Client Onboarding Specialist Jobs

Votiko Solutions Private Limited is expanding its Amazon DSP Operations Team and is looking for experienced professionals with hands-on Amazon DSP Hiring & Onboarding experience. Work From Home (Permanent) US Night Shift 6 Days a Week Salary: Starting from 25,000/month (Best compensation for the right candidate) Monthly Performance Incentives: Up to 20,000 Key Responsibilities Driver applicant screening & calling Interview scheduling with Amazon DSP clients Candidate follow-ups & onboarding coordination Amazon Portal onboarding Background Checks & Drug Tests ADP onboarding I-9 & E-Verify processing ATS, Google Sheets, LinqOps & internal system updates Candidate record management & client coordination Eligibility Minimum 6 months of hands-on Amazon DSP Hiring & Onboarding experience Experience with Amazon Portal, ATS, ADP, I-9 & E-Verify Knowledge of Background Check & Drug Test processes Good English communication skills Ability to work independently from home Why Join Votiko? Permanent Work From Home Attractive salary & industry-leading incentives Long-term career growth & internal promotions Opportunity to work with multiple Amazon DSP companies across the USA Supportive and professional work environment Important: Please apply only if you have at least 6 months of hands-on Amazon DSP Hiring & Onboarding experience. Applications without Amazon DSP experience will not be considered. Apply now by sending your resume to:

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 An ADM Solutions Consultant is responsible for facilitating the onboarding and implementation process for Addepar ADM (Alternatives Data Management). In this role you will work directly with Addepar clients guiding them through the process of onboarding alternatives data through the ADM solution. Your responsibilities will include leading ADM projects through client management, project management, solution design (where applicable), etc. Additionally, you will be responsible for ensuring the ADM solution is compatible with a client's existing Addepar solution and if not develop the necessary plan to solve for any gaps. The ideal candidate has relevant experience in a related financial domain as well as consulting, project management and technology. An ADM Solutions Consultant is expected to display a strong sense of self-reliance, leadership qualities as well as the ability to collaborate with other Addepar teams including our Data, Product, Client Management, and Sales teams. They must possess a deep understanding of our target markets and the clients we serve. They are passionate about understanding our clients needs, take a hands-on approach to solving problems, work collaboratively with internal teams and take ownership of our cli

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 We are currently seeking a highly experienced Staff Software Engineer with a strong Java background to join our Letter of Authorisation (LOA) team! We’re building a system that can self-service onboarding of held-away accounts for enterprise clients. This new system will be built on our application framework with cloud-native architecture principles. We’re looking for an experienced, detail-oriented Engineering Leader who will build an inclusive team culture, empower engineers to succeed and foster an environment that creates high quality engineering processes and product delivery. You are passionate about technology and can amplify your technical knowledge via your team. You’ll work closely with our product and design teams to deliver great products for our clients. Our engineering team primarily works in Java, Python and React, a strong Java experience with any of the additional skills would help succeed in the role. We use Agile methodologies to deliver impactful business outcomes. What You’ll Do Architect, implement, and maintain engineering solutions to solve complex problems; write well-designed, testable code. Lead individual project priorities, deadlines, and solutions. Collaborate effectively with product manager

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in Seattle, WA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Have

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. This role will be hybrid in San Francisco, CA. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Have 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role

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

About the team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Sales team partners closely with customers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the role We’re looking for an Account Manager to support advertisers in onboarding, launching, and growing on OpenAI’s advertising platform. You will manage a portfolio of partners and serve as a trusted advisor, helping them achieve their business objectives while ensuring a strong and responsible experience on our platform. This role sits at the intersection of relationship management, strategy, and execution. You’ll work closely with Sales to drive long-term partner growth and with internal teams to continuously improve the advertiser experience. In this role, you will: Own relationships with a portfolio of advertising partners, serving as their primary point of contact. Guide advertisers through onboarding and campaign launches to ensure strong adoption of OpenAI’s ads products. Analyze campaign performance and provide clear, actionable recommendations to improve outcomes. Identify opportunities to expand partnerships through increased product adoption and incremental investment. Partner cross-functionally with Sales, Product, Analytics, Policy, and Operations to resolve issues and enhance platform value. Surface advertiser feedback and insights to inform product improvements and long-term strategy. Help build scalable processes and best practices that support the growth of OpenAI’s advertising ecosystem. You might thrive in this role if you: Has 5-10+ years of experience in digital advertising, account management, customer success, consulting or a related client-facing role. Has experience managing advertiser or agency r

About the Role : We are looking for a proactive and detail-oriented Sales Coordinator to support our Ad Sales team. This role involves coordinating with internal and external stakeholders to ensure seamless campaign execution, maintaining sales operations, and providing analytical support to drive client success. The ideal candidate should have strong coordination skills, be comfortable working with data, and possess excellent proficiency in Excel and PowerPoint. Key Responsibilities : Sales Coordination & Campaign Support Coordinate with the Ad Sales team, clients, and agencies to ensure smooth onboarding and campaign execution. Act as the primary liaison between Sales and cross-functional teams including Campaign Operations, Marketing, Finance, Legal, and Collections. Track campaign progress and ensure timely execution as per agreed timelines. Monitor campaign performance and share regular updates with internal stakeholders and clients. Escalate execution-related issues proactively to ensure timely resolution. Sales Operations & Reporting Support the Sales team by preparing reports, presentations, and campaign performance summaries. Maintain accurate sales records, campaign trackers, and MIS reports. Prepare post-campaign reports with key performance insights and data analysis. Coordinate with Finance teams for timely invoicing and campaign closure. Gather information from multiple stakeholders and consolidate reports for business reviews. Client & Stakeholder Management Coordinate with clients and agencies for campaign documentation and execution requirements. Address operational queries and ensure a seamless client experience. Support the Sales team during client pitches by preparing relevant data, reports, and presentations. Skills & Qualifications : Strong analytical and numerical aptitude. Excellent coordination and stakeholder management skills. Proficiency in Microsoft Excel (advanced functions, pivot tables, reporting) and PowerPoint. Strong communica

About the Team Want to be the engineer who turns our Voice AI platform from a product into a production-grade solution inside a client's business? Then joining us as a Forward Deployed Engineer might be the perfect fit for you! When enterprises trust our voicebot AI to handle thousands of live customer conversations daily, onboarding them right and keeping things running smoothly isn't optional — it's mission-critical. Our FDE team is the technical backbone of every client relationship, responsible for taking clients from signed contract to successful production deployment and beyond. We operate with a strong ownership mindset. Our team moves fast, communicates clearly, and treats every client deployment like a product launch. We work closely with Product, Infra, Biz and Platform Engineering to ensure what we learn in the field shapes how we build. As a Forward Deployed Engineer, you'll work alongside a sharp, client-obsessed team who thrive on solving real-world problems at the intersection of Voice AI and enterprise operations. We know how to party as hard as we work! When we’re not solving customer problems, you can find us discussing the latest tech trends, sharing our favorite books and games, or simply unwinding over a hot cup of chai. If you want a role where no two days look the same and your work directly impacts how businesses talk to their customers, come join us! About the Role As a Forward Deployed Engineer in our Voice AI team, you will be the primary technical owner for client deployments on our B2B voicebot platform. You'll work directly with clients to understand their requirements, configure and deploy voicebot solutions, build customisations, resolve production issues, and ensure ongoing success- acting as the bridge between our platform's capabilities and the client's business needs. If you're someone who loves owning outcomes end-to-end, this role is built for you.

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. Career Manager - Chennai Chennai, India | Work Model: On-site Guide our Chennai Consultants through transformative career journeys while building operational excellence that directly fuels Customer Success and business growth. ABOUT THE TEAM The People Team partners with Appian's Professional Services organization to develop world-class consulting talent delivering AI-Powered Process Automation solutions to our clients. This team owns the full consultant lifecycle—from onboarding through career progression—ensuring our consultants have the coaching, development, and support needed to drive client transformation. Your work directly impacts retention, performance, and the capability of teams solving complex mission-critical challenges. THE OPPORTUNITY As Appian scales its footprint, the demand for exceptional consulting talent has never been higher. This role exists to ensure our consultants don't just deliver projects—they build careers, develop deep expertise, and become trusted advisors to clients. You'll shape how we grow, retain, and elevate talent in a high-stakes environment where performance and people development are inseparable from business success. WHAT YOU'LL DO Oversee and continuously improve systems and processes that support talent development, evaluation, feedback, and retention. Partner with top consultants to develop consulting career development frameworks. Contribute and enhance performance management processes, including feedback cycles, performance reviews, and promotion calibrations, in collaboration with Project Engagement Managers

Position Overview: The Customer Success Manager oversees a portfolio of accounts and ensures an amazing customer experience, as measured by NPS, gross revenue retention, upsell/cross-sell referrals, meaningful customer engagement and adoption via product usage indicators. As the key contact point for the customer relationship on Diligent products. The CSM will perform hands-on account management activities as well as collaborate with other team members in coordinating successful customer onboarding, training and ongoing customer relationships to ensure long-term satisfaction. Key Responsibilities Build and maintain strong direct client relationships with key stakeholders & retain those relationships via meaningful and consistent engagement with the key stakeholders at the customer. This entails setting up and running operational meetings as well as periodic formalised business review meetings to align intended outcomes with the customer journey. Owning and managing the commercial and contractual customer renewal process; Grow your set of customer accounts by proactively anticipating needs, recommending additional products and services and providing an excellent customer experience as measured by revenue retention and customer product usage; Collaborate with the Sales team in a mutually beneficial account management model by spotting, qualifying and passing on expansion leads Increase overall client satisfaction with Diligent measured through Net Promoter Score; Provide a seamless and ‘best in class’ customer experience through all phases of the customer lifecycle - coordinating with the client implementation and project teams, administrative staff, IT Team, and users of the Diligent application/s; Collaborate internally to be the voice of the customer across other departments, including with the sales, expansion, services, marketing, finance, customer transactions and op

The Trade Payables Finance business offers integrated cash management and trade services to multinational corporations, financial institutions, and public sector organizations around the world. This Senior Vice President (SVP) position is within the Supplier Engagement function of the Global Payables Finance business and is responsible for driving the growth of Citi’s world-class trade finance programs, including (but not limited to) Supply Chain Finance (SCF), Dynamic Discounting, and Payables Advance. This role offers a dynamic mix of product sales, managing key client relationships, and coordinating and executing the supplier engagement and onboarding strategy for a portfolio of key clients. You will engage with Treasury/Finance/Procurement teams at both buyer and supplier organizations to sell Citi's Payables product offerings directly to our client’s suppliers. This position may also include people management responsibilities, offering the opportunity to lead and mentor a small team of Supplier Engagement Managers (SEMs) in a 'player/coach' capacity. The ideal candidate is a result-oriented product sales leader with a proven track record, capable of driving revenue growth through supplier acquisitions. You will be responsible for developing and executing successful supplier engagement programs, managing key clients/suppliers, building a robust pipeline, and ensuring the highest standards of risk and portfolio management. Key Responsibilities Drive Revenue & Portfolio Growth: Lead the supplier engagement sales strategy for Citi's Supplier Finance programs, developing and executing campaigns to drive supplier adoption and consistently growing the portfolio in terms o

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

About the Team OpenAI’s mission is to ensure the responsible and widespread adoption of artificial intelligence. In support of that mission, the Ads Solutions team partners closely with advertisers to deeply understand their businesses and needs, helping inform the development of products and solutions that drive meaningful revenue growth and long-term success on the platform—while maintaining strong standards for user trust and platform integrity. About the Role We’re looking for an Ads Solutions Engineer to partner with advertisers and agencies throughout the pre-sales and growth lifecycle, helping them successfully evaluate, launch, and scale on OpenAI’s advertising platform. You will serve as the technical expert in the sales process, translating advertiser objectives into scalable technical solutions across measurement, integrations, data activation, and campaign execution. This role sits at the intersection of sales, product, and engineering. You’ll work closely with Client Partners, Customer Success Managers, Product, Engineering, Policy, and Operations teams to remove technical blockers, accelerate revenue growth, and shape the future of OpenAI’s ads platform. This role is based in our San Francisco HQ and we offer generous relocation support for new hires. In this role, you will: Partner with Client Partners during the sales cycle to provide technical expertise that unlocks new business and accelerates deal closure. Lead technical discovery with advertisers and agencies to understand data flows, martech stack, measurement requirements, and activation goals. Design and recommend implementation approaches for pixels, APIs, server-to-server integrations, identity solutions, offline conversions, and measurement frameworks. Guide advertisers through onboarding and launch readiness, ensuring successful setup of tracking, attribution, audience signals, and reporting. Troubleshoot technical issues related to implementation, signal quality, delivery, and measurement

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 We are establishing a Procure-to-Pay (P2P) team in India to support our global Finance organization. As the P2P Operations Lead, you will build and lead our new P2P Shared Services function in India, overseeing the operational execution of supplier onboarding, purchase order administration, invoice processing, and governance activities while partnering with Procurement and Accounts Payable to deliver a scalable, world-class Procure-to-Pay operation. This role requires someone with deep Coupa and NetSuite experience, a strong command of P2P end-to-end process flows, and the maturity to operate independently with limited in-person oversight. 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 own Procurement Operations Own the end-to-end supplier onboarding process, including reviewing complete documentation and adhesion to internal policies. Maintain supplier records to ensure up-to-date supplier details and status Administer procurement workflows within Coupa and NetSuite. Manage Purchase Order (PO) lifecycle, including maintaining accurate PO billing and purchase details, monitoring open POs, and