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%)
Document new business requirements as they arise
Track project progression and document any issues or successes using the provided systems
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.