Client Onboarding Analyst Jobs

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Program Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included! This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success, or continue within Client Services. The start date for the program will be July 2027, and based from our Edinburgh office. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. The Role We are currently seeking a Client Solutions An

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Program Being a part of the AddeGrad Program, you will be working on meaningful projects that you can feel proud of while building your career for future advancement. In addition to having a supportive manager and collaborative teams, we provide an in-depth onboarding and enablement program to get you acclimated and ready for each path of your career growth journey in the program. A strong corporate culture and cool swag are also included! This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform - integral to unlocking further career growth and development within the company. You’ll have the ability to partner with key stakeholders across our Go-To-Market and R&D teams. Upon completion of the program, you’ll be prepared to continue growing your career in other parts of the business, such as Client Success, or continue within Client Services. The start date for the program will be July 2027, and based from our SLC office. Onboarding dates are currently set for the summer season, but please consult with your recruiter. Seeking US candidates only. Specific to US candidates, this program is being hosted out of our Salt Lake City location. The Role We are cur

Who we are About Stripe Stripe, LLC. is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. What you’ll do Responsibilities Develop and manage scalable billing and collection processes for complex user agreements and new business operations. Build scalable and auditable onboarding processes for new and existing users. Onboard sold custom contracts into our billing systems. Work with legal contracts using strong attention to detail. Partner with internal systems, global deal management, legal, sales ops, internal audit, go-to-market, engineering and accounting teams to develop and improve processes for contract reviews and to anticipate changing business requirements. Partner with account managers to solve user inquiries related to onboarding implementation, billing, and collections. Advocate for the customer to internal stakeholders. Share system feedback and insights to Sales, Product Management, Engineering, Support and Legal on innovation and improvement needed to optimize the Stripe user experience. Help scope, build, and deliver continuous process improvements that enhance operations. Who you are Minimum requirements Must have a Bachelor's degree or foreign equivalent in Finance, Business, Information Management, or a related field, plus 4 years of Client-facing experience in customer success, consulting, financial services, account management, or technical product sales. Must also have 3 years experience in each of the following: Tracing process impacts from situation to end customers &amp

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking an IAM Analyst to join our growing Information Security & Risk team . The successful candidate will have the opportunity to help take Addepar’s Internal Identity & Access Management program to the next level. In this role, this person will work as part of the internal Identity & Access Management (IAM) function to improve the overall security posture of the organization. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role. What You’ll Do Provide operational support for IAM related administration tools: Application onboarding and role definitions Recertification campaigns based on security and audit requirements Handling end user escalations and support requests Assist with improving the overall maturity of the internal IAM program: Analyze, design, and implement improvements to data quality and role decisions across integrated systems. Governance Initiatives, such as Entitlement Reviews and proper inventory management of identities Enhancing IAM posture including human and non-human identities. Continually improve the I

Opportunity Overview: We are seeking a Senior Actuarial Analyst to join our Actuarial team. In this role, you will own the models and core reporting that quantify customer outcomes, impact, and cost savings for Cohere’s prior authorization programs, and present what is driving those results to internal leadership and external customers. You’ll partner closely with clinical, customer success, and data teams to keep the numbers accurate and consistent, making this an opportunity to shape how Cohere measures and communicates the value it delivers. This is a remote-first role that may require travel to Boston, MA for new hire onboarding and occasional in-person team meetings and company events. What you’ll do: Own and maintain client-facing reporting that measures cost savings, outcomes, and performance of prior authorization programs across specialty areas (MSK, cardiology, diagnostic imaging, therapy, sleep, and others). Build, maintain, and QC the actuarial models and methodology behind that reporting, and keep them ready to scale to new clients and lines of business. Analyze and interpret authorization and claims data to identify trends, key drivers, and opportunities to improve customer value, and quantify the dollar and utilization effect of each. Design and run impact evaluations and post-implementation assessments: define intervention and comparison cohorts, baselines and benchmarks, units of measurement, and methods (pre and post, difference-in-differences, quasi-experimental), including sensitivity analyses that isolate true Cohere impact and validate savings. Reconcile authorization-based impact against realized claims, and investigate and explain month-over-month and quarter-over-quarter changes. Prepare and present clear, executive-level insights and results to external customers and internal leadership, articulating assumptions, drivers, and implications. Partner closely with customer success, clinical, and actuarial teams to align metrics, assumptio

Location: Mumbai, Maharashtra/ Chennai Ambattur Key Responsibilities: Gather, analyze, and document business requirements for Temenos Infinity / Digital Banking implementations, translating them into functional specifications and user stories. Facilitate requirement elicitation workshops with business stakeholders to define digital origination, onboarding, and servicing journeys. Document current and future-state business processes, workflows, and use cases for CSR journeys and Digital Banking Servicing Micro Apps. Collaborate with technical consultants to configure and validate Visualizer-based journeys aligned to business requirements. Define and review BPMN and DMN process flows and task workflows supporting business operations. Conduct gap analysis between standard Temenos Infinity functionality and client-specific requirements, proposing configuration or extensibility options. Prepare Business Requirement Documents (BRDs), Functional Specification Documents (FSDs), and requirement traceability matrices. Translate business requirements into technical inputs for Fabric Experience APIs and Temenos Digital Microservices configurations. Plan and support User Acceptance Testing (UAT), including test case design, execution support, and defect triage with business stakeholders. Liaise between business stakeholders, technical teams, and project management to ensure requirements are correctly understood and delivered. Assist with change impact assessments, training material preparation, and end-user training for Temenos Digital solutions. Contribute to solution design discussions, ensuring alignment with business goals, scalability, and regulatory requirements. Track, manage, and obtain sign-off on requirement changes throughout the project lifecycle. Support pre-sales and solution consulting activities, including RFP responses and solution demonstrations, as required. Share domain and functional knowledge, providing guidance and training to internal teams o

Opportunity Overview: We are seeking a Senior Integration Analyst to join our Integration Services team. In this role, you will lead the technical analysis and design of complex healthcare interoperability solutions that enable seamless integration between the Cohere platform and payer, provider, and third-party systems. You'll partner closely with Product, Engineering, Clinical, Analytics, and external stakeholders to deliver scalable, reliable integrations that improve the patient and provider experience. This is an opportunity to work with cutting-edge healthcare technology, solve complex interoperability challenges, and directly influence the evolution of Cohere's integration platform while contributing to better patient outcomes. This is a remote-first role that may require travel to Boston, MA for new hire onboarding and occasional in-person team meetings and company events. What you’ll do: Serve as a subject-matter expert for healthcare interoperability and payer prior authorization integrations, leading the analysis and definition of data exchanges between the Cohere platform and payer, provider, and third-party systems Lead client-facing integration discovery and requirements-gathering sessions, translating complex payer and provider workflows into clear technical specifications Design scalable, reusable integration workflows using APIs, HL7 FHIR, HL7 v2, X12 EDI, SFTP, flat files, and other data-exchange methods Produce source-to-target mappings, interface specifications, data-flow diagrams, field definitions, validation rules, and error-handling requirements Manage integration analysis across up to three concurrent client initiatives, tracking risks, dependencies, decisions, and open issues Investigate integration failures and coordinate root-cause analysis across technical teams; review payloads, files, logs, and system behavior to resolve data-quality issues Develop test scenarios and support unit, integration, end-to-end, regression, and producti

Opportunity Overview: The Data Platform team at Cohere Health is building a scalable, intelligent data ecosystem to power analytics, reporting, and operational decision-making across the company. We are seeking a Business Analyst II to serve as the bridge between client enablement and business needs and technical execution. You’ll work closely with clients, stakeholders, product managers, and engineers to gather requirements, write user stories, shape data solutions, and help drive the development of high-quality data products. As a Business Analyst II, you are expected to work independently on moderately complex initiatives, provide clarity and structure to technical delivery, and contribute to the ongoing evolution of our processes and workflows. This role combines attention to detail, analytical thinking, and cross-functional collaboration. This role offers the opportunity to work in a dynamic, mission-driven environment with the chance to make a measurable impact on healthcare outcomes. The ideal candidate will be curious, detail-oriented, and comfortable navigating fast-paced, cross-functional work. What you’ll do: Partner with clients, the client delivery team, product development and stakeholders across the business to gather and document detailed business and data requirements Translate business needs into clear user stories, and supporting epics, collaborating with the Sr. Product Manager and engineers to ensure accuracy and alignment Perform data gap analyses and source-to-target mapping to support onboarding of new data sources Validate data outputs and support QA processes using SQL and other tools to ensure accuracy, consistency, and completeness Support data profiling and quality monitoring efforts, while maintaining awareness of data lineage and providing business context to ensure end-to-end data reliability. Serve as the point of contact for requirement clarification during project delivery, ensuring alignment across teams Take initiative to improve

About BlueConic: At BlueConic, we’re reinventing how businesses grow by transforming customer data into real-time intelligence and action. As the creators of the industry’s first Customer Growth Engine (CGE), we help brands move beyond traditional CDPs to a smarter, faster model for growth that is powered by AI, built for privacy, and designed to create meaningful value across the customer lifecycle. For our customers, none of that works if their email doesn’t reach the inbox. Our Success Services team is what keeps it there. Senior Deliverability Strategist We’re hiring a Senior Deliverability Strategist to own the customer-facing side of deliverability in Success Services, from onboarding and IP/domain warm-up through audits, remediation, and ongoing inbox-placement strategy. You’ll be the senior deliverability voice customers rely on, working directly with mailbox providers, blocklist operators, and industry bodies on their behalf, and partnering with our Lead Deliverability Analyst, who owns technical and operational execution. This is a highly client-facing role reporting to the Manager, Deliverability. Location & Coverage Based in Pune, India, working U.S. business hours to support our U.S. customers and their mailbox-provider escalations in real time. As our customer base grows internationally, coverage will expand to additional time zones (including EU), so flexibility to shift or extend hours as the team scales is expected. What you'll do Own onboarding and warm-up: IP and domain warm-up for customers migrating to BlueConic, from plan design through execution and monitoring. Lead deliverability audits: holistic reviews of a customer’s sending infrastructure, authentication, list hygiene, reputation, and program performance, delivered as a clear report with prioritized remediation steps. Own incident response: serve as the escalation point for spam complaints, spam-trap hits, blocklistings, and ISP blocks, and drive them to resolution in real time. Own I

Client Onboarding Manager – Inference & Agentic AI | Paytm (Noida) About the Role Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Key Responsibilities Own client onboarding from sales handover to go-live. Understand client workflows, systems, and integration requirements. Coordinate with Product, Engineering, and Client teams for seamless deployment. Manage onboarding timelines, milestones, and stakeholder communication. Conduct client training sessions and drive product adoption. Track onboarding KPIs, client satisfaction, and implementation success. Gather client feedback and support continuous product improvements. Ideal Candidate 2–5 years of experience in Client Onboarding, Implementation, Customer Success, or Solutions Engineering. Experience in SaaS, Fintech, Enterprise Technology, or AI products preferred. Good understanding of APIs, integrations, CRM systems, and enterprise workflows. Strong project management, problem-solving, and stakeholder management skills. Excellent communication and client-facing abilities. Bachelor’s degree in Engineering, Business, or related field. Location: Noida Why Join? Be part of Paytm’s fast-growing AI business and work closely with enterprise clients to deliver cutting-edge AI-driven automation solutions at scale.

Client Onboarding Director, Inference and Agentic AI Location: Noida Company: Paytm About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Delivery Ownership and Implementation Governance Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope

About Paytm Paytm is a pioneer of digital payments in India, serving over 450 million consumers and 45 million merchants across payments, financial services, and commerce. Over the years, Paytm has built deep in-house capabilities across technology, data, and operations to operate at scale with high reliability. Paytm is building a full stack AI platform focussed on Inference and Agents, enabling large enterprises to deploy AI driven automation across sales, service, operations, and analytics. The Inference and Agentic AI team operates as a cross functional unit spanning engineering, product, data science, business management, and sales, and owns the full lifecycle of AI solutions from opportunity discovery to deployment and scale. Role Overview Paytm is looking to hire a Client Onboarding Director to own implementation delivery and client onboarding governance for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead Client Onboarding Managers and ensure that enterprise deployments move smoothly from sales closure to go live and early adoption. The role sits at the intersection of client teams, product, engineering, business, and sales, and is responsible for converting signed enterprise deals into successful, timely, and scalable deployments. The candidate will own delivery planning, integration governance, risk management, stakeholder communication, and post go live stabilization across enterprise AI agent deployments. The role requires strong program management, technical understanding, client handling, and ability to drive execution across multiple internal and external teams. Key Responsibilities Own end to end delivery governance for enterprise AI agent deployments from sales handoff to go live and stabilization. Lead the implementation planning process across scope, timelines, milestones, dependencies, risks, and success metrics. Ensure every enterprise deployment has a clear project plan, own

Binance is a leading global blockchain ecosystem behind the world’s largest cryptocurrency exchange by trading volume and registered users. We are trusted by 300+ million people in 100+ countries for our industry-leading security, user fund transparency, trading engine speed, deep liquidity, and an unmatched portfolio of digital-asset products. Binance offerings range from trading and finance to education, research, payments, institutional services, Web3 features, and more. We leverage the power of digital assets and blockchain to build an inclusive financial ecosystem to advance the freedom of money and improve financial access for people around the world. Responsibilities Work with the CO and MLRO on internal compliance policy review, including ongoing assessments, assisting with compliance review, internal audit reviews and ongoing or ad hoc reviews; Tracking new product/service launch compliance items; Handle, review and verify all applications for client on-boarding within available SLAs; Proficiency in compliance applications and programs such as Thomson Reuters, Worldcheck, KYC vendors, Chainalysis, etc.; Work closel

XO Health believes healthcare is fixable. Become part of the community changing the face of the industry. XO Health is the first health plan designed by and for self-insured employers that delivers a more unified health experience for everyone – from those who receive care, to those who deliver it, to those who pay for it. We are growing a multi-disciplinary team of diverse and digitally empowered employees ready to rebuild trust in healthcare through comprehensive and unified transformation. ABOUT XO HEALTH: XO Health is a technology-driven health plan built for self-insured employers. We serve employers, members, and providers through a value-based care network, a risk contracting engine, and a real-time data and analytics platform. We are a small, fast-moving team where every person owns outcomes, not just tasks. ABOUT THE ROLE: The Implementation Lead owns the end-to-end onboarding of new employer groups and TPA partners, from signed agreement through effective date and a stable first 60 days. You are the single point of accountability for a clean, on-time go-live: the plan is built correctly, eligibility flows, ID cards and welcome kits land, the member app is configured, and the client knows exactly where things stand at every step. This is a hands-on, build-the-playbook role. You will run implementations yourself while standardizing how XO does them, so that each one is faster and cleaner than the last. You will work across Commercial, Plan Operations, Claims, Network, IT, and Compliance, and you will be the person clients, brokers, and TPAs trust to get them live. RESPONSIBILITIES: Client and TPA Onboarding: Lead the full implementation lifecycle for new employer groups and TPA partners, from kickoff through effective date and post-go-live stabilization. Build and maintain the implementation plan for each client: benefit design and plan documents, group structure, eligibility and enrollment setup, stop-loss coordination, vendor and partner integration

CAPCO POLAND * We are looking for Poland based candidate. * This role is hybrid and may require working from the office in Warsaw. Product Manager – Fenergo / KYC & Risk We are looking for an experienced Product Manager with strong knowledge of Fenergo, KYC, Risk and Client Lifecycle Management (CLM) to support the development and optimisation of client onboarding and compliance processes within a financial services environment. Key Responsibilities Own and prioritise the product roadmap and backlog for Fenergo-based KYC and CLM solutions . Analyse and optimise end-to-end KYC, onboarding and client lifecycle processes . Define and improve risk assessment, client risk rating, CDD/EDD and periodic review processes . Translate business, regulatory and operational requirements into product features and user stories. Work closely with KYC Operations, Risk, Compliance, Business and Technology teams . Identify process gaps, operational risks and opportunities for automation and process improvement . Support Fenergo configuration, workflow design, integrations, testing and releases. Ensure solutions meet regulatory, business and risk management requirements. Required Experience Experience as a Product Manager / Product Owner in banking or financial services. Hands-on experience with Fenergo, preferably Fenergo CLM. Strong knowledge of KYC, AML, CDD/EDD and Risk Management. Good understanding of client onboarding, risk assessment and periodic review processes. Experience in process analysis, optimisation and transformation. Strong stakeholder management skills across Business, Risk, Compliance, Operations and Technology. Experience working in Agile delivery environments. WHAT WE OFFER Contract of employment. Multiple employee benefits packages (MyBenefit Cafeteria, private medical care, insurance). Access to 3,000+ Business Courses Platform. A work culture focused on innovation and creating lasting value for our clients and employees Ongoing learning op