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Role Description

Client Onboarding Managers act as one of the primary points of contact for onboarding customers and are instrumental in the success of an implementation. This position is responsible for, but not limited to, the collection and mapping of critical customer data, coordination of internal teams and customer training, all of which are intended to ensure a seamless customer implementation and positive overall customer experience.

• Collects carrier/provider details:
• Creates LOA’s, coordinates execution between parties, validates finalized copies.
• Manages data collection, status tracking, and communications regarding:
• LOAs, Accounts/FANs, Carrier Portal Access, Credential logging - 1Password, Paper invoice conversion, PO box redirection, Invoice Collection
• Configuration for standard allocation/audit/reconciliation/rules. Financial periods and Accruals
• Leads the efforts and configures the below w/ coordination with the Invoice Team:
• Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.
• Leads all discussion with additional implementation discussions & service deployment:
• ServiceDesk, Logistics, Third Party services (Fixed, UEM, Bill Pay)
• Participates in customer UAT
• Assists operational onboarding manager in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation)
• Participates in operational go-live readiness sign-off

Supervisory Responsibilities

• Trains new staff
• Acts as Subject Matter Expert for the department.
• Contributes to constructive and timely performance evaluations for the client onboarding specialist.

Qualifications

• 2yrs+ experience as a project manager or similar function
• Bachelor's Degree in appropriate field of study or equivalent work experience
• Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued.
• ServiceNow experience a plus

Requirements

• Ability to work independently and in a team structure executing responsibilities
• Strong organizational and time management skills
• Excellent client-facing and internal communication skills, interpersonal and negotiation
• Highly motivated, goal-driven, outgoing, inquisitive, and customer-centric
• Experience in tracking operational activities, customer data, and customer status, ability to multi-task across a high number of accounts at any given time
• Good understanding of General Accounting and Finance (including accruals, allocations, and general ledger) to work with customer Account Payable and Finance departments
• Ability to build and streamline processes cross departmentally
• Experience in account management and project management
• Self-motivated and able to thrive in a results-driven environment

Benefits

• brightfin offers a comprehensive health, dental and vision benefits package.
• Paid time off. We strongly believe in work-life balance and taking time for yourself.
• 401K with employer match