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Client Onboarding Specialist Jobs

2,462 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.

O
OpenAI
📍 New York• Full-time
1mo ago

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 As an Agency Partner, you will be responsible for driving new and expanded advertising revenue through strategic relationships with leading agency holding companies.. You will help agencies and their clients leverage OpenAI’s platform to connect with highly engaged audiences in innovative and responsible ways. This role is focused on building and growing agency partnerships that unlock opportunities across a broad portfolio of advertisers. You will own the agency partnership strategy—from executive relationship development and joint business planning to agency education and portfolio activation—establishing OpenAI as a trusted partner and driving sustained adoption and revenue growth across agencies and their clients. You’ll partner closely with Client Partners, Account Managers, and cross-functional teams to coordinate agency engagement, identify priority advertiser opportunities, and ensure consistent execution across your agency portfolio. This role is based in our New York City office, and candidates are expected to work from the office three days per week. In this role, you will: Develop and execute strategic agency partnership plans that increase adoption, unlock advertiser investment, and drive revenue growth across agency holding companies and independent agencies. Develop and execute strategic agency plans that drive advertiser adoption, client ROI, and long-term revenue growth. Build and maintain relationships with senior agency decision-makers across investment, strategy, planning, innovation, data, commer

awsgitrest
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O
1mo ago

About the Team OpenAI is building AI systems that can help professionals perform complex, high-value work with greater speed, rigor, and creativity. Investment banking is one of the most demanding environments for knowledge work: bankers must synthesize fragmented information, exercise judgment under pressure, and produce precise, defensible models, analyses, and client materials. Our team works across Research, Product, Engineering, and Go-to-Market to make OpenAI's models genuinely useful for these workflows. We translate real professional work into product requirements, evaluations, training signals, and repeatable customer solutions. We care not only whether a model can generate an answer, but whether it can deliver accurate, defensible work that experienced bankers can trust and use. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. About the Role We are looking for a Subject Matter Expert in Investment Banking to help define what excellent AI-assisted banking work looks like and turn that standard into better models and products. You will bring deep, current knowledge of how investment banking work is actually performed, including company and industry research, financial analysis and modeling, valuation, diligence, transaction execution, and the creation and review of client materials. You will use that expertise to design realistic tasks and evaluations, create and assess high-quality reference work, diagnose model failures, and help our technical teams improve model behavior and product experiences. This is a hands-on individual-contributor role for someone who enjoys both doing the work and explaining what makes it good. You should be comfortable moving between an Excel model, a presentation, a source document, an evaluation rubric, a product prototype, and a conversation with researchers or customers. You will help us distinguish outputs that merely look pl

awsrestai
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O
OpenAI
📍 San Francisco• Full-time
1mo ago

About the Team The Codex Web Layer team provides the web-based systems and user experiences for Codex across the entire stack, from the Electron-like application framework that powers the application, to the user-facing in-app browser. About the Role In this role, you will be responsible for designing and implementing infrastructure and features end-to-end for the Codex desktop client application. You will help define what it means to be a hybrid agentic/interactive web browser. The team embodies “full stack” development from the lowest-level OS integration to the highest-level interaction design. This role is based in San Francisco. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role you will: Partner closely with product and design to conceive, design, and build features for Codex web browsing features on macOS and Windows. This role will focus mostly on the backend C++ layer and Chromium, but many features cross the full stack including some TypeScript. Partner with the wider Codex team to deliver a high-performance, stable, and secure application platform for client development. This includes API design and implementation (mostly in C++) and the infrastructure that supports deploying it (in Python, TypeScript, and agentic skills). Work with a small, experienced team of engineers on this critical and rapidly growing product. You might thrive in this role if you: Have significant experience building technically complex features end-to-end. Are a strong C++ developer, especially with experience in browser environments like Chromium and Electron. Since this role is more backend focused, general knowledge of web development and TypeScript is helpful but not required. Thrive in a fast-paced, ambiguous environment. Communicate clearly and concisely across many different roles in the organization. Are self-directed, identifying important work and executing it end-to-end. About OpenAI OpenAI is an AI

typescriptpythonaws
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O
1mo ago

About the Team OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. In support of that mission, the Ads Solutions team partners closely with advertisers, agencies, and strategic partners to help businesses unlock value through AI-powered advertising solutions while maintaining strong standards for user trust, platform integrity, and responsible innovation. As OpenAI’s advertising business continues to scale globally, the APAC Ads Solutions team plays a critical role in driving revenue growth, building strategic advertiser relationships, and shaping the future of advertising products across some of the world's most dynamic markets. About the Role We are seeking a Regional Manager, Ads Solutions (APAC) to lead and scale OpenAI’s advertising business across Asia-Pacific. Based in Singapore, you will oversee a distributed team of Client Partners and Customer Success Managers supporting advertisers across the region. Our ads products are currently live in Australia and New Zealand with launches in Japan and South Korea scheduled for June. Expansion into other APAC markets will continue on an ongoing basis and this leader will play a key role in shaping that strategy and execution. This is a highly strategic leadership role responsible for driving regional revenue growth, building and developing high-performing teams, and establishing OpenAI as a trusted partner to advertisers throughout APAC. You will own regional commercial performance while partnering closely with Product, Engineering, Marketing, Operations, and Policy teams to ensure customer feedback influences product development and market strategy. The ideal candidate combines strong people leadership, commercial acumen, operational rigor, and a passion for building businesses in fast-moving environments. You are equally comfortable coaching teams, engaging with senior executives, navigating complex market dynamics, and helping shape the long-term strategy for OpenAI’s Ads b

awsgitrest
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Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Solution Sales function is responsible for driving growth in specific lines of business. Interpreting and defining client needs in order to align the client’s objectives and requirements with Dun & Bradstreet’s products’ capabilities and value. In this role, you will work in partnership with the Relationship Manager and Client Success team, act as a senior specialist in our product offerings, supporting the Relationship Manager by conducting live product demonstrations via web-based meetings, in-person meetings, and through providing collateral to support driving Cross Sell, Upsell and New Business.

PE
1mo ago

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Solution Sales function is responsible for driving growth in specific lines of business. Interpreting and defining client needs in order to align the client’s objectives and requirements with Dun & Bradstreet’s products’ capabilities and value. In this role, you will work in partnership with the Relationship Manager and Client Success team, act as a senior specialist in our product offerings, supporting the Relationship Manager by conducting live product demonstrations via web-based meetings, in-person meetings, and through providing collateral to support driving Cross Sell, Upsell and New Business.

PE
Private Employer
📍 - India• Full-time• Remote
1mo ago

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. Base Location: Indore, India Role Summary: We are seeking a results-driven professional to drive B2B new client acquisition across Madhya Pradesh, Chhattisgarh, and Gujarat. The role involves identifying business opportunities, building relationships with key decision-makers, managing the sales pipeline, and achieving revenue targets through the acquisition of new B2B clients.

REMOTEairust
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PE
1mo ago

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Integrated Solutions team is responsible for driving growth across all of our lines of business in an integrated way. This role is responsible for interpreting and defining client needs in order to align the client’s objectives and requirements with Dun & Bradstreet’s data, capabilities and value. Articulating how our data in conjunction with key partner technologies can lead to strong business outcomes is key. In this role, you will work in partnership with the Relationship Manager, Solution Sales, Solution Architects and Client Success team, advise on our integrated proposition, including lakehouses and agentic workflows, and display a willingness to learn about and develop relationships with our strategic partners. This will include supporting the Relationship Manager in web-based meetings, in-person meetings, and through providing collateral and thought leadership to support driving Cross Sell, Upsell and New Business.

PE
1mo ago

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. Strategic Relationship Manager is a client-facing role is focused on driving growth across our some of our largest enterprise clients in Norway. This role is focused on managing and growing an established portfolio of enterprise clients, across multiple industries such as financial services, energy production and the public sector. The role will involve selling a suite of market‑leading products and services into large, complex institutions. You will drive revenue growth through expansions, renewals and additional use cases, while deepening relationships with senior stakeholders across strategic and global accounts with significant long‑term value. Acting as a trusted partner, you will bring deep understanding of client challenges and apply technology-led solutions to address business‑critical needs, building long‑term relationships and generating incremental growth.

PE
1mo ago

Shape the Future with Dun & Bradstreet At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers. The Customer Relationship team is accountable for retaining existing business and driving sales growth through client adoption of Company products and services. Clients include media agencies, platforms, direct brands, and other AdTech vendors. They specialize in using deep industry, business processes and product expertise to increase product adoption and utilization. Post-sale client point of contact accountable for value driven engagements across the customer retention lifecycle resulting in client renewals. May handle escalations and coordinate across other functional areas of the Company.

REMOTEairust
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PE
1mo ago

Job Role : Telecaller Job Location : Goregaon, Mumbai Education : Graduation About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm’s mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: They will be responsible for collection targets of the assigned branches. They will be required to meet the target of the assigned product. Follow the legal guidelines for collection agencies & in-house collections. Expectations/ Requirements: 1. To achieve collection targets of the Respective Branch assigned. 2. Meeting the Target on the product assigned for Collections. 3. Ensuring legal guidelines are compiled for the entire collection structure in letter and sprits. 4. Ensure that the collection agencies and In-house collectors adhere to the legal guidelines provided by the law in force. 5. Ensure adherence to the Code of Conduct. 6. Continuously monitoring collection agencies and In-house collectors to identify fraudulent practices and ensure that no loss is incurred due to such activities. Superpowers/ Skills that will help you succeed in this role: 1. He or she should have more than 1 year of relevant experience in Collections role 2. Excellent Communication Skills 3. Negotiations skills - strong bias for driving results in a High performance environment 4. Strong Relationship and Leadership skills 5. Working Knowledge of Computers 6. Growth Mindset 7. Demonstrated success and achievement orientation. 8. Willingness to experiment and improve continuously Why join us: 1. A collaborative output driven progr

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: Lead the collections target and control collection flow for specified area. Handle large team of collection officers, their productivity and performance. Expectations/ Requirements: 1. To Achieve Collection targets of the area assigned, control flow cases and focus on non starters. 2. Ensured documented feedback. 3. Ensure Adequate feet on Street availability/bucket wise /segment wise. 4. Manage productivity for fixing productivity parameters for Collection Officers Agencies/In-house team. 5. Monitoring performance against set parameters and weekly review with Collection executives. 6. Ensuring background check of all collection agencies hired/Identify and manage training needs of the Collection Executives/ Evaluation of performance of all CE. 7. Support Collection officers in legal /Police issues/Collection Activities. Superpowers/ Skills that will help you succeed in this role: 1. People Management Skills. 2. More than 8 years of relevant experience in Collections role. 3. Demonstrated Success and achievement orientation. 4. Excellent Communication Skills. 5. Negotiations skills - strong bias for driving results in a High performance environment. 6. Strong Relationship and Leadership skills. 7. Working Knowledge of Computers. Education: Graduation/ Post Graduation preferred. Why join us: We support our people by providing a range of flexible working options so they can w

PE
Private Employer
📍 Uttar Pradesh, India• Full-time
1mo ago

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: Lead the collections target and control collection flow for specified area. Handle large team of collection officers, their productivity and performance. Expectations/ Requirements: 1. To Achieve Collection targets of the area assigned, control flow cases and focus on non starters. 2. Ensured documented feedback. 3. Ensure Adequate feet on Street availability/bucket wise /segment wise. 4. Manage productivity for fixing productivity parameters for Collection Officers Agencies/In-house team. 5. Monitoring performance against set parameters and weekly review with Collection executives. 6. Ensuring background check of all collection agencies hired/Identify and manage training needs of the Collection Executives/ Evaluation of performance of all CE. 7. Support Collection officers in legal /Police issues/Collection Activities. Superpowers/ Skills that will help you succeed in this role: 1. People Management Skills. 2. More than 12+ years of relevant experience in Collections role. 3. Demonstrated Success and achievement orientation. 4. Excellent Communication Skills. 5. Negotiations skills - strong bias for driving results in a High performance environment. 6. Strong Relationship and Leadership skills. 7. Working Knowledge of Computers. Education: Graduation/ Post Graduation preferred.

Job Description: Role: Relationship Manager – MTF HNI Segment Objective of the Role Drive growth, acquire new customers, activation, and retention of HNI MTF clients by building strong relationships, improving engagement, and increasing capital deployment across the MTF book. Key Responsibilities 1. HNI Client Engagement Own a portfolio of HNI MTF clients Drive regular engagement through calls, messages, and structured outreach Educate clients on MTF usage, leverage opportunities, and platform features 2. Revenue & Book Expansion Increase MTF utilization among assigned clients Identify upsell opportunities across equity + MTF Improve wallet share per client 3. Activation & Retention Reactivate dormant HNI users Reduce churn in high-value segments Ensure consistent usage of MTF facility 4. Relationship Management Act as single point of contact for assigned HNI users Resolve queries in coordination with support/product teams Build trust and long-term engagement 5. Market Intelligence Gather user feedback and competitive insights Share patterns from HNI cohort behavior with product/growth teams Desired Profile Experience in brokerage, wealth management, or trading platforms preferred Strong communication and persuasion skills Comfort with high-frequency client interaction Execution-focused and target-driven mindset KPIs for Success Increase in MTF activation rate among HNI users Acquire new HNI customers Growth in average book size per HNI client Improvement in retention / reduced churn in HNI cohort Revenue contribution from managed cohort

reactrust
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About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. About the team: Liaison between the creditors and consumers. They are in charge of observing accounts to identify overdue payments, report collection activity, address client queries, and develop repayment plans. About the role: Lead the collections target and control collection flow for specified area. Handle large team of collection officers, their productivity and performance. Expectations/ Requirements: 1. To Achieve Collection targets of the area assigned, control flow cases and focus on non starters. 2. Ensured documented feedback. 3. Ensure Adequate feet on Street availability/bucket wise /segment wise. 4. Manage productivity for fixing productivity parameters for Collection Officers Agencies/In-house team. 5. Monitoring performance against set parameters and weekly review with Collection executives. 6. Ensuring background check of all collection agencies hired/Identify and manage training needs of the Collection Executives/ Evaluation of performance of all CE. 7. Support Collection officers in legal /Police issues/Collection Activities. Superpowers/ Skills that will help you succeed in this role: 1. People Management Skills. 2. More than 8 years of relevant experience in Collections role. 3. Demonstrated Success and achievement orientation. 4. Excellent Communication Skills. 5. Negotiations skills - strong bias for driving results in a High performance environment. 6. Strong Relationship and Leadership skills. 7. Working Knowledge of Computers. Education: Graduation/ Post Graduation preferred. Why join us: We support our people by providing a range of flexible working options so they can

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