Manage end-to-end onboarding for new clients, serving as their primary contact, gathering documentation, coordinating account setup and data migration, delivering training, and providing initial support. Collect feedback, maintain detailed records, collaborate with sales, service, and technical teams, ensure regulatory compliance, and report on onboarding outcomes and client satisfaction.

The Director of Relationship Management leads the team to foster client relationships, develop strategies, resolve conflicts, and enhance client satisfaction.

Serve as primary client contact to manage escalations, oversee service operations and staff, enforce compliance and security controls, analyze performance metrics, resolve customer issues, collaborate cross-functionally, and lead process improvement initiatives.