Client Onboarding Specialist I

DISA Global Solutions, Inc.; United States; À distance; USD 50 000 - 63 000; Plein temps

Résumé du poste

DISA Global Solutions, Inc. is seeking an Analyst I, Client Onboarding to support end-to-end onboarding, implementation, and migration activities for assigned accounts.

You will coordinate tasks, gather client requirements, and assist with platform configuration to ensure timely onboarding and a positive client experience. The role requires collaboration with clients and internal stakeholders, strong organizational and communication skills, and knowledge of onboarding workflows, platform

Qualifications

• Bachelor’s degree required or equivalent combination of education and experience.
• 2+ years in client onboarding, implementation support, customer success, or related roles.
• Strong organizational skills to manage multiple onboarding projects and prioritize tasks in fast-paced environments.
• Proactive in identifying and addressing onboarding issues and client concerns with a solution-oriented approach.
• Excellent written and verbal communication to translate requirements into actionable solutions.
• Ability to translate technical concepts for non-technical stakeholders and client users.
• Professionalism, accountability, collaboration, and client-service orientation.

Responsabilités

• Lead client onboarding with platform demos and training explaining functionality and configuration options.
• Resolve client issues by addressing onboarding risks and questions while maintaining relationships.
• Support clients through onboarding, implementation, and migration activities.
• Gather and validate requirements with clients to document onboarding needs and align to scalable solutions.
• Analyze workflows to identify gaps and support configuration and implementation.
• Translate business needs into clear onboarding and migration requirements for system setup.
• Recommend onboarding solutions aligned with procedures and standards.
• Maintain knowledge of system functionality and troubleshooting best practices.
• Collaborate with internal teams to coordinate onboarding tasks and progress.
• Communicate status, timelines, and expectations to stakeholders.
• Escalate risks when needed and coordinate project timelines and deliverables.
• Maintain documentation and support process improvements.

Connaissances

Client onboarding

Implementation support

Project coordination

Stakeholder management

Communication skills

Analytical thinking

Formation

Bachelor's degree in business administration or related field

Outils

CRM systems

Compliance platforms

Ticketing systems

Project tracking tools

Description du poste

DISA Global Solutions, Inc. is seeking an Analyst I, Client Onboarding to support end-to-end onboarding, implementation, and migration activities for assigned accounts.

You will coordinate tasks, gather client requirements, and assist with platform configuration to ensure timely onboarding and a positive client experience. The role requires collaboration with clients and internal stakeholders, strong organizational and communication skills, and knowledge of onboarding workflows, platform