be assigned multiple client onboarding projects concurrently, with emphasis on building client confidence on the product at hand, building a trusting relationship with the client, and effectively communicating to all involved parties during each client transition, in a timely manner. This position requires strong organizational skills, solid verbal and written communication skills as well as efficient time management. Client feedback captured with each onboarding experience will be a key factor contributing to the success of the incumbent.
Operational/Analytical (80%)
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 any issues or risks to management in order to build plan of 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
Technical (20%)
Collaborate with the Product team on new business requirements and enhancements
Assist with user testing for accuracy of required custom reports and files - QA/UAT
Analyze new client data for integration into Inmar’s systems
Required Qualifications:
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
We are an Equal Opportunity Employer, including disability/vets.