Client Onboarding Associate Analyst Jobs

The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp

Join Delphi - Where Innovation meets transformation At Delphi, we believe in creating an environment where our people thrive. Our hybrid work model empowers you to choose where you work—whether it's from the office, your home, or a mix of both—so you can prioritize what matters most. We are committed to supporting your personal goals, family, and overall well-being while driving transformative results for our clients. We welcome exceptional talent from anywhere across the globe. Interviews and onboarding are conducted virtually, reflecting our digital-first mindset. Rooted in the region, we specialize in delivering tailored, impactful solutions in Data, Advanced Analytics and AI, Infrastructure, Cloud Security, and Application Modernization. Whether it’s enabling predictive analytics , transforming operations with automation, or driving customer engagement with intelligent platforms, we are the trusted partner for organizations ready to embrace a smarter, more efficient future. About the role We are seeking a proactive and experienced Senior App Modernization and DevOps Engineer to lead the transformation of legacy applications and drive the implementation of modern DevOps practices on Azure. This role requires strong expertise in cloud computing, application modernization, and containerization, with a particular focus on Azure Kubernetes Service (AKS) and Azure-native solutions. The ideal candidate will have a proven track record in modernizing enterprise applications and optimizing CI/CD pipelines within a cloud-first environment. Job responsibilities Application Modernization Support: Assist in the migration and modernization of legacy applications to Azure, working closely with senior engineers to refactor, rearchitect, and containerize applications. CI/CD Pipeline Assistance: Support the development, maintenance, and optimization of CI/CD pipelines using Azure DevOps, ensuring smooth integration and deployment processes. Infras

ROLE: RETAIL MEDIA SEARCH MANAGER TEAM: MEDIA LOCATION: TORONTO (HYBRID ONSITE) COMPANY OVERVIEW At Salt Media , we're on a mission to earn the world's attention. As the media division of Salt XC, we're building a different kind of agency where media, commerce, creative, data and technology work as a single connected team. Our people combine strategic thinking with AI-powered tools, automation and advanced analytics to help some of North America's most recognized brands solve complex business challenges and drive measurable growth. We move quickly, challenge convention, and believe the best ideas come from curious people who are empowered to experiment. If you're looking to do career-defining work alongside smart, ambitious teammates in an environment that's shaping the future of media, we'd love to meet you. ROLE OVERVIEW We are seeking an experienced Retail Media Search Manager to lead strategy, execution, and team development across retail media platforms. The ideal candidate brings deep expertise in Walmart Connect, Target Roundel, and Amazon Ads — combined with the ability to lead a small team, own senior client relationships, and build the scalable playbooks that elevate how we work. A Skai Certification is required. CORE RESPONSIBILITIES Team Leadership & Development Lead and mentor a team of 1–3 Retail Media Search Associates, providing day-to-day direction, performance feedback, and career development support. Set quality standards and review processes to ensure consistent, accurate campaign execution across all team accounts. Build onboarding materials, training guides, and optimization playbooks to scale team capabilities and reduce reliance on institutional knowledge. Identify skill gaps on the team and partner with leadership to address them through coaching, training, or resource development. Strategic Planning & Client Ownership Develop r

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The Opportunity As a Senior Air Operations Associate based in Vietnam, you will manage complex airfreight operations while providing hands-on leadership to a small team. This role is designed for experienced operators ready to take the next step — driving execution excellence, mentoring teammates, and contributing to process improvements that will shape Flexport's growing operations in Vietnam. What You'll Do Coordinate end-to-end airfreight operations in alignment with company strategy, global policies, and customer requirements Serve as the first point of escalation for shipment exceptions, resolving issues with urgency and sound judgement Coach and mentor team members to ensure SOP compliance, productivity, and a culture of continuous improvement Maintain high data accuracy and timely milestone updates across Flexport systems to meet KPIs and SLAs Oversee billing accuracy and cost control, resolving invoice disputes promptly and effectively Monitor and review vendor and carrier performance, providing constructive feedback and actionable solutions Support strategic initiatives including carrier integrations, client onboarding, and system or process upgrades Build

A fast-growing Bangalore-based Robotics Start-up is hiring Sales Associates (B2B Sales) to expand its commercial client network and drive business growth. This is an excellent opportunity for energetic sales professionals who enjoy field sales, client interaction, and achieving targets. Position Details Position: Sales Associate (B2B Sales) Location: Bangalore Job Type: Full-Time Department: Business Development & Sales Key Responsibilities • Identify and approach potential B2B clients in assigned territories. • Present and promote robotic cleaning solutions, including one-time services and AMC plans. • Conduct client meetings, site visits, demonstrations, and requirement assessments. • Generate leads and convert prospects into paying customers. • Build strong relationships with facility managers, business owners, and key decision-makers. • Achieve monthly sales and revenue targets. • Maintain accurate CRM records of leads, meetings, and sales activities. • Coordinate with operations teams for seamless customer onboarding. Eligibility & Skills • 3 5 years of relevant sales experience. • Strong communication, presentation, and negotiation skills. • Fluency in English, Hindi, and Kannada. • Comfortable with field sales, cold calling, and client visits. • Knowledge of B2B sales processes and customer relationship management. • Familiarity with CRM tools and mobile reporting systems. • Two-wheeler mandatory (fuel allowance provided). • Experience in B2B sales, facility management, or related sectors will be an added advantage. Benefits • Attractive salary package with performance-based incentives. • Career growth opportunities into Senior Sales, Manager, and Key Account roles. • Professional training in B2B sales, negotiation, and product pitching. • Opportunity to work with an innovative and rapidly growing Robotics Start-up. How to Apply Interested candidates can send their updated resume along with contact details to: Email: Apply now and become part of the future o

Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission: As an Enterprise Support Associate, you will own the end-to-end support experience for a portfolio of healthcare providers. You will ensure providers receive maximum value from Zocdoc’s products and services by resolving their queries, optimizing their profiles, and proactively identifying opportunities for improvement. You will be the primary point of contact for support cases, collaborating with cross-functional teams to deliver a seamless provider experience. Your Day to Day Is… Manage and resolve provider support cases via email and phone, ensuring timely and high-quality responses Own the full lifecycle of support cases in Salesforce, including triage, status updates, documentation, and closure Proactively identify and address provider needs, recommending solutions and improvements Escalate complex issues to the appropriate internal teams (EOP, ECSM, AE, IS) and follow up to ensure resolution Collaborate with Enterprise Onboarding Partners, Client Success Managers, and Account Executives to delive

As we continue to revolutionize the commercial real estate industry, we're hiring an Associate Implementation Manager to join our team. This is an entry-level role built for someone ready to take things on and grow fast. You'll be embedded in a fast-moving implementation org, supporting clients and internal teams through onboarding, approval, and early adoption. You'll work cross-functionally to ensure a seamless experience from pre-sale through ongoing support, and you'll do it with an AI-first mindset , leaning on modern tools to work smarter, not harder. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you'll do : Drive Efficiency with AI - Approach every task with an AI-first mindset. Look for opportunities to leverage AI & Automation Tools to automate data collection, streamline workflows, and reduce manual lift. Project Execution Partnership - Partner on projects to plan, schedule, and manage project timelines from kickoff through portfolio go-live. Facilitate recurring project management meetings, build bespoke implementation plans tailored to client goals, and ensure each project lands on time, within scope, and against the right outcomes. Handle Varied Scope - Move between data onboarding, client-specific implementation plans, and internal projects without losing momentum. You'll juggle multiple priorities and know when to ask for help versus push through. Cross-Functional Collaboration - Work closely with Sales, Solutions, Customer Success, and Support to ensure a consistent client experience from pre-sale through ongoing support. Develop Toward Client Mastery - Actively participate in internal team strategy and project management meetings to hone “VTS Best Practices” toward managing client expectations and milestones, with a clear path to owning your own accounts. What makes you a great fit? AI Forward - You've used LLM & or automation tools like n8n, Cu

Job Title: Client Onboarding & Product Specialist Company: Paytm Location: Noida Department: Business / Customer Success / Product Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytm’s solutions. The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams. Key Responsibilities Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation. ● Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions. ● Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities. ● Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience. ● Monitor client adoption and proactively identify opportunities to improve product usage and engagement. ● Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage. ● Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback. ● Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs. ● Monitor campaign performance and support clients in optimizing their multi-channel campaigns. ● Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys. ● Maintain accurate records of client interactions, onboarding status, feedback, and resolutions. Key Skills ●

The Clnt Onbrd Intmd Assoc Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients

Client Onboarding Manager — Mississauga Ontario Canada. Apply via Workday.

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

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.

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

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 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You’ll Do Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: Communicate and explain the data onboarding workflow to clients over calls and emails Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds Provision received accounts to the appropriate Addepar environments Work closely with data providers to tri

Opportunity Overview: Cohere’s Provider & User Management team is responsible for ensuring that provider organizations are supported throughout their lifecycle of using the platform. This role will play a critical part in enabling successful onboarding across our client base by capturing, analyzing, and translating real-world workflows into actionable insights for downstream teams. The Business Analyst role is an entry-level position focused on pre-implementation readiness. This individual will support client onboarding by conducting workflow shadowing, time studies, and documentation of current-state processes within provider organizations and health plans. As a Business Analyst , you will work closely with cross-functional teams at Cohere to deeply understand our mission and the providers and health plans engaging with our products and services. You will gain exposure to client user perspectives—including clinical reviewers (e.g., RNs, LPNs) and operational teams—and the workflows they operate within. You will leverage this knowledge to document and synthesize insights that inform Client User Training, Provider Training, Product, and Provider Success Account Management teams. Your work will directly impact how Cohere prepares providers and clients for implementation and scales best practices across the organization. The Business Analyst will be highly organized, curious, and detail-oriented, with a strong ability to observe, document, and communicate workflows in a way that drives clarity and action. What you’ll do: Conduct pre-implementation workflow shadowing sessions with provider organizations and health plan teams Perform time studies and analyze current-state workflows to identify inefficiencies and variation Document workflows, processes, and user behaviors in a clear and structured format Translate observations into actionable insights and recommendations for downstream teams (e.g., Client Training, Provider Training, Product) Partner with cross-functi