Customer Onboarding Director Jobs

The Supplier Consulting Analyst III provides analytical support for healthcare supply chain consulting engagements, including customer onboarding, business process optimization, and solution adoption initiatives. This role collaborates with consulting and cross-functional teams to analyze customer and transactional data, identify improvement opportunities, and deliver actionable insights that support business strategies and operational efficiency. Principal Duties and Responsibilities: · Analyze and reconcile customer account data across systems, identifying duplicates, unmatched records, and data quality issues. · Analyze purchasing activity, transaction volumes, and customer connectivity to support onboarding plans and prioritization. · Develop and maintain reports and dashboards measuring customer onboarding, transaction acceptance, adoption, utilization, and exceptions. · Prepare analytical summaries, presentations, and other project deliverables for multiple concurrent engagements. · Collaborate with internal teams to validate data, investigate discrepancies, and resolve reporting issues. · Support data analysis and reconciliation for system implementations, integrations, migrations, and business transitions. · Analyze customer contact and outreach data, including registration progress and communication results. · Communicate analytical findings to internal stakeholders and present results to customers when appropriate. · Standardize reporting templates, document analytical methods, and identify opportunities to improve efficiency. Required Qualifications: · Bachelor’s degree or equivalent work experience · 2–4 years of experience in data analysis, business analytics, reporting, or a related field. · Strong analytical, communication, and presentation skills, with the ability to explain findings to technical and nontechnical audiences. · Excellent attention to detail, organization, problem-solving, and ability to

Role Purpose: The Forward Deployed Identity Strategist serves as a customer-facing Fraud and Identity subject matter expert across the entire customer lifecycle, operating as a forward-deployed consultant across pre-sales, onboarding, and ongoing expansion. In this role, you will partner directly with enterprise customers to design optimal product implementation strategies, evaluate risk profiles, and align Jumio’s technical solutions with customer’s unique business objectives. The Identity Strategist owns the critical onboarding mission for new deployments. Acting as a strategic advisor, you are directly responsible for driving efficient customer onboarding and rollout, and overcoming regulatory, legal, or operational hurdles to accelerate time-to-live and maximize time-to-value while ensuring solution adoption and long-term trust. Responsibilities: Partner with new and existing Jumio customers to evaluate their risk profile and design tailored fraud strategies Provide expert recommendations on risk mitigation, user friction, and verification workflow optimization Lead the designing of standardized identity workflows within the Jumio product that are optimized for different verticals and use cases that can be quickly adopted by new customers Orchestrate launch readiness by proactively identifying and resolving technical, regulatory, or policy-related bottlenecks to drive time-to-live and time-to-value Advise customer risk and fraud teams on emerging fraud vectors and industry best practices Validate completion of implementation milestones and success criteria, as well as confirming that the customer’s integration aligns with Jumio best practices Coordinate go-live planning, readiness reviews, and support go-live day execution Skills, Experience and Qualifications: Relevant professional experience spanning fraud, identity, AML/KYC, digital risk, or a related field, including meaningful customer-facing experience in consulting, technical account management, so

About EOLA Power At EOLA Power, we support mission-critical power systems for organizations that cannot afford downtime. Our customers include hospitals, data centers, municipalities, utilities, and industrial facilities across the United States. We provide maintenance, emergency service, and turnkey solutions for UPS systems, generators, batteries, and related critical infrastructure. Our work ensures businesses remain operational when power interruptions occur. As we continue to grow, we are seeking a highly organized and proactive Compliance Coordinator to support our customer compliance programs and operational initiatives. Position Overview The Compliance Coordinator is responsible for managing customer compliance requirements, insurance documentation, client onboarding, and operational support activities that ensure uninterrupted service delivery across EOLA Power. This is not an entry-level administrative role. We are seeking someone who has previously managed compliance programs, customer requirements, insurance documentation, or similar responsibilities and can contribute immediately with minimal training. The ideal candidate is detail-oriented, resourceful, and comfortable working independently. They take ownership of problems through resolution and understand the importance of meeting deadlines in a fast-paced environment. Key Responsibilities Manage customer compliance platforms, including ISNetworld (ISN), Avetta, NetVendor, and similar systems. Track and maintain customer compliance requirements, including Certificates of Insurance (COIs), safety documentation, training records, and company registrations. Monitor expiration dates and proactively coordinate renewals to prevent lapses in compliance. Work directly with insurance brokers, carriers, and customers to obtain and submit required documentation. Coordinate with internal departments to collect and maintain compliance records. Maintain organized records of customer agreements, registrations

Role Purpose: Solution Engineers help customers understand how to get the best out of Jumio’s products. They also provide technical and functional expertise across our suite of online ID and Identity verification, KYC, AML, user authentication and Risk Management solutions to colleagues in sales, product, engineering, account management and marketing. You’ll be an integral part of our growing global sales team, interacting with a broad and interesting range of internal and external stakeholders. Role Value: Increasing pipeline conversion rates, helping to grow revenue and ensuring high levels of customer satisfaction are just some of the high value outputs from Solution Engineers. You will play a major role in improving and expanding existing processes such as, pre-sales technical presentations, product testing, integration and customer onboarding. You are the integration expert for how Jumio solutions can add value to the customer’s user journey, specifically through web and different API channels. Your performance has a direct impact on the overall sales team effectiveness. Ultimately it’s about helping to drive Jumio’s continued growth and success while growing your own career. Example Responsibilities: Consult prospective clients by asking investigative questions to understand the intended use-case and propose recommendation(s) on how best to implement Jumio’s solution to meet their requirements Create and lead customer facing technical presentations Aid in the completion of solution presentations, RFPs and RFIs Take lead in proof-of-concept during pre-sale, cross-selling activity Manage the onboarding of customers to Jumio from kick-off meeting with business and project teams to Go Live Provide technical and functional subject matter expertise to our external customers as well as Jumio Account Executive and Account Management team Work closely with marketing, product management, and engineering business units to maintain and improve the technical and func

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Prime Operations Assistant on the Custody Product Ops team within Institutional , you'll support the operational workflows that keep Coinbase's token management platform running for Prime customers. This team manages the full billing lifecycle, contract operations, customer onboarding, and token distributions for crypto-native teams, protocol foundations, and institutional clients. You'll execute established processes across revenue, contract, customer, and token operations, maintaining the accuracy and reliability that Prime customers depend on. What you'll do: Reconcile billing and subscription records, investigate discrepancies, and coordinate collections follow-up to maintain accurate revenue operations across the Prime customer base. Manage MSA intake and agreement workflows through Ironclad, track signatures and renewals, and maintain complete contract records for all active accounts. Coordinate TLS and Vesting Platform onboarding for new customers, triage Pylon inboxes, and deliver timely communications throughout the customer lifecycle. Prepare token distributions, support grant setup and M2M migrations, and execute controlled lockup coverage in accordance with documented approval requirements. Maintain SOPs, reporting methodology, and canonical operational datasets, flagging opportunities for automation and escalating policy questions to designated owne

About the Team Our mission is to promote growth in local economies by building connections with businesses across the nation and expanding access to the DoorDash platform. The DoorDash for Business Client Success Team drives product adoption, usage, and expansion across our longtail unmanaged customers with a focus on onboarding and new use-case development. Our team is client facing while also leveraging a one-to-many, tech-touch model: lifecycle campaigns, group training,and automation, leveraging customer signals. The goal is to accelerate product stickiness and unlock growth at scale. Client Success is a great place to build both hard and soft skills, including consultative product expertise, data-driven decision making, and cross-functional collaboration, as the link between what customers need and what we build. About the Role Scaled Client Success Managers own product adoption, education, and onboarding for a pooled segment of our longtail unmanaged customers in North America. You'll be a proactive, solutions-oriented partner who delivers enablement and activation at scale through digital-first programs and remaining client facing while you introduce new products and features and help customers get more out of the ones they already use. Reporting to the Manager, Client Success, you'll partner with S&O (Strategy & Operations), Analytics, and Product to turn insights into programs that unlock value across a large book of customers. We're making a big bet that there's significant untapped potential in our self-service accounts. As part of a growing team, you'll help refine and scale our customer onboarding and activation motion while growing alongside the function. You’re excited about this opportunity because you will… Support a pooled segment of customers through a one-to-many model, prioritizing outreach by signal rather than account by account Own customer education and onboarding programs at scale: group training sessions, email campaigns, and lifec

At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs. If you’re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value. THE WORK: At Ripple, the Customer Onboarding Platform is where every customer’s journey begins — and it’s about to get a full-scale rebuild. We recently became a horizontal platform team serving all Ripple products. Our next chapter: Unwinding years of Salesforce-bound logic into modern, engineering-owned backend services. Integrating best-in-class vendors like Persona for KYC/KYB, while building the surrounding orchestration, data flows, and service layer. Designing the systems and data model that will make onboarding scalable, observable, and reliable across products. If you’re a Staff-level engineer who thrives on modernizing fragile systems , building robust services around vendor integrations , and driving architecture at company-wide scale , this is your opportunity. Why This Role Matters: Onboarding is where customers form their first impression of Ripple, and where trust is earned. As the technical anchor for a small, high-impact team, you will: Build for impact – Everything you create will serve multiple Ripple products, from Payments to Custody to Stablecoin. Start from zero – Design and build new backend services from the ground up to power onboarding across products. Tackle the hard stuff – Unwind years of technical debt while designing systems built to last. Shape Ripple’s architecture – Partner with Product, Compliance, and Engineering to influence

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals who tackle unique technical challenges at scale and solve them as a team. Together, we deliver innovative and ethical solutions that help businesses achieve their ambitions faster. CDD Risk Analyst, Direct Customer Onboarding Adyen is looking for a hands-on CDD Risk Analyst to join our Direct Customer Onboarding team and contribute to the growth and scaling of our customer base in North America. In this role, you will perform necessary enhanced due diligence, including reviewing KYC documentation and assessing potential anti-money laundering risks, to protect Adyen and our customers. You will be working with a wide range of teams within Adyen, including commercial, compliance, and product to ensure that our customers and understanding of them remain up-to-date and compliant. You are expected to be very detail-oriented, take a risk-based approach, and have the ability to think critically with scalability always in mind, all while maintaining a high caliber work product. What you will do Execute upon Know-Your-Customer (KYC), Customer Due Diligence (CDD) procedures and Enhanced Due Diligence (EDD). Collect and analyze customer information whilst documenting material changes to their organizational structures, legal entity(ies) and policies. Perform KYC checks on our merchants, collect and verify relevant documentation and iterate on the process flow. Guide our merchants and be the first point of contact for every account onboarding. Be an internal product advocate, drive process improvements and feedback o

About the Role As our Digital Trust and Resilience Engineer, you will lead and perform technology risk assessment and security compliance activities central to our global operations. You will coordinate annual IT internal and external audit programs, including ISO and SOC 2 certifications across our key markets. These certifications are critical to accelerating customer onboarding and streamlining annual regulatory audits worldwide. You will also run mandatory employee security awareness training globally, and drive the automation of evidence collection to improve efficiency. In this role, you will identify compliance gaps, support remediations, and provide technical guidance across all business units. AI is fundamental to how we work. In this position, you will help us build AI automations, workflows, and agents to boost the efficiency of Digital Trust & Resilience operations. You do not need to be an AI researcher. You just need to understand compliance risks and have a drive to learn and apply AI tools. Responsibilities: Coordinate and perform annual IT internal audits and external audits for ISO and SOC 2 certifications across global markets, ensuring certifications are maintained to support customer and partner onboarding and regulatory audit readiness Run global, regulator-mandated employee security awareness and compliance training campaigns, including tracking, reporting, and continuous improvement Automate evidence collection and compliance workflows to drive efficiency gains and scale operations in response to growing regulatory demands Participate in internal security and privacy assessments, external audits, compliance certifications, and risk management activities Provide complete and accurate responses to internal and third-party enquiries on security compliance Perform periodic technical, organizational, and third-party risk and control assessments, and manage remediation activities to complet

About the Role As our Digital Trust and Resilience Specialist you will lead and perform technology risk assessment and security compliance activities central to our global operations. You will coordinate annual IT internal and external audit programs, including ISO and SOC 2 certifications across our key markets. These certifications are critical to accelerating customer onboarding and streamlining annual regulatory audits worldwide. You will also run mandatory employee security awareness training globally, and drive the automation of evidence collection to improve efficiency. In this role, you will identify compliance gaps, support remediations, and provide technical guidance across all business units. AI is fundamental to how we work. In this position, you will help us build AI automations, workflows, and agents to boost the efficiency of Digital Trust & Resilience operations. You do not need to be an AI researcher. You just need to understand compliance risks and have a drive to learn and apply AI tools. Responsibilities: Coordinate and perform annual IT internal audits and external audits for ISO and SOC 2 certifications across global markets, ensuring certifications are maintained to support customer and partner onboarding and regulatory audit readiness Run global, regulator-mandated employee security awareness and compliance training campaigns, including tracking, reporting, and continuous improvement Automate evidence collection and compliance workflows to drive efficiency gains and scale operations in response to growing regulatory demands Participate in internal security and privacy assessments, external audits, compliance certifications, and risk management activities Provide complete and accurate responses to internal and third-party enquiries on security compliance Perform periodic technical, organizational, and third-party risk and control assessments, and manage remediation activities to completi

Datadog’s Implementation Services team helps customers implement and deploy Datadog quickly. Our team of architects leads the discovery, design, build, and launch of the Datadog platform to help customers accelerate time to value and get the most out of their investment. As a member of our team, you will be responsible for developing the technical roadmap for a customer’s implementation, and leading them through it every step of the way. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Design and guide execution of Datadog implementations, including gathering requirements, building technical architecture, and supporting deployment and launch Guide customer onboarding through co-development working sessions and assist when they run into roadblocks Write automation and design architecture for deployment templates Manage the operation of implementation projects Collaborate with other teams, including Customer Success, Technical Account Management, and Sales to deliver an exceptional onboarding experience Who You Are: Experience designing and delivering technical solutions for DevOps Monitoring or architecture systems Hands-on experience with cloud platforms (AWS, Azure, GCP) and compute technologies (EC2, serverless, VMware, VMs, Docker, Kubernetes). Experience with Config Management, IAC and CI/CD tools, including Ansible, Puppet, Terraform, Chef, Jenkins, Circle CI, GitHub Actions, Azure Pipelines, etc… Experience programming/scripting with any of the following: Java, Python, Ruby, Go, Node.JS, PHP, and .NET etc Successful track record with 5+ years experience as an Architect or Consultant in a professional services team Able to sit up to 4 hours, traveling to and from client sites Able to travel via auto, train or air u

We’re Hiring Field Relationship Manager (FRM) About NoBroker NoBroker is a technology-driven real estate platform that aims to simplify the property-buying, selling, and renting experience by connecting property owners and customers directly. With a strong presence across major Indian cities, NoBroker provides technology-enabled solutions across the real estate journey. Job Role: Field Relationship Manager (FRM) Location: Bangalore Experience: 6 Months 3 Years Salary: Up to 5 6 LPA Working Days: 6 Days a Week Bike: Mandatory Valid Driving Licence: Mandatory Role Overview As a Field Relationship Manager, you will be responsible for building strong customer relationships, meeting clients in the field, generating business opportunities, and achieving sales targets. The role requires candidates who are comfortable with field travel and have strong communication and interpersonal skills. Key Responsibilities Build and maintain strong relationships with customers. Visit assigned locations to meet clients and provide support. Generate leads and convert them into business opportunities. Explain products/services and address customer queries. Achieve monthly sales and performance targets. Coordinate with internal teams for smooth customer onboarding and issue resolution. Maintain daily visit reports and update customer information. Eligibility & Requirements 6 months to 3 years of experience in Sales, Field Sales, Business Development, Relationship Management, or a similar role. Bike is mandatory for field travel. Valid Driving Licence is mandatory. Bike documents such as RC and Insurance must be available. Good communication and interpersonal skills. Kannada & English are mandatory. Hindi will be an advantage. What We Offer Petrol Allowance: Up to 4,000/month Attractive Performance-Based Incentives Early Promotion: Opportunity for promotion within 6 months based on performance Strong career growth opportunities Interested candidates can apply! Send

Insurance Business Analysia Job Description: • Strong experience in Insurance domain transformation initiatives with exposure to large-scale business change programs. • Strong experience in business analysis, requirement gathering, process consulting, and customer onboarding journeys. • Proven ability to streamline and optimize business processes while working with cross-functional stakeholders and delivery teams. • Strong experience in CRM platforms with moderate knowledge of Salesforce CRM for customer and workflow management. • Proven ability to manage senior stakeholders, facilitate discussions, and drive alignment across business and technology teams. • Strong understanding of transformation delivery lifecycle, operating models, and process improvement methodologies. • HSBC experience and awareness of governance, and ways of working is highly preferred. • Preferred candidates should demonstrate strong communication skills, analytical thinking, and ability to work in fast-paced enterprise environments.

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. As a Solution Delivery Consultant in the D&B Taiwan Delivery & Implementation team, your primary focus will be on： 【KEY RESPONSIBILITIES】 【KEY RESPONSIBILITIES】 • Customer Implementation & Solution Delivery (60%-70%) • Lead customer onboarding and implementation projects for D&B APIs, data solutions, and integration products. • Conduct discovery meetings to understand customer business and technical requirements. • Design and document implementation specifications and integration requirements. • Support API configuration, authentication, testing, validation, and deployment activities. • Lead customer workshops, solution reviews, UAT sessions, and go-live activities. • Troubleshoot API integration, mapping, and data quality issues. • Provide post-implementation support and technical consultation when required. • Ensure project deliverables meet customer requirements, contractual obligations, and service-level commitments. Automation & Process Transformation (30%-40%) • Develop automation solutions to improve delivery productivity and customer experience. • Build Python-based utilities, workflow tools, and operational automation frameworks. • Support AI-enabled delivery and process optimization initiatives. • Identify opportunities to standardize and simplify implementation processes. • Contribute to delivery transformation, workflow modernization, and operational excellence progra

Title: Sr. Manager/DGM - Sales Manager About Us: Paytm is India's leading digital payments and financial services company. Our platform offers a wide range of payment solutions to consumers and merchants, including utility payments, money transfers, and Paytm Payment Instruments (PPI) such as Paytm Wallet, Paytm UPI, and Paytm Payments Bank Net-Banking. We also provide merchant services, advertising, and a Mini app store. With a focus on growth and engagement, we leverage data science to drive sustainable success. We offer credit services sourced from financial partners to further support merchants. About the Role: We are looking for a result-oriented and customer-focused professional to lead the Customer Success Sales (CS Sales) function for Paytm Money. The role involves driving customer activation and conversion across onboarding and engagement journeys, managing sales operations teams, and improving customer experience through structured calling and process excellence. Responsibilities : Drive conversion and activation across customer onboarding and engagement funnels for various products. Identify and resolve customer journey bottlenecks to improve activation and conversion metrics. Manage and mentor the calling team to improve lead conversion and customer activation metrics. Monitor daily performance metrics and share updated MIS reports with stakeholders. Conduct training sessions and ensure quality assurance (QA) standards for the team. Design and optimize calling processes, customer communication flows, and conversion pitches. Collaborate with product, operations, risk, and business teams to resolve customer journey bottlenecks. Analyze customer objections and rejection patterns to improve conversion strategiesEnsure high levels of customer engagement, responsiveness, and service quality during interactionsTrack team productivity, conversion funnels, and operational KPIs to drive continuous improvementSupport leadership with business updates, operat