Client Implementations Pre-Onboarding Specialist

PAYCO The Clearing House Payments Company L.L.C.; North Carolina; On-site; USD 70,000 - 100,000; Full time

Job summary

The Clearing House seeks a Client Implementations Pre-Onboarding Specialist to guide FIs, credit unions, and TPSPs through onboarding readiness and milestone achievement. You will partner with internal teams to coordinate activities and ensure timely completion of essential requirements.

You'll coordinate communications, meetings, and documentation, while managing multiple stakeholders and risks to keep onboarding on schedule.

Qualifications

• 3–5 years in an operational, onboarding, implementation support, or client-facing role
• Banking or financial services background preferred
• 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

Responsibilities

• Coordinate pre-onboarding activities for banks, credit unions, and TPSPs across TCH payment products
• Serve as primary pre-onboarding contact, managing communication, scheduling, and progress tracking
• Lead client-facing meetings to review requirements, timelines, and next steps
• Support discussions related to agreements, access requirements and client profile options
• Assist with initiation and execution of agreements for new customers and partners
• Coordinate with internal teams to support pre-onboarding activities
• Monitor progress, identify risks/delays, and elevate issues to meet timelines
• Support post go-live activities and ongoing client/TPSP communication
• Contribute to standardization of pre-onboarding processes and scalability initiatives

Skills

Verbal/Written communication

Documentation

Organization

Multitasking

Excel

PowerPoint

Word

Education

Business or 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

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's first 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 also operates a bank account number tokenization service, runs a payments association known as the TCH Payments Authority, and maintains the 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 elevate 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. The Clearing House operates U.S.-based payments networks that clear and settle more than $2 trillion each day through wire, ACH, check image, and real-time payments. It is the nation’s most experienced payments company, with a long track record of providing secure and reliable systems, payments innovation, and strategic thought leadership to financial institutions. In 2017, The Clearing House revolutionized U.S. payments by introducing the RTP® network, which supports the immediate clearing and settlement of payments, along with the ability to exchange related payment information across the same secure channel. These RTP capabilities enable all financial institutions to offer safer, faster, and smarter digital transaction services for their corporate and retail customers. Learn more at www.theclearinghouse.org.