Onboarding Specialist

Potential Job Responsibilities

• Improve and streamline the onboarding process to enhance client experience
• Identify inefficiencies and improve current SOPs to close operational gaps
• Conduct weekly monitoring of onboarding to go-live progress
• Streamline AM business decks and presentation materials
• Prepare data reporting for HoAM (weekly volumes and revenue tracking)
• Coordinate training workshops for AMs with other departments; gather workshop ideas and identify AM weak points and skill gaps that need strengthening
• Monitor and improve AM workflow efficiencies
• Ensure all client contracts are valid, with LSA signed and updated
• Conduct regular account hygiene checks, including monitoring outstanding client dues
• Oversee invoice approvals and send weekly reminders
• Regularly monitor lost/ghost clients with outstanding dues or accounts requiring disposal (weekly)
• Monitor open WOs on ...