Client Lifecycle Specialist

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

Job Location: Boca Raton, FL 33487

Role Overview

The Client Lifecycle Operations Specialist plays a vital role in supporting and optimizing the client journey across pre‑onboarding, onboarding, ongoing maintenance, and offboarding stages. This position focuses on executing tasks that contribute to enhanced Deal Velocity and successful client integrations, from pre‑contract preparations through post‑contract execution. The Specialist collaborates closely with internal teams to deliver exceptional client experiences while ensuring operational accuracy and efficiency. Key responsibilities include following established processes, ensuring documentation accuracy, and proactively supporting continuous process improvements to enhance client satisfaction and business outcomes.

Key Responsibilities

Pre‑Onboarding

• Execute initial client engagement tasks, ensuring a seamless transition from sales to onboarding.
• Gather and document client requirements to prepare for a successful onboarding process.
• Support internal teams by aligning expectations and resources for effective client integration.

Onboarding

• Facilitate the onboarding process by accurately setting up services and ensuring timely completion of tasks.
• Follow standardized onboarding procedures to maintain consistency in client experiences.
• Monitor progress and resolve issues in collaboration with relevant teams.
• Assist Technology and Project Management Teams with implementations and integrations as needed.

Ongoing Maintenance

• Provide ongoing support to clients post‑onboarding, ensuring their needs are met promptly.
• Monitor client satisfaction, address concerns, and identify opportunities for upselling or service optimization.
• Conduct quality assurance on processes and documentation to maintain accuracy and compliance.
• Regularly update and review system entries, sharing findings and improvement opportunities with team members.

Offboarding

• Support the offboarding process, ensuring a professional and smooth transition for departing clients.
• Collect feedback from clients to identify areas for improvement.
• Ensure accurate updates to internal systems following client departures.

Key Skills & Qualifications

• Client Relationship Expertise: Proven ability to manage the entire client lifecycle, ensuring high levels of client satisfaction and retention.
• Operational Excellence: Strong experience optimizing internal processes, including pre‑onboarding, onboarding, maintenance, and offboarding.
• Data‑Driven Decision Making: Proficiency in analyzing client lifecycle KPIs and using insights to drive improvements.
• Communication Skills: Exceptional communication skills for effectively engaging with clients, internal stakeholders at all levels, ensuring clarity and alignment on expectations.
• Regulatory Compliance: Familiarity with industry‑specific regulations and best practices to ensure operational compliance.
• Attention To Detail: Strong attention to detail in reviewing Client Lifecycle Operations documentation and system entries to ensure accuracy and compliance.

Hours Required

Monday to Friday 8:30AM to 5:00PM

Education and Work Experience

• High School Diploma; Associates/BA Degree or equivalent a plus
• 2-3 years of workplace experience with administrative duties

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk or hear, sit, use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and occasionally required to stand; walk; climb stairs. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by the job include close vision and the ability to adjust focus.