Client Experience & Onboarding Manager

Connection; United States; On-site; USD 86,000 - 111,000; Full time

Job summary

Connection is seeking a Manager, Client Experience and OnBoarding in the United States to oversee onboarding for new clients and coordinate a region-wide Client Experience team. You will guide onboarding processes, manage escalations, and drive continuous improvements across the client journey.

Responsibilities include leading trainings, coordinating with sales, ensuring SOX compliance, and maintaining strong client satisfaction through effective team leadership and process optimization.

Qualifications

• Degree requirements: Bachelor’s Degree or the equivalent combination of education and work experience.
• Minimum years of work experience to qualify for role: 15; total years of work experience to be fully proficient: 18.
• Required competencies: General understanding of technology equipment as it relates to customers IT environments; Intermediate Microsoft Office skills including Excel for creating.

Responsibilities

• Coordinate client onboarding efforts and manage onboarding checklist.
• Lead the Client Experience Team, provide feedback, and manage performance evaluations.
• Escalate critical issues to senior management and drive process improvements.
• Coordinate training sessions and best-practice sharing across the team.
• Ensure compliant processes with Sarbanes-Oxley controls where applicable.
• Oversee scheduling and resources for onboarding and client adoption.

Skills

Client experience

Team leadership

Process improvement

Onboarding

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Job description

Connection is seeking a Manager, Client Experience and OnBoarding in the United States to oversee onboarding for new clients and coordinate a region-wide Client Experience team. You will guide onboarding processes, manage escalations, and drive continuous improvements across the client journey.

Responsibilities include leading trainings, coordinating with sales, ensuring SOX compliance, and maintaining strong client satisfaction through effective team leadership and process optimization.