Client Lifecycle Orchestrator

NSD NEWCO; Boca Raton (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

NSD NEWCO in Boca Raton, FL is seeking a Client Lifecycle Operations Specialist to optimize the client journey from pre‑onboarding through offboarding. The role focuses on enhancing deal velocity, ensuring accurate documentation, and delivering exceptional client experiences.

You will collaborate with internal teams to implement standardized processes, monitor KPIs, and support continuous improvement. Requires strong communication and attention to detail in a fast‑paced environment.

Qualifications

• Experience managing the full client lifecycle from onboarding to offboarding.
• Ability to document requirements and align with internal teams.
• Familiarity with processes that improve client satisfaction and retention.

Responsibilities

• Execute pre‑onboarding and onboarding tasks coordinating with sales and services.
• Set up services, monitor progress, and resolve issues with teams.
• Provide ongoing post‑onboarding support and identify upsell opportunities.
• Support offboarding with professional transitions and data updates.

Skills

Client relationship

Operational excellence

Data-driven decisions

Clear communication

Regulatory compliance

Attention to detail

Education

High School Diploma; Associates/BA Degree or equivalent

Job description

NSD NEWCO in Boca Raton, FL is seeking a Client Lifecycle Operations Specialist to optimize the client journey from pre‑onboarding through offboarding. The role focuses on enhancing deal velocity, ensuring accurate documentation, and delivering exceptional client experiences.

You will collaborate with internal teams to implement standardized processes, monitor KPIs, and support continuous improvement. Requires strong communication and attention to detail in a fast‑paced environment.