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Client Onboarding Specialist Jobs

2,464 active opportunities · Updated for October 2026

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Explore current client onboarding specialist jobs. Use filters to narrow by work mode, employment type, experience and date posted.

S
12 days ago

Job Title: Senior Data Analyst Role Overview We are looking for a Senior Data Analyst to work on a broad range of data analytics, data visualization, and business intelligence initiatives across multiple industries. The role requires strong analytical skills, frequent client interaction, and the ability to translate business problems into effective analytical and BI solutions while collaborating closely with Data Engineering teams. Key Responsibilities Work on a wide range of data analytics, data visualization, and business intelligence problems across various industries. Engage with clients and business stakeholders to understand business context, objectives, and challenges. Analyze and document business processes, mapping end-to-end workflows using visual formats such as process flow diagrams. Translate business problems into analytical solutions by defining metrics, KPIs, dashboards, and reports. Develop, publish, and maintain interactive dashboards and visualizations to support business decision-making. Perform storyboarding to structure analytical insights and present clear, compelling narratives to stakeholders. Collaborate closely with Data Engineering teams by providing clear and detailed requirements. Ensure data accuracy, consistency, and adherence to best practices in reporting and analytics delivery. Perform quality checks (QC) and validation of reports and dashboards before client delivery. Participate in regular client and internal meetings and prepare clear MoM (Minutes of Meeting) documentation. Maintain proper documentation for dashboards, metrics, data logic, and business rules. Track work items, enhancements, and issues using JIRA . Mandatory Skills & Requirements (Must-Have) Strong hands-on experience with Tableau (mandatory), including: Dashboard development and publishing Calculated fields, filters, parameters, and LOD calculations Data blending and joins Row-Level Security (RLS) implementation Replacing and managing data sources Exp

sqlPower BITableau
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CH
12 days ago

Opportunity Overview: Lead analytics and clinical configuration strategy for our auto-decisioning platform, driving end-to-end solutions from data gathering through scaled deployment. Partner cross-functionally to translate business needs into analytical frameworks, independently recommending actions that shape product and business outcomes. Own auto-decisioning strategy for new client implementations with minimal oversight, while ensuring explainable, governance-aligned analytics practices. Build and mentor a high-performing team, embedding best practices for scalable, reusable analytics solutions. Ideal for a strategic thinker who thrives at the intersection of hands-on execution and team leadership in a fast-paced, data-driven environment. What you’ll do: Provide thought leadership & strategic thinking to translate business problems into analytical and clinical configuration frameworks,and independently recommend actions and provide business insights Collaborate with cross-functional partners to understand their business needs, formulate and complete end-to-end analytic solutions that includes data gathering, analysis, ongoing scaled deliverables, and presentations Establish and maintain effective performance tracking; identify product and program improvement opportunities, form hypotheses, propose, design and implement tests to drive enhancement and optimization Foster a collaborative and innovative culture, set clear goals, mentor staff. Establish best practices and coach team members to develop and execute complex analytics initiatives with scalability and reusability in minds Develop, implement, and monitor day-to-day operations of analytics and clinical configuration team Execute analytics initiatives that directly impact our auto decisioning roadmap and business outcomes while working as part of a cross-functional team. Partner with Data Governance to ensure tractable and explainable analytics and responsible data Research, design, execute and optimize

pythonsqlmachine learning
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T
Talkdesk
📍 Remote• Remote• $49.5K – $91.5K/yr
12 days ago

Talkdesk is seeking a Sr. Technical Support Engineer who thrives at the intersection of deep technical troubleshooting and high-level customer consulting. In this role, you aren’t just closing tickets; you are a strategic partner to our clients, an advocate for their needs internally, and a developer of tools that make our entire support engine run smoother. You will be the bridge between our customers and our Engineering, Product, and Professional Services teams, ensuring that complex technical challenges are met with elegant, scalable solutions. Key Responsibilities Technical Leadership & Triage Advanced Troubleshooting: Lead Talkdesk’s most intricate support tasks. Outline reproduction steps, drive issues to resolution, and manage customer expectations with clarity. Escalation Management: Serve as the definitive point of contact for issues escalated from Tier 1 or Client Services, ensuring timely resolution. Developer Advisory: Act as the primary technical contact for partner and user developers, comfortably navigating and advising on custom solutions and integrations. Efficiency & Innovation Tool Development: Identify recurring manual tasks and develop internal tools or scripts (JavaScript, etc.) to automate the team’s most time-consuming workflows. Process Optimization: Leverage strong technical acumen to dynamically identify processes and technical solutions for unexpected or high-pressure situations. Customer Advocacy & Success Voice of the Customer: Identify and synthesize customer feedback to act as a strategic advocate to internal Product and Engineering teams. Strategic Consulting: Develop trust with client leadership to remove roadblocks, formulate best practices, and document functional/technical requirements. Risk Mitigation: Work closely with customers to track work progress and create strategies for risk mitigation and contingency planning. Feature Demonstrations: Conduct engaging demos of feature enhancements for both new and existing cu

REMOTEjavascriptsqlai
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JI
12 days ago

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. JLL - Senior Engineering Operations Manager (M2) Transform at JLL as a Senior Engineering Operations Manager on a prominent Fortune 500 technology client account! You will lead the hard services delivery at our clients global corporate headquarters. Location: San Jose, CA 95134 Work Schedule: Onsite, M-F ~8:00 AM - 5:00 PM + on call expectation for emergencies Travel Requirements: splitting time between other buildings within a large corporate campus Reports to: Regional Facilities Manager - West Region Estimated base salary range: $175,000 - $200,500 + annual salary bonus What this job involves: The Senior Operations Manager – Engineering Operations is responsible for leading the Engineering Operations program across the clients HQ, including maintenance and repair operations, asset reliability, workforce performance, operational risk, financial management, and technical service delivery. This role provides senior leadership across a large, complex campus environment and works closely with client stakeholders, JLL teams, engineering personnel, vendors, and service partners to ensure reliable facility performance, high-quality maintenance services, protection of critical environments, and strong client satisfaction. What your day-to-day will look like: Pro

artificial intelligenceairecruitment
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Senior Director of Construction/Team Lead at JLL, you will hold a critical position within our Regional Project Team and will be directly responsible for leading and delivering a portfolio of challenging projects for a financial services client. You will utilize your expertise and skills to oversee projects and ensure the successful delivery of Corporate Interior projects ranging in size from $5M to $150M+. Your strong organizational skills, attention to detail, and proficiency in project management will be instrumental in driving project success. Your day-to-day tasks will include: Manage and oversee all aspects of projects, including strategy, programming, design, schedule, entitlements, bidding, procurement, permitting, execution and close out. Act as player/coach and mentor a group of junior Project Managers and Project Coordinators executing projects Develop high level estimates and schedules as part of the overall strategy and business case. Prepare project updates, identifying and communicating risks early, while providing solutions to meet client driven schedule and budget. Collaborate with internal teams and sta

artificial intelligenceaiproject management
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Senior Accounting Associate I ​– JLL What this job involves: As an Senior Accounting Associate I at JLL, you will provide essential accounting support for a portfolio of retail properties, serving as a key financial steward for our clients. This role combines technical accounting expertise with client service excellence, ensuring accurate financial reporting, effective cash management, and seamless coordination of accounting operations. You will play a critical part in maintaining the financial health of retail properties while supporting JLL's commitment to delivering exceptional real estate solutions. If you thrive in a dynamic environment where precision meets client impact, this opportunity offers meaningful work in the commercial real estate industry. What your day-to-day will look like: Prepare monthly financial reports, journal entries, financial statements, and bank reconciliations in accordance with client requirements and standards Manage accounts receivable processes by monitoring bank accounts, reconciling receipts, ensuring timely posting of ACH/Wire payments, and reviewing manual billing adjustments Oversee accounts payable processes, including invoice coding/approval reviews, audit trail verification, and submission of AP batches for check processing Review CAM

artificial intelligenceaiExcel
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JI
12 days ago

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Relocation Project Management (RPM) Coordinator will assist the Space Planning Delivery team with the planning and implementation of relocations, logistic moves, furniture reconfigurations and IT systems. This role is highly interactive with the client onsite. A strong customer service focus and desire to provide direct assistance to the client is required. What is your day to day? Provides operational and procedural support to ensure projects are executed in accordance with established departmental, building, and client means, methods, and procedures Serves as client single-point-of-contact for day-to-day moves, adds, and changes, and project execution related to move management Provide superior customer service and customer support for day to day activities and questions as well as project support for large moves Supports the maintenance of a central database in Tririga/Floorscope Help obtains quotes and generates RFQs required for completion of MAC and simple projects Receives and manage all project requests for user moves and oversees scheduling, execution and vendor management Coordinate and schedule walkthroughs with facilities management, vendors and all parties involved in relocations, etc Ensure all project/account activities and processes are performed in a manner consiste

artificial intelligenceaiproject management
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Senior Project Manager, you will play a crucial role in this pursuit by leading high visibility, retail construction projects and delivering exceptional results for our client within Financial Services. Your innovative approach, collaborative mindset, and commitment to success will help us further strengthen our culture of collaboration and advancement. Your day-to-day tasks will include: Delivering exceptional project management services Managing and overseeing all aspects of projects, including planning, budgeting, scheduling, and execution with client processes and tools. Ensuring projects are completed on time, within budget, and meet quality standards through adhering to client processes and tools. Providing mentorship/leadership to project teams, empowering them to thrive and excel. Developing and maintaining strong relationships with key stakeholders, working closely with clients to understand their objectives and delivering tailored solutions that exceed expectations. Driving innovative ways of working, constantly seeking new approaches and technologies to enhance project management processes and outcomes. <li

artificial intelligenceaiExcel
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: This position leads operations and maintenance activities for critical building systems, managing a high-performing engineering team to ensure maximum infrastructure availability and client satisfaction. The role combines hands-on technical expertise with leadership responsibilities, overseeing both preventive and corrective maintenance programs while maintaining compliance with regulatory requirements and safety standards. Your day-to-day tasks will include: Lead operations and maintenance on assigned shift, monitoring performance and directing service requests with minimal disruption to building operations Operate and monitor critical system equipment including HVAC, UPS systems, generators, chillers, and building management systems Provide technical training and support to shift engineers and maintenance technicians while fostering team development Implement and oversee preventative maintenance programs, including scheduling, task delegation, and parts ordering Process work orders for preventative and corrective maintenance, consulting with staff to identify materials and complete documentation Respond immediately to operationa

artificial intelligenceaiproject management
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Facilities Coordinator Corporate Solutions (Integrated Facilities Management) ROLE AND RESPONSIBILITIES OVERALL ROLE: The Facilities Coordinator will lead the day-to-day client activities for the assigned property/facility and be the on-site key point of contact for key stakeholders and/or client. The role will assume overall responsibility for site budgets, accounting and finance, maintenance and operations, contract services, purchasing of material, equipment & supplies, occupancy services and helpdesk. MAJOR RESPONSIBILITIES § Relief Reception Duties – Create and maintain a welcoming environment by greeting and assisting all visitors, staff and employment candidates – Provide general reception services by responding to general office emails and public inquiries – Post conference room schedules, notices, and office communications as needed – Other duties as assigned by supervisor § Administrative Duties – P

artificial intelligenceaiExcel
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Assistant Facility Manager-JLL What this job involves: As an Assistant Facility Manager at JLL, you'll provide comprehensive facility management services while working collaboratively with property managers and account teams to ensure seamless operations across our client's portfolio. You'll be the vital link between building occupants, vendors, and leadership—coordinating everything from work order systems and budget analysis to special events and service delivery. At JLL, we embrace more innovative ways of working, and this role empowers you to thrive by taking ownership of critical administrative and operational functions that keep facilities running smoothly. You'll manage procurement processes, oversee service contracts, coordinate maintenance activities, and serve as a key interface with clients, visitors, and guests. This position offers meaningful opportunities to strengthen and advance your career through hands-on experience in financial systems, vendor management, and operational excellence while contributing to our culture of collaboration that defines how we deliver exceptional facility services. What your day-to-day will look like: <

artificial intelligenceaiExcel
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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Licensed HVAC Mobile Technician at JLL, you will play a critical role in maintaining optimal facility operations across multiple client sites in the Kalispell area. This mobile position requires you to operate, inspect, and maintain all HVAC, mechanical, electrical, and plumbing systems to achieve the most efficient operating results and maximum equipment life expectancy. You will work independently, performing preventive maintenance and responsive repairs while ensuring all equipment operates in an energy-efficient and safe manner. At JLL, we are collectively shaping a brighter way—for our clients, ourselves and our fellow employees—and your technical expertise will be essential in delivering exceptional service. Strong focus on troubleshooting and repairing all HVAC systems is paramount, and you are expected to demonstrate advanced proficiency in HVAC while maintaining multi-skilled capabilities in electrical, plumbing, and related building systems. This position includes mandatory overtime to support our commitment to uninterrupted client operations and proactive facility management. What your day-to-day will look like: Operate, maintain, troubleshoot, and repair all HVAC systems and associated equipment, including chillers, boilers, air handlers, cooling towers, and refrigeration units across assig

artificial intelligenceaiExcel
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C
12 days ago

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy with more than 9,000 stores and continuing to grow. We seek a talented, sales-oriented Beauty Sales Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for beauty and sales skills as you share the latest beauty trends and techniques through your extensive industry knowledge. As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Customer Sales Experience Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as well as subsequent follow-up contact to build lasting relationships. Engage in conversation with each customer as they enter the beauty zone; listen to and be sensitive to the customer's information, be conscious of their needs and provide specialized sales advice. Maneuver in a conversation to stimulate a different thought process. It would be best if you were confident

customer service
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C
Cvshealth
📍 L.L.C., United States
12 days ago

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary It is a great time to join the beauty retail division of CVS Health, as America's leading retail pharmacy with more than 9,000 stores and continuing to grow. We seek a talented, sales-oriented Beauty Sales Consultant who is passionate about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience your passion for beauty and sales skills as you share the latest beauty trends and techniques through your extensive industry knowledge. As a Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to every client who enters the store's beauty zone and strive to build a personalized, robust basket for each customer. Customer Sales Experience Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling and suggestive selling, as well as subsequent follow-up contact to build lasting relationships. Engage in conversation with each customer as they enter the beauty zone; listen to and be sensitive to the customer's information, be conscious of their needs and provide specialized sales advice. Maneuver in a conversation to stimulate a different thought process. It would be best if you were confident

customer service
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We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary - Supports comprehensive coordination of Medicaid and/or Medicare pharmacy services including intake and processing of pharmacy authorization requests. - Promotes and supports quality effectiveness of healthcare and Pharmacy Services. - Evaluates, authorizes approval, and communicates decisions for pharmacy requests according to clinical guidelines. - Evaluates and authorizes approval of pharmacy requests received by telephone, facsimile, and/or other means using client clinical criteria. - Determines appropriateness for medications. Communicates decision to physicians, physician’s office staff, medical management staff, members, and/or pharmacists. - Will perform clinical research to support request. - Performs non-medical research including eligibility verification, COB, and benefits verification. - Maintains accurate and complete documentation of required information that meets risk management, regulatory, and accreditation requirements. - Process requests in compliance with various laws and CMS regulations and company policies and procedures. - May communicate with Aetna Case Managers, Health Plan Staff, External Pharmacies and Health Care Providers. - Promotes communication, both internally and externally, to enhance effectiveness of medication therapy management services. - Sedentary work involving significant periods of sitting, tal

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