Client Onboarding Specialist Jobs

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 CVS Health's Adjudication & Client Experience Engineering organization is seeking a motivated and highly skilled Senior Analyst - Software Development Engineering to join our Application Production Support team. This role will support critical business applications by providing production support, troubleshooting technical issues, and contributing to ongoing application enhancements and stability improvements. As a Sr. Analyst, you will work closely with Lead Engineers, Software Development Engineers, Product Owners, QA teams, and business stakeholders to investigate and resolve production incidents, perform root cause analysis, and implement code fixes. You will be responsible for supporting enterprise applications built on Java, Angular, APIs, and Cloud platforms while ensuring the reliability and performance of systems that serve our PBM (Pharmacy Benefit Management) business. This role is ideal for a hands-on engineer who enjoys solving production challenges, developing software solutions, and collaborating within a fast-paced environment. The successful candidate will contribute to application support activities, system enhancements, and continuous improvement initiatives while growing their technical and business domain expertise. Required Qualifications 5-8 years of experience in software development, application s

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager III within PNC's Business Credit organization, you will be based in Philadelphia, PA or Baltimore, MD. As part of PNC's Asset Based Lending (ABL) team, this role manages a portfolio of commercial lending relationships and serves as a key client-facing representative throughout the credit process. The Relationship Manager is responsible for delivering a high level of service, coordinating amendments and renewals, and applying strong financial and credit analysis skills to support sound credit decisions and ongoing portfolio performance. Credit training or prior credit experience is highly valued. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC w

We are seeking an accomplished and highly strategic Group Manager, Ad Trafficking & Operations, with a minimum of 10 years of progressive experience in digital ad operations, including significant leadership and team management responsibilities. The ideal candidate will be a seasoned expert in ad serving technologies, particularly Google Campaign Manager 360 (CM360), and will possess a deep understanding of the digital advertising ecosystem. This role requires exceptional leadership skills to manage and mentor a team of Ad Trafficking Coordinators and Managers, drive operational efficiencies, ensure flawless campaign execution, and contribute to the strategic evolution of our ad operations capabilities. Responsibilities: Strategic Leadership & Department Oversight: Develop and implement strategic roadmaps for the Ad Trafficking and Operations department, aligning with overall company objectives and client needs. Lead and manage a group of Ad Trafficking Coordinators and Managers, fostering a high-performance culture, continuous improvement, and professional development. Oversee the entire ad trafficking workflow, from campaign setup to reporting, ensuring adherence to best practices, quality standards, and service level agreements (SLAs). Evaluate and recommend new ad tech solutions, tools, and processes to enhance operational efficiency, accuracy, and scalability. Operational Excellence & Process Optimization: Drive the standardization and optimization of ad trafficking processes, naming conventions, and quality assurance protocols across the group. Implement robust pre-launch and post-launch QA strategies to minimize errors and ensure impeccable campaign execution and data integrity. Champion the adoption of automation and innovative solutions to streamline workflows and reduce manual effort. Establish and monitor key performance indicators (KPIs) for the team, driving accountability and continuous perfo

Agency Securities Lending Trader – Securities Finance - New York Securities Finance encompasses the Agency Securities Lending (ASL), Directed Agent Investment Services (DAIS), and Collateral products within the Execution Services division of Investor Services. The business partners with institutional investors to enhance their portfolio returns through intrinsic value securities lending, liquidity management, and collateral optimization. Citi's key strengths include unsurpassed global branch network, robust risk management, real-time controls, product innovation, dynamic reporting, and market thought leadership. The business is seeking a securities lending trader to work in New York. Citi provides 24-hour trading coverage and client services through its business locations in Sydney, Hong Kong, Singapore, London, Dublin, New York, and Tampa. Citi’s strategic presence in these locations is designed to align our business with our client base and provide a platform to target new client mandates. Our traders execute transactions for leading global institutional investors including Sovereign Wealth Funds, Pension Funds, Insurance Companies, ETF Issuers, and Mutual Funds. Leveraging our market-leading combination of securities lending expertise, local branch network, and breadth and depth of supply enables us to create mutually beneficial opportunities for both lenders and borrowers alike. RESPONSIBILITIES: Develop and maintain relationships with borrowers to optimize our clients’ securities lending portfolio performance. Adhere to risk & control guidelines specifically as it relates to counterparty credit limits, best execution, and fiduciary obligations. Identify and present trading opportunities to capitalize on special situations and latent holdings. This includes the assessment of voluntary corporate action events such as Rights, Tenders, Buybacks, and Scrip/DRP options.

Who we are About Stripe Stripe 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. About the team The Data Product Experiences (DPE) team is dedicated to making Stripe's merchant-facing data products intuitive, delightful, and actionable. We build client-side rendering engines, high-performance charting libraries, and interactive visualization interfaces that handle high-throughput streaming telemetry and real-time merchant analytics. What you’ll do In this role, you will architect and build high-performance client-side data rendering engines from scratch to visualize tens of thousands of data points smoothly. You will collaborate closely with Designers, Product Managers, and Front-End Systems Engineers to define cutting-edge data visualization paradigms that reduce cognitive load and prevent visual fatigue for Stripe's users. Responsibilities Partner with designers and product managers to prototype, build, and ship interactive analytics dashboards and data visualization tools across the Stripe Dashboard. Contribute to Stripe’s core design system by developing scalable, reusable visualization components and charting standards for engineering teams. Design frontend integration strategies and robust API contracts to enable seamless adoption of analytics components by partner teams. Provide technical leadership and mentorship through code reviews, pairing, and fostering frontend engineering best practices. Collaborate across Product, Design, Data Infrastructure, and Analytics teams to deliver high-quality, data-driven user experiences. Opti

Who we are About Stripe Stripe 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. About the team The Data Product Experiences (DPE) team is dedicated to making Stripe's merchant-facing data products intuitive, delightful, and actionable. We build client-side rendering engines, high-performance charting libraries, and interactive visualization interfaces that handle high-throughput streaming telemetry and real-time merchant analytics. What you’ll do In this role, you will architect and build high-performance client-side data rendering engines from scratch to visualize tens of thousands of data points smoothly. You will collaborate closely with Designers, Product Managers, and Front-End Systems Engineers to define cutting-edge data visualization paradigms that reduce cognitive load and prevent visual fatigue for Stripe's users. Responsibilities Partner with designers and product managers to prototype, build, and ship interactive analytics dashboards and data visualization tools across the Stripe Dashboard. Contribute to Stripe’s core design system by developing scalable, reusable visualization components and charting standards for engineering teams. Design frontend integration strategies and robust API contracts to enable seamless adoption of analytics components by partner teams. Provide technical leadership and mentorship through code reviews, pairing, and fostering frontend engineering best practices. Collaborate across Product, Design, Data Infrastructure, and Analytics teams to deliver high-quality, data-driven user experiences. Opti

About Goods & Services Goods & Services is a product design and engineering company. We solve mission-critical challenges for some of the world’s largest enterprises, with deep expertise in highly regulated industries—including life sciences and financial services . Our design-led approach allows us to apply cutting-edge capabilities in AI, Data and Hardware Engineering to companies of any size. Headquartered in the United States , we operate regional development centers in Mexico and the United Kingdom . This global footprint—anchored by our nearshore model—enables us to deliver at scale with the speed, efficiency, and cultural alignment our clients expect. At Goods and Services, we value diversity and are committed to creating an inclusive workplace where everyone can thrive. We are proud to be an Equal Opportunity Employer and welcome qualified applicants from all backgrounds. About the job Goods & Services is looking for a Senior PMO who supports the coordination and delivery cadence of complex, multi-team client engagements. This role keeps program governance running smoothly—driving meeting discipline, tracking open issues to resolution, and ensuring accurate, actionable records across workstreams. What you’ll do: • Lead the planning, execution, and delivery of complex, cross-functional technical programs on behalf of client organizations, ensuring alignment with the client's business objectives, technical strategy, organizational priorities and team dynamics. • Drive definition of program scope, milestones, timelines, dependencies, resource requirements, and budget within the engagement's statement of work (SOW), while proactively managing risks, issues, and changes throughout the program lifecycle. • Understand, communicate, and execute program strategies that align with the client's enterprise architecture, security, compliance and operational standards. •

About Syllo Syllo is on a mission to transform litigation. Our product is a unified litigation platform that enables lawyers and paralegals to safely harness the power of language models and agentic AI throughout the litigation life cycle. Since going to market, we have gained a diverse group of enterprise customers, including some of the biggest law firms and corporations in the country, and we are quickly expanding. By reducing the expense of litigation industry-wide, we aim to improve access to high-quality representation and promote the alignment of legal outcomes with merit. About the Role To support our rapid product development and growing enterprise client base, we are hiring a Documentation Architect to own our end-to-end knowledge architecture. You will build and maintain our single source of truth, establishing AI-forward pipelines that deliver accurate product information to external clients and internal teams (Sales, Marketing, CS, Account Management, and Enablement). Key Responsibilities Design our information architecture. Restructure and maintain a centralized internal knowledge base and client-facing portal for all documentation of our product. Build and own automated pipelines that proactively flag outdated documents and generate draft content. Establish verification workflows to review AI-generated content before publication; set lifecycle processes for creating, updating, and archiving docs. Iterate on our internal search/bot capabilities to streamline information discovery while managing gated permissions. Partner with the Staff Technical Writer on the creation of templates for documentation to ensure that documentation of all types integrate with automated pipelines. Create clear documentation for clients and internal stakeholders. Qualifications 5+ years in technical writing and information architecture, with a track record of building single-source-of-truth knowledge bases in fast-paced tech environments. Practical experienc

itD is seeking a Sr. Sales Compensation Analyst to support the administration, analysis, and continuous improvement of incentive compensation programs for a global sales organization. The ideal candidate will bring strong experience in sales compensation administration and analysis, exceptional attention to detail, and a track record of accurately managing complex compensation processes in a fast-paced environment. Location: Fully Remote — Anywhere in the United States We provide comprehensive medical benefits, a 401k plan, paid holidays, and more. Please note that we are only considering direct W2 candidates at this time, as we are unable to offer sponsorship. Responsibilities: Calculate and administer incentive compensation accurately and timely for a global sales organization. Partner with Sales Operations to process compensation credit adjustments, retroactive changes, and related inquiries. Analyze and resolve commission questions while providing reporting and ad hoc analytical support. Streamline, automate, and continuously improve end-to-end sales compensation processes. Partner with Sales Operations to maintain and deploy annual compensation plans across global markets. Develop and maintain process documentation while supporting strong internal controls and compliance. Collaborate with internal and external auditors to support control evaluations and audit procedures. Build strong working relationships with Sales, Finance, Accounting, IT, and HR teams while providing responsive support to internal customers. Internal Responsibilities: Attend regular internal practice community meetings. Collaborate with your itD practice team on industry thought leadership. Complete client case studies and learning material (blogs, media material). Build out material to contribute to the Digital Transformation practice. Attend internal itD networking events (in person and virtual). Work with leadership on career fast-track opportunities. Required Qualifications and Ski

Microsoft Azure Developer, #1119 Azure Functions • App Services • C#/.NET • Azure DevOps • Cloud-Native Development Clearance: U.S. citizenship required. Active Public Trust, or the ability to obtain Location: Remote-first; candidates local to the D.C. Metro Area, Kansas City, MO, and Chicago, IL A Role with Purpose and Impact Dev Technology Group is seeking a Microsoft Azure Developer to support our client’s mission to develop new tools and technologies, enhance existing applications, and provide Operations and Maintenance (O&M) support for mission-critical systems. This mid-level role is ideal for a developer with hands-on experience building, enhancing, and supporting cloud-native applications and services in Microsoft Azure. You will work collaboratively within an agile team, translate technical requirements into maintainable solutions, and continue expanding your technical expertise in a fast-paced federal environment. Who Thrives Here You will thrive in this role if you are a hands-on developer who enjoys solving problems, building practical cloud solutions, and working closely with teammates to deliver reliable applications. You should be comfortable contributing across the development lifecycle, working with Azure services and Microsoft development technologies, and supporting both new development and existing systems. What You'll Be Doing Design, develop, and implement new applications and services, as well as enhancements to existing systems, in an agile environment. Translate technical requirements and architecture designs into high-quality, maintainable code. Contribute to application design, technical specifications, development, and testing to support functionality and performance. Develop and integrate APIs and microservices. Work with relational and NoSQL data stores, including Azure Storage solutions. Support ongoing Operations and Maintenance (O&M) efforts for existing applications. Collaborate with developers, technical leads, testers, and

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. Guidepoint is seeking qualified candidates for a role as Business Development Associate, New Business on the US Consulting Group. This person will report directly to the Executive Vice President, US Consulting as they secure new relationships with our target client base (top global management consultancies, market research, advertising, and audit and advisory firms). This is a hybrid position out of our New York City office. What You’ll Do: Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to identify top-tier new business opportunities based on strategic business development criteria and targets. Conduct outbound prospecting to generate leads and lead introductory/exploratory calls with prospects Meet designated sales targets using a strategic and thoughtful process designed to partner with clients and add value to their process Onboard new users effectively Work closely with the client service team to collect feedback on open and closed projects What You Have: Bachelor's degree from an accredited college/university Broad base knowledge of the sales process from lead generation to relationship management Excellent communicator capable of handling high-profile clients Demonstrated ability to work in a team atmosphere A desire to work in a fast-paced entrepreneurial environment Initiative and ability to handle increasing responsibility over time Excellent written and verbal communication skills AI fluency and experience using AI-enabled tools to supp

DESCRIPTION DU POSTE FONCTION : COORDINATEUR DE COMPTES-CLIENTS, COORDONNATRICE DE COMPTES-CLIENTS ÉQUIPE : RESPONSABLE DES COMPTES APERÇU DE L’ENTREPRISE Salt XC est une agence animée par la philosophie du commerce expérientiel. Notre cadre unique, Experiential CommerceMC, nous permet de concevoir de meilleures expériences pour les consommateurs qui attirent l’attention et incitent à l’action. Nous adoptons une approche intégrée qui relie les expériences en ligne et hors ligne de vos consommateurs par le biais de données, de médias et de moments mémorables qui stimulent les transactions de la marque. APERÇU Le coordonnateur de comptes est un membre de l’équipe qui collabore et s’engage à soutenir l’équipe et le client selon les besoins. Il travaille directement avec l’équipe des comptes pour comprendre comment et quand il peut apporter son soutien et mettre en place un plan pour le faire. Un coordinateur de comptes-clients efficace est proactif, positif et enthousiasmé par les offres de l’entreprise et la façon dont elles créent de la valeur pour les clients. Vous êtes un communicateur habile, tant à l’oral qu’à l’écrit, et vous avez d’excellentes compétences en matière de présentation, de service à la clientèle, de gestion du temps et d’informatique. RESPONSABILITÉS PRINCIPALES Relations avec les clients Accomplir les tâches pour le compte de votre client en ligne, hors ligne et partout entre les deux, le cas échéant. L’accomplissement des tâches peut nécessiter un travail sur le terrain, en ligne ou au bureau, et variera en fonction des programmes. Communiquer avec les clients selon les nécessités, pour comprendre leurs besoins et transmettre ces informations à votre gestionnaire ou à votre équipe, et agir en conséquence. Maintenir une connaissance actualisée des produits et services des clients. Déterminer les tendances du secteur

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long ‑ standing and deeply embedded partner within the higher ‑ education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands ‑ on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. Position Summary & Responsibilities We are looking for a high-impact, strategically minded Senior Director or Vice President of Marketing to own and evolve our marketing function. This is a builder’s role for a proven B2B technology services marketing leader who can set strategy, operate with autonomy, drive data-informed decisions and be accountable for results . You will serve as the architect of our brand, lead our demand generation engine , and thought leadership platform — driving measurable pipeline and revenue contribution while championing an AI-first approach to everything we do. Reporting directly to the Chief Revenue Officer, you will partner cross-functionally with Sales, Product, Delivery, and Executive leadership to ensure marketing is a growth driver. You thrive in environments where you own the strategy and the execution, and you take pride in building the metrics framework that proves marketing’s ROI. Strategy & Leadership Define and own the company’s comprehensive marketing strategy, operating plan, and budget aligned to pipeline and revenue goals. Lead, motivate, develop, and grow a high-performing marketing team, setting clear goals, accountability structures, and career development paths. Serve as a strategic thought partner to the CRO, CEO, and broader leadership team

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. Shape the Future of Workplace Experience at JLL - At JLL, we're transforming real estate for a better world. As our Workplace Services Coordinator &#43; Mailroom Services Hybrid, you'll become the heartbeat of our client's workplace—creating exceptional environments where people thrive. Joining this team means you will drive our JLL behaviors and values of Teamwork, Ethics and Excellence with collaboration across service lines and locations. What this job involves - The Workplace Services Coordinator &#43; Mailroom Services Hybrid serves as the friendly face of our facilities team, ensuring work spaces remain pristine, functional and welcoming. With a focus on operational rigor , you'll maintain a visible presence on campus, delivering services with speed and responsiveness while building strong relationships through effective integration with everyone you encounter. As our frontline problem-solver, you'll embody pro-activity by addressing customer concerns and facility issues before they escalate. Acting as our vigilant presence throughout campus, you'll help the team respond faster, close work orders more efficiently, and demonstrate accountability by meeting all Service Level Agreement (SLA) commitments.</

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. Lead Operating Engineer – JLL What this job involves: The Lead Operating Engineer supports the facility management team in delivering reliable building operations and exceptional client service. This position is responsible for maintaining building systems, responding to facility requests, coordinating repairs, and supporting preventive maintenance activities to ensure a safe, efficient, and well-maintained environment. The role requires strong technical knowledge, customer service skills, and the ability to work effectively in a fast-paced facilities management environment while contributing to JLL’s commitment to operational excellence and client satisfaction. What your day-to-day will look like: Respond to client inquiries, service requests, and facility-related concerns in a timely and professional manner. Perform preventive maintenance, troubleshooting, and repairs on building systems including HVAC, plumbing, electrical, fire protection, generators, and related equipment. Monitor building systems, record operational readings, and identify corrective actions for equipment malfunctions. Coordinate and communicate with vendors, subcontractors