Client Onboarding Card Product Implementation Vp Jobs

Continuing Education Benefit (up $1,250 a year)

Strong track record of delivering improvements to customer support programs or experiences

Experience building or executing customer success programs through scalable processes and technologies (example: email, in-app, online training, community, bot/automation).

Experience with an online ticketing system, like Zendesk.

Real estate, lead generation, or SMB customer experience a plus

Remote work environment, with the option of working in our Dallas office

Experience interacting directly with construction, property management, contractors, and/or other trade and service professional policyholders in the greater Real Estate industry

Update and improve internal information management systems

Demonstrate technical knowledge necessary to communicate Assurely product and technology solutions effectively

Experience with contractors specifically general contractors and or homebuilders

Experience with multiple lines of business insurance coverage

Remote / Austin, TX / Full-time

Prior project management or senior project management experience

Required Qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management

Work with partners in Operations and Product Management to streamline processes

Experience in coaching or mentoring employees and proven ability to successfully manage conflict

Develop, monitor, and manage key performance metrics

Leverage a data-driven approach to building and optimizing processes that drive efficiency and an improved customer experience

Experience hiring and managing a distributed team

Experience building and growing a Global organization

Hire, mentor, and grow high-performing teams that consistently meet and exceed quarterly goals and targets

Build, maintain, and execute quarterly plans aligned with business objectives

Strong organizational and project management skills

Experience in building strong teams and talent management

Client-facing experience including management of complex projects with multiple stakeholders and/or conflicting priorities

Proficiency with database management tools and presentation of data

Bachelor’s degree in healthcare business management or related field; MBA preferred

10+ years of related experience (healthcare operations or technology software implementation including capturing functional requirements and translating into technical requirements)

Strong organizational and project management skills

Experience in building strong teams and talent management

Client-facing experience including management of complex projects with multiple stakeholders and/or conflicting priorities

Proficiency with database management tools and presentation of data

Bachelor’s degree in healthcare business management or related field; MBA preferred

10+ years of related experience (healthcare operations or technology software implementation including capturing functional requirements and translating into technical requirements)

4+ years of experience as an Implementation / Onboarding Manager at a SaaS company in a global fast-paced environment.

Ideally experience in payroll processing, EOR/PEO company

Exceptional communication and presentation skills

University degree and/or master or equivalent experience

Strong team-working skills, ability to adapt to a fast-paced, international work environment with a passion for making an impact

Strong critical thinking, analytical skills with an entrepreneurial and proactive mind-set

10+ years banking & securities products experience including KYC, Regulatory, Legal, and Credit skills

Excellent communication skills and experience working with Front Office and clients

Provides Clients and Front Office optimal experience through effective onboarding and communication

Proactively manage queue of onboarding OTC/derivatives requests through reporting and directly interfacing with Front Office

Identify potential skills gaps to inform training and procedural documentation

Manage end to end Onboarding coordination for OTC Derivatives and Equities Derivatives business, Securities and Bank onboardings for Corporate clients

Required Qualifications, Capabilities and Skills

Preferred Qualifications, Capabilities and Skills

Drive CB KPI reporting and manage Commercial Bank dependencies / cross impacts

Co-sponsor go-to-market and commercialization efforts to ensure solutions are ready to be offered to Commercial Banking clients

5+ years of relevant Product, Strategy or Consulting experience within Payments (Banking or Fintech) using a data-driven approach

Strong knowledge of payments, particularly within a bank or FinTech provider or as operator of a platform business

Experience on Client Onboarding Change Management.

Capture requirements, prioritize investments, work with Compliance Engineering and Operations to test and deploy features.

Strong problem solving skills and the ability to develop creative solutions to complex operational challenges.

What you’ll be doing (ie. job duties):

What we look for in you (ie. job requirements):

You’ve got positive energy. You’re optimistic about the future and determined to get there.

Basic knowledge of MS Office (Microsoft Excel/PowerPoint/Word/Access) Experience with data and trend analysis related to the management of an AML program

Strong managerial, communications, analytical, organizational, project management and planning skills

Maintain active pipeline with Financial Advisors, Complex Management and Risk Officers to onboard new and existing client relationships

VPs in E*TRADE: Experience with or knowledge of E*TRADE client types

Collaborate with Complex Risk Managers and Risk Officers to onboard higher risk new and existing WM/IWM clients

Manage timely remediation of regulatory, audit, or QA/QC findings

Over five years of experience at a nationally recognized law firm and/or in-house at a financial institution

Excellent written and oral communication skills

Skilled to communicate organizational values, address conflicts and deliver difficult messages

Skills that will help you in the role:

Working with stakeholders across the group to develop integrated global regulatory strategies

Monitoring legal and regulatory developments in multiple jurisdictions and anticipating and assessing impact on Barclays’ core businesses

Required Qualifications, capabilities, and skills:

Preferred qualifications, capabilities, and skills:

Identify, execute and lead innovative complex, large scale client onboarding solutions focused on end-to-end ownership of the client experience

Provide subject matter expertise for implementations, products & services, and training requirements directly to external clients and internal stakeholders

Scope client requests and translate business requirements into detailed technical specifications for treasury services

Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations.