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Client Onboarding Manager Jobs

Company

KeyBank
Address , Remote
Employment type FULL_TIME
Salary $65,000 - $80,000 a year
Expires 2023-07-23
Posted at 11 months ago
Job Description
Location:
For Those Who Work At Home - Various, Ohio 44145
Our goal is to build a culture that is fanatical about ensuring clients are successful when leveraging Enterprise Payments’ (EP) treasury products and solutions. The Client Success team is responsible for onboarding and servicing EP clients in the most efficient and client-centric manner and by maintaining a lens on continuous improvement. The ultimate outcome is to ensure clients are successful in achieving the value they expected by doing business with us, and become advocates of KeyBank in the process.
The Onboarding Program Manager is a dynamic role which owns the end-to-end onboarding experience for the client. They are the main contact and program manager from KeyBank, leading the clients through the post-sales experience to ensure clients are quickly and effectively using EP’s products and services. Onboarding events can range in size and complexity, and the Onboarding Program Manager will be expected to actively manage multiple onboarding events at a time in various stages of completion. The Onboarding Program Manager will work closely with clients, FinTech partners, sales, and back office support teams to ensure successful and timely implementations.
ESSENTIAL JOB FUNCTIONS
  • Limited travel required.
  • Serve as a subject matter expert for product implementation and configuration questions or issues.
  • Adhere to all Risk policies and procedures.
  • Create material to support the onboarding events, maintain transparency for stakeholders and manage stakeholder expectations.
  • Initiate and conduct necessary research that may need to be done in conjunction with onboarding packages.
  • Develop, monitor and report on KPIs to ensure clients are receiving best-in-class client experience and business development objectives are met.
  • Lead meetings with stakeholders, including sales team members, clients/users, vendor representatives and other internal or external partners, clearly understanding and articulating the priorities, objectives and expectations to meet the clients’ needs.
  • Responsible for assigned onboarding packages, including completion of agreements, configuration of services, training and initial use of services.
  • Be an internal advocate for client needs and solve potential roadblocks to successful implementation of client services.
REQUIRED QUALIFICATIONS
  • Bachelor's Degree or similar work experience with a minimum of 1 – 3 years of banking or cash management sales experience.
  • Excellent verbal and written communication skills. Previous experience presenting to clients
  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
  • Possess strong Analytical and Project Management skills (process analysis, steps required, data required, ask second level questions, professional curiosity, etc.)
  • Self-motivated and ability to participate effectively in a highly collaborative work team
  • Detail oriented and ability to follow through
  • Knowledge of Microsoft Office Programs including Word, Excel, PowerPoint and MS Project/ Monday.com (project planning tools).
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.
This position is NOT eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be currently authorized to work in the United Stated on a full-time basis.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $65,000.00 to $80,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click
here
for a list of benefits for which this position is eligible.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .

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