Client Onboarding Jobs

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. Assistant Financial Controller - Fulfilment Operations Role Overview We are seeking an Assistant Financial Controller/Management Accountant to support the financial performance of THG Ingenuity's fulfilment operations. This role plays a key part in operational costing, commercial analysis, forecasting, budgeting and business partnering across multiple fulfilment sites. The successful candidate will work closely with Site Leads, Operational Leadership and Commercial teams to provide financial insight, challenge assumptions, improve profitability and support strategic decision-making. The role will also support new client onboarding activities, ensuring operational requirements are understood and reflected within financial models and forecasts. Key Responsibilities Business partner fulfilment Site Leads, supporting and challenging financial and operational performance. Own weekly forecasting processes & operational reporting for a designated fulfilment site. Produce and analyse Cost Per Unit (CPU) reporting, identifying risks and opportunities to improve profitability. Deliver weekly and monthly variance analysis against forecast, budget and prior year. Support annual budgeting and periodic reforecasting activities. Support financial requirements for new client onboarding and implementation projects. Review labour, warehousing and operational cost performance, driving accountability across sites. Assist with month-end activities, reporting and financial controls. Identify opportunities t

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. About the role: The Senior Account Manager will help their clients grow and realize the Flexport value by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with high degrees of professionalism and attention to detail. Here are some of the responsibilities for this role: Your responsibilities as a Senior Account Manager include, but are not limited to the following: Navigate complex organizational hierarchies with key client executives and stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your deep knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clie

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

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 Account Manager will help their clients grow and realize the Flexport value by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with high degrees of professionalism and attention to detail. Here are some of the responsibilities for this role: Navigate complex organizational hierarchies with key client executives and stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your deep knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clients. Work globally with counterparts in Asia, North America and Latin America to ensure a consistent account management experi

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: The Senior Account Manager will help their clients grow and realize the Flexport value proposition by deeply understanding the client’s supply chain and partnering to find solutions for their clients. Our clients depend on us to manage their experience with a high degree of professionalism and attention to detail. You will: Your responsibilities as a Senior Account Manager include, but are not limited to the following: Navigate complex organizational hierarchies with key client executives and stakeholders that empower the client and deepen the relationship with Flexport. Meet regularly with clients to monitor the account health and find ways to improve on their current experience. Use your deep knowledge of the client to identify, develop, and close upsell, cross sell and renewal opportunities. Keep a close pulse on client financial health, reporting on the client’s financials and ensuring clients maintain consistent payment schedules. Lead and actively participate in client onboarding and creating standard operating procedures. Scope and guide the implementation stages and timelines for new opportunities and clients. Work globall

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 an Enterprise GTM Lead to own the go to market charter for Paytm’s AI Inference and Agentic AI products across enterprise clients. This is a managerial role that will lead business managers and client onboarding managers, and will work closely with enterprise sales teams to drive pipeline, deal conversion, onboarding, and client success. The role sits at the center of Paytm’s enterprise AI charter and involves shaping GTM strategy, enabling sales teams, supporting client pitches, structuring commercials, and ensuring strong post sale execution. The candidate will be responsible for building a repeatable enterprise sales motion for Paytm AI agents, including Pi Commerce and future AI products. The role requires strong commercial judgment, enterprise stakeholder management, execution discipline, and ability to work across sales, product, technology, finance, and marketing teams. Key Responsibilities Enterprise GTM Strategy and Business Ownership Own the enterprise GTM strategy for Paytm AI agents across existing and new enterprise clients. Build and execute sales enablement, pipeline generation, deal conversion, onboarding, and account expansion plans. Work with leadership to define target segme

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 Part of the broader Addepar Data organisation, the Data Client Projects team is responsible for converting and onboarding existing client portfolio data onto Addepar. During the lifecycle of a project, members of this team will coordinate data transmission/extraction, transform and import data, and assist with the validation of the data. Accurate and timely completion of these projects are crucial in enabling our clients to take full advantage of Addepar's reporting and analysis capabilities. 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 and complete data conversion projects of varying complexity from third-party systems and files sourced from our custodial data partners Partner with members of Sales and Services organisations to drive alignment on project cost estimates and deliverables, and to ensure positive client outcomes. Develop new/improve existing python scripts and Juptyer notebooks to interact with APIs Collaborate with Product and Engineering to identify and implement process improvements and tooling enhancements that increase operational efficiency Maintain team resources an

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Analyst, Account Management About Arcus Arcus' leading Payments Platform enables businesses to launch and scale innovative payment experiences across Latin America. As part of Mastercard's Commercial & New Payment Flows (CNPF) organization, Arcus is helping modernize how businesses and consumers move money through digital payment solutions in Mexico and across the region. Overview The Analyst, Account Management will support the growth, retention, and success of Arcus' client portfolio by providing analytical, operational, and relationship management support. Working closely with clients and internal stakeholders, this role helps drive client satisfaction, business growth, and operational excellence. In This Role You Will Support the management and growth of strategic client relationships. Build and maintain relationships with business, product, operational, and technical stakeholders. Analyze client performance, transaction trends, and key business metrics. Develop reports, dashboards, and client-facing presentations. Identify opportunities for account growth and product adoption. Coordinate with Product, Operations, Technology, Finance, and Customer Support teams to address client needs. Support onboarding, implementations, and ongoing client initiatives. Maint

Here’s a summary of the role: Love helping customers succeed? Thrive in fast-paced, client-facing environments where no two projects are the same? As an Onboarding Specialist , you’ll play a critical role in shaping the early customer journey—guiding clients from implementation through adoption and ensuring they realize value quickly. If you’re someone who enjoys project coordination, delivering impactful client training, managing multiple stakeholders, and building strong customer relationships, this could be your next great move. This is an opportunity to work with clients, senior stakeholders, and global teams while becoming a trusted advisor during one of the most important phases of the customer lifecycle. Here’s a breakdown of what you’ll do (not all of it, just the important stuff): Own and manage the end-to-end onboarding experience for assigned customers, ensuring a seamless transition from sale to adoption Lead onboarding projects by coordinating timelines, milestones, and internal stakeholders to deliver successful outcomes Deliver engaging product onboarding sessions and training to help customers quickly adopt and maximize value Configure customer environments and guide clients through setup and best-practice implementation Build trusted relationships with stakeholders including administrators, business leaders, and senior client contacts Partner cross-functionally with Customer Success, Product, Support, and Sales teams to resolve challenges and improve customer outcomes These are the essentials you’ll need to get an interview: 3–5 years of experience in customer onboarding, implementation, project coordination, or customer success Strong client-facing communication and presentation skills, with confidence engaging senior stakeholders Proven ability to independently manage multiple onboardin

Job Title Client Account Representative Job Description Client Account Representative (Malvern, PA) Be the key connection between sales, healthcare providers, and internal teams, helping solve issues, support customers, and improve the way we work. Your role: Serve as the primary point of contact for Account Executives, Practices, and Sales teams, providing timely support and updates on patient-related activities. Coordinate communication between internal departments and external stakeholders to resolve service, product, process, and EMR-related issues. Track, analyze, and document inquiries, feedback, and service trends, maintain accurate records and support continuous process improvements. Educate users on products, policies, and procedures, and support the onboarding of new physician offices and staff. Manage multiple priorities in a fast-paced environment, ensuring inquiries are routed appropriately and customer service standards are consistently met. Training, nesting, and ramp-up typically last 4–12 weeks and follow a Monday–Friday schedule of 9:00 AM–5:30 PM EST. Upon completion of training, the schedule changes to Monday–Friday, 10:30 AM–7:00 PM EST. You're the right fit if: You have a bachelor's degree, or 2&#43; years of experience in customer service, call center, or sales support with a high school diploma, GED, or vocational education. Your skills include strong proficiency in Microsoft Office applications, strong technical acumen, and excellent computer skills, along with the ability to efficiently navigate multiple technical platforms simultaneously while adapting to change with ease. You must be able to successfully perform the following minimum Physical, Cognitive and Environmental job requirements with or without accommodation for this <a target="_blan

About OfficeSpace: OfficeSpace Software provides the leading AI operating system for the built world, that helps teams plan, connect, and perform in the workplace. As a performance-based, PE-backed company, we hire based on merit and a willingness to do what it takes to succeed long-term. You’re a great fit for the role if you’re entrepreneurial, passionate, motivated by building at light speed, and an Agentic AI early adopter. Our world-class teams operate in the US, Canada, and Costa Rica in a culture of trust, respect, growth, and impact. About the role As an Enterprise Client Success Manager, you own the success of our most strategic customers. You build executive partnerships, drive long-term business outcomes, and help global organizations maximize the value of OfficeSpace. You combine strategic thinking with operational excellence. You leverage AI to surface insights, predict risk, and scale your impact—while building trusted relationships that keep people at the center of every customer experience. This version aligns with the OfficeSpace "High-Performance Innovator" voice by emphasizing active language, ownership, short paragraphs, and high information density. What you'll do Own the success, retention, renewal, and growth of a portfolio of enterprise customers with complex organizational structures and executive stakeholders. Build trusted relationships with executive sponsors and business leaders, serving as a strategic advisor throughout the customer lifecycle. Lead enterprise onboarding, adoption, and value realization strategies that accelerate measurable business outcomes. Develop and execute strategic Success Plans aligned to customer objectives, adoption milestones, and long-term business goals. Leverage AI-powered Customer Success platforms to monitor customer health, predict churn risk, recommend next-best actions, and uncover expansion opportunities. Lead executive Quarterly Business Reviews (QBRs) that connect product adoption to me

Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders at the most influential commercial real estate firms on the planet to transform how their businesses operate. With the support of powerful data-driven workflows and advanced VTS AI tools , you will own relationships with our largest, most complex clients. You’ll act as a strategic powerhouse, driving high-level product engagement, pioneering adoption strategies, and ensuring value realization across our entire ecosystem. Simply put, when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. ** 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 can expect as a Senior Client Success Manager: This isn’t your typical CSM role. At VTS, you’ll join a high-impact, AI-augmented CS team that’s rethinking how modern enterprise client success is executed. You will: Build Elite Partnerships: Establish deep, "trusted advisor" relationships with executive sponsors, asset managers, and senior decision-makers across the country, aligning VTS with their ultimate macroeconomic business goals. Drive Strategic Value Realization: Move far beyond simple onboarding; you will serve as a core change leader, proactively identifying workflow gaps and challenging enterprise clients when necessary to maximize their ROI. Command Retention: Partner hand-in-hand with Sales and senior leadership to lease Executive Business Reviews (EBRs), dictate retention strategies, and identify expansion and upsell opportunities. Collaborate Within a Coordinated Ecosystem: Seamlessly orchestrate cross-functional initiatives alongside Sales, Implementation, Marketing, and Product teams to ensure an elite, unified client experience. Be the Voice of the Customer: Serve as the ultimate internal advocate, channeling critical product feedback

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution, overcoming challenges and taking brands direct-to-consumer. Our client portfolio includes globally recognised brands such as Coca-Cola, Nestle, Elemis, Homebase, and Proctor & Gamble. What’s the role? Job Title: CX Apprentice - Onboarding Reports to: Customer Success Director Apprenticeship: Business Administrator Level 3 Duration: 12-18 months, subject to learner progress + End Point Assessment Role Purpose To support the end-to-end onboarding of new clients into the Customer Experience function, coordinating project plans, channel set-up, testing and stakeholder communication so every client goes live smoothly and on time. Key Responsibilities Maintain onboarding project plans and trackers for assigned clients, minute onboarding calls, and produce regular status summaries for internal and client audiences. Support configuration of customer service channels (email, live chat, phone, social and marketplace), including auto-responses, macros, routing rules, SLAs and holiday calendars. Assist with knowledge base/FAQ setup and configure user accounts, roles and permissions. Draft and run UAT test scripts, log and track defects to resolution, and coordinate sign-off with clients. Act as a day-to-day point of contact for onboarding clients, handling first-line escalations and supporting a complete handover to BAU/account management. Coordinate across internal teams (CS Operations, Client Services, Tech, Fulfilment) to keep onboarding on track, raising and chasing internal tickets. Brief the operations team ahead of go-live on volumes, staffing and edge cases, and flag resourcing or capacity risks early. What We Need From You A friendly, organis

About StarRez StarRez is the global leader in student housing software, providing innovative solutions for on and off-campus housing management, resident wellness and experience, and revenue generation. Trusted by 1,400+ clients across 25+ countries, StarRez supports more than 4 million beds annually with its user-friendly, all-in-one platform, delivering seamless experiences for students and administrators. With offices in the United States, Australia, the UK, and India, StarRez blends the robust capabilities of a global organization with the personalized care and service of a trusted partner. About the Role: We’re looking for a sharp, detail-oriented professional who is passionate about enabling self service within the College Pads PMC customer base. You will help scale how we onboard and support clients through automation, process optimization, and improve how ongoing client operations are delivered. You will work closely with Customer Success, Renewals, and Customer Operations to turn manual processes into scalable, self-service experiences. Your focus will be on improving data accuracy, increasing automation, and expanding CSM capacity by reducing manual, repeatable work. Over time, this role is expected to evolve into a Customer Success Operations function with greater ownership of systems and tooling. What You Will Own : Onboarding Operations & Process Execution- • Support and execute onboarding workflows designed by Customer Operations • Identify inefficiencies and recommend scalable improvements • Translate manual processes into structured, repeatable systems Self-Service & Workflow Automation- • Build and maintain forms, templates, and workflows that enable self-service onboarding and updates • Identify and implement opportunities to automate repetitive tasks • Partner with internal teams to test and roll out automation and AI-driven solutions Data Accuracy & Listing Management- • Own the quality and cons