Client Implementations Pre-Onboarding Specialist

The Clearing House; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

The Clearing House is seeking a Client Implementations Pre-Onboarding Specialist to support pre-onboarding and implementation readiness for financial institutions, credit unions, and TPSPs adopting TCH payment products across networks. You will coordinate activities after contract execution and guide clients toward timely milestone completion.

This client-facing role partners with the Client Implementation Engineers and internal stakeholders to drive onboarding outcomes, manage communications,

Qualifications

• 3–5 years in operations/onboarding or client-facing role (banking/financial services preferred).
• Excellent verbal and written communication.
• Experience documenting operational processes and requirements.
• Detail-oriented with strong organizational and problem-solving skills.
• Ability to manage multiple priorities across internal and external stakeholders.
• Proficiency in Microsoft Office (Excel, PowerPoint, Word).

Responsibilities

• Coordinate pre-onboarding activities with banks, credit unions, and TPSPs.
• Serve as primary contact during pre-onboarding, managing communication, scheduling, and progress tracking.
• Lead client-facing meetings to review pre-onboarding requirements, timelines, and next steps.
• Assist with agreements initiation and execution for new customers and partners.
• Support relationships with TPSPs and connectivity providers.
• Track pre-onboarding progress, identify risks or delays, and escalate issues to ensure timelines are met.
• Contribute to development and standardization of pre-onboarding processes as networks expand.
• Identify opportunities to improve efficiency and enhance the client pre-onboarding experience.
• Coordinate with internal teams including Sales, CRM, Legal and Client Implementations to support pre-onboarding activities.
• Support post go-live activities, including client and TPSP follow-up, coordination of updates, and ongoing communication.
• Monitor and report on participant counts, et al.
• Contribute to Pre-Onboarding Team self-identified risk efforts.

Skills

Experience in onboarding

Communication skills

Process documentation

Attention to detail

Multitasking

Education

Business/Economics degree

Tools

Excel

PowerPoint

Word

Job description

Position Summary

The Client Implementations Pre-Onboarding Specialist supports the pre-onboarding and implementation readiness of Financial Institutions (FIs), credit unions, and third-party service providers (TPSPs) adopting The Clearing House (TCH) payment products across multiple payment networks.

This is a client-facing role responsible for coordinating pre-onboarding activities following contract execution, guiding clients and TPSPs through onboarding requirements, and ensuring timely completion of implementation readiness milestones. The Specialist partners closely with the Client Implementation Engineers and internal stakeholders to support client engagements, facilitate discussions, and drive successful pre-onboarding outcomes.

About The Clearing House:

About The Clearing House: The Clearing House Payments Company L.L.C. is a bank-owned industry utility that shapes the payments landscape and provides infrastructure for safe, reliable, and efficient payments. We see an economy where everyone is connected and a future where modern payments make life easier. The Clearing House operates four payment systems: a high-value wire-transfer system (the CHIPS® network), the country’sfirst and largest instant payments system (the RTP® network), an automated clearinghouse network (the EPN® network), and a check image exchange network (the Image Exchange Network). TCH alsooperatesa bank account number tokenization service, runs a payments association known as the TCH Payments Authority, andmaintainsthe rules for private-sector check image exchange through its ECCHO® business line.

Qualifications Required

• Minimum 3–5 years of experience in an operational, onboarding, implementation support, or client-facing role; banking or financial services background preferred
• Strong verbal and written communication skills
• Experience documenting operational processes and requirements
• Detail-oriented with strong organizational and problem-solving skills
• Ability to manage multiple priorities and coordinate across internal and external stakeholders
• Proficiency in Excel, PowerPoint, and Word

Qualifications Desired

• Degree related to business, economics, or a related field
• Experience with payment products and financial services operations (e.g., RTP, ACH, wires, card networks)
• Experience working with third-party service providers or external partners
• Strong analytical and organizational skills
• Ability to think strategically and contribute to process improvement, standardization, and scalability initiatives

Essential Functions and Responsibilities

• Support pre-onboarding of new customers across TCH payment products by coordinating activities with banks, credit unions, and TPSPs
• Serve as a primary point of contact during pre-onboarding, managing communication, scheduling, and progress tracking
• Lead client-facing meetings to review pre-onboarding requirements, timelines, and next steps
• Support discussions related to agreements, access requirements and client profile options
• Assist with agreements initiation and execution for new customers and partners
• Support relationships with TPSPs and connectivity providers
• Track pre-onboarding progress, identify risks or delays, and escalatest issues to ensure timelines are met
• Contribute to the development and standardization of pre-onboarding processes as the team expands to support additional TCH payment networks
• Identify opportunities to improve efficiency and enhance the client pre-onboarding experience
• Coordinate with internal teams including Sales, CRM, Legal and Client Implementations to support pre-onboarding activities
• Support post go-live activities, including client and TPSP follow-up, coordination of updates, and ongoing communication
• Monitor and report on participant counts, et al.
• Contribute to Pre-Onboarding Team self-identified risk efforts

Physical Demands and Work Environment:

The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Candidates will report to the office three days each week. Onsite work requirements may change at any time.