Client Onboarding Specialist

Yoh, A Day & Zimmermann Company; Winston-Salem (NC); Hybrid; USD 52,000 - 62,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision Benefits

Health Savings Account (HSA)

Life & Disability Insurance

Employee Assistance Program (EAP)

401K Retirement Savings Plan

Referral Bonus Programs

Certification and training opportunities

Job summary

Join a leading company in Financial Services as a Client Onboarding Specialist in Winston-Salem, NC. You will oversee the onboarding and implementation of client systems while ensuring high satisfaction through thorough testing and coordination. Your expertise in project management and client engagement will drive seamless integration, making a meaningful impact in client relationships and operational efficiency.

Qualifications

• Minimum 5 years of experience in client onboarding.
• 3+ years of testing support experience.
• Strong understanding of software development lifecycles.

Responsibilities

• Lead client onboarding and implementation activities.
• Collaborate with stakeholders to define acceptance criteria.
• Test new product software applications or enhancements.

Skills

Client onboarding

Project multitasking

Communication

Relationship building

Attention to detail

Education

Bachelor’s degree in computer science or related field

Tools

MS Office applications

Job description

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Sr. Account Executive - Technology & Finance | Ethics Officer

Industry: Financial Services
Title:Client Onboarding Specialist
Location: Winston-Salem, NC
Schedule: Hybrid 2 to 3 days onsite

**Must have experience onboarding clients, with the ability to multitask projects, and comfortable with client facing.

Summary:
The Client Implementations Specialist will provide expertise leading onboarding and implementation activities for Company systems, processes, and products and conducting in user acceptance testing (UAT). The Specialist will ensure high level of client satisfaction by driving seamless implementation and onboarding experiences for clients and stakeholders as well as quality assurance through thorough testing. The Client Implementation Specialist will understand and troubleshoot company products, services and systems. Determine and review project plans. Coordinate product needs between clients and company team members.

Qualifications required:
• Bachelor’s degree in computer science or related field with a minimum of 5 years of experience
• Candidate requires minimum 3+ years of client onboarding and integration experience
• Candidate requires minimum 3+ years of experience performing testing support for internally developed applications
• Development of onboarding and implementations project plans
• Development of test cases and supporting documentation against requirements experience.
• Ability to continuously enhance testing criteria and results reporting
• As directed, undertake additional duties and responsibilities that may arise from time to time.
• Ability to build relationships, build consensus, negotiate solutions, and guide customers through their decision process is highly desirable.
• Experience with Windows and Linux based distributed systems, IBM MQ and connect direct technologies
• Definitive and fundamental understanding of XML language used in messaging
• Must be detail oriented and organized in both thought and practice
• Must be able to communicate ideas, both in written and verbal, in a clear, concise and professional manner, including technical writing skills
• Ability to work with all levels within the organization
• Strong attention to detail to ensure firm policies and procedures are adhered
• Proficiency with MS Office applications including MS Project
• Proven experience in user acceptance testing and/or system implementation.
• Strong understanding of software development lifecycles (SDLC) and quality assurance processes.

Essential functions and responsibilities:
• Lead client onboarding and implementation activities, ensuring timely and successful adoption of systems or products.
• Develop certification plans that validate the business and technical requirements.
• Collaborate with stakeholders to define acceptance criteria and ensure comprehensive test coverage.
• Identify, document, and track issues, bugs, and inconsistencies, working closely with technology teams for resolution.
• Test new product software application or enhancements to existing software application
• Maintain detailed documentation, including test results, defect logs, and testing/implementation metrics.
• Implement improvements in testing processes that reduce risk and drives efficiencies.
• Serve as the primary point of contact for clients during implementation, providing guidance and addressing concerns.
• Conduct system configurations, data migrations, and customizations based on client requirements.
• Coordinate cross-functional teams to ensure all implementation milestones are met.
• Monitor and evaluate implementation success, collecting feedback for continuous improvement.

Estimated Min Rate: $25.00
Estimated Max Rate: $30.00


What’s In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh’s extensive talent community that will provide you with access to Yoh’s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities
  

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Analyst and Information Technology

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