Analyst I, Client Onboarding

Position Summary:

The Analyst I, Client Onboarding supports end-to-end client onboarding, implementation, and migration activities for assigned accounts by coordinating onboarding tasks, gathering and documenting client requirements, supporting platform configuration activities, and assisting with onboarding execution. This position works collaboratively with clients and internal stakeholders to support timely onboarding completion, operational readiness, and positive client experiences while applying knowledge of onboarding workflows, platform capabilities, operational process, and implementation best practices.

Essential functions, responsibilities:

• Lead client onboarding by delivering platform demonstrations and training that clearly explain functionality, configuration options, and the onboarding process.

• Resolve client issues by proactively addressing onboarding concerns, implementation risks, and questions while maintaining strong client relationships.

• Support clients through onboarding by providing guidance and enablement throughout onboarding, implementation, and migration activities.

• Gather and validate requirements by partnering with clients to document onboarding needs and align them to scalable solutions.

• Analyze workflows to identify process gaps and support accurate configuration and implementation activities.

• Translate business needs into clear, standardized onboarding and migration requirements that support system setup and data accuracy.

• Recommend onboarding solutions aligned with established procedures, best practices, and operational standards.

• Apply platform expertise by maintaining strong knowledge of system functionality, configuration capabilities, troubleshooting practices, and downstream impacts.

• Use onboarding technologies including CRM tools, compliance platforms, and project management systems to support implementation activities.

• Collaborate cross‑functionally with internal teams to coordinate onboarding tasks, resolve issues, and support implementation progress.

• Communicate with stakeholders by facilitating status meetings, sharing timelines, and outlining expectations and action items.

• Escalate risks by identifying delays, configuration issues, or operational concerns that require additional support.

• Coordinate onboarding projects by managing timelines, deliverables, kickoff activities, dependencies, and follow‑ups across multiple accounts.

• Follow structured processes to ensure consistent onboarding delivery aligned with established workflows and best practices.

• Maintain documentation by keeping accurate records, updating project tracking, and supporting process improvements that enhance client experience and operational quality.

• Perform additional duties as assigned by management.

Key Skills and Experience:

• Bachelor’s degree in business administration or a related field required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

• 2+ years of experience in client onboarding, implementation support, customer success, account coordination, or related client-facing operational roles required.

• Strong organizational skills with the ability to support multiple onboarding projects and effectively prioritize routine tasks, deliverables, and follow-up activities in a fast-paced environment.

• Demonstrated ability to proactively identify, communicate, and support resolution of onboarding issues, client concerns, and time-sensitive implementation activities.

• Effective problem-solving and stakeholder management skills with a solution-oriented approach to balancing client requirements, operational standards, and stakeholder feedback to support successful onboarding outcomes.

• Strong written and verbal communication skills with the ability to gather, document, and translate client requirements into clear, standardized, and implementation-ready solutions.

• Effectively translates technical concepts, onboarding requirements, and platform functionality into clear, actionable guidance for non-technical stakeholders and client users.

• Demonstrates analytical and interpretive skills with the ability to review onboarding requirements, identify inconsistencies or operational gaps, and support accurate onboarding configuration and implementation activities.

• Demonstrates professionalism, accountability, collaboration, and strong client service orientation when interacting with clients and internal stakeholders.

• Proficient in Microsoft Office applications with working knowledge of onboarding tools, CRM systems, compliance platforms, ticketing systems, and project tracking tools.

Internal Mapping: This role aligns to the internal job profile of Analyst I, Client Onboarding within the Migrations & Implementations job family. 

Physical Requirements: 
• While performing the duties of this job, the employee is regularly required to speak, hear, have close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Walk (occasionally), sit- up to 8hrs. a day, stand (occasionally), use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms, able to lift up to 15lbs.(occasionally). 
 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.