Do you enjoy building solid internal and external relationships resulting in growth? Do you enjoy collaborating cross-functionally to deliver on common goals About our Team LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers. Our company has been a long-time leader in deploying AI and advanced technologies to the legal market to improve productivity and transform the overall business and practice of law, deploying ethical and powerful generative AI solutions with a flexible, multi-model approach that prioritizes using the best model from today’s top model creators for each individual legal use case. About the Role The Customer Onboarding Specialist plays a critical role in ensuring a seamless, efficient, and engaging introduction to LexisNexis solutions. This role combines strong client relationship skills with an ability to leverage digital tools, automation, and generative AI to enhance the onboarding experience. You will design and execute onboarding workflows, support customers through digital journeys, and contribute directly to innovation initiatives that elevate the customer experience. Onboarding Specialists draw upon training, experience, and technology to fulfill responsibilities while continuously identifying opportunities for process optimization. Responsibilities - Delivering superior client service and ensure each customer interaction reinforces confidence in LexisNexis. - Managing and coordinate onboarding activities as the customer’s primary point of contact, guiding them through both live and digital touchpoints. - Utilizing automation tools, workflow platforms, and AI-assisted onboarding processes to streamline customer setup and reduce time-to-value. - Diagnosing and resolve issues using department tools, resources, and business judgment, escalating unresolved matters when appropriate. - Monitoring and optimizing digital onboarding journeys, identifying friction points and recommending improvements. - Creating onboarding documentation, digital guides, and AI-enhanced self-service training materials that support scalable customer success. - Using generative AI solutions to accelerate content creation, analyze customer inquiries, and enhance knowledge resources. - Leveraging onboarding analytics and dashboards to track progress, measure customer engagement, and propose enhancements. - Collaborating with cross-functional teams to evolve onboarding workflows, automation capabilities, and customer experience technologies. - Serving as a role model demonstrating continuous improvement, professionalism, and alignment with company objectives. - Promoting excellence through high productivity, accuracy, and quality-focused decision-making. - Working effectively as part of a team, fostering collaboration and proactively supporting team initiatives. Requirements: - Be fluent English proficiency. - Have a bachelor’s degree or equivalent work experience. - Have great communication skills and a professional, customer-centric disposition. - Be detail orientation with the ability to follow structured processes and contribute to continuous improvement. - Have self-motivation and strong time-management skills. - Be proficient with Microsoft Office tools; exposure to workflow automation and digital onboarding tools is highly desirable. - Have experience with CRM systems; familiarity with automation platforms (e.g., Salesforce automation) is a plus. - Have interest or experience in applying generative AI tools for content creation, analysis, or customer engagement. - Have impressive problem-solving ability and commitment to resolving customer issues efficiently. - Have the ability to earn customer trust and foster positive relationships. - Be willing to work effectively in a complex matrixed environment. Work in a way that works for you Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive. We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, shared parental leave, we will help you meet your immediate responsibilities and your long-term goals. About the business LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. Primary Location Base Pay Range: Home based-Ohio $42,200 - $70,400. We know your well-being and happiness are key to a long and successful career. We are delighted to offer country specific benefits. Click here to access benefits specific to your location. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form or please contact 1-855-833-5120. Criminals may pose as recruiters asking for money or personal information. We never request money or banking details from job applicants. Learn more about spotting and avoiding scams here. Please read our Candidate Privacy Policy. We are an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. 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Role Description IXOPAY is looking for an experienced Onboarding Manager with a solid understanding of and hands-on experience with technology, integration design, project management and a strong customer focus. As an Onboarding Manager, you will be the primary point of contact for our customers through the design, development, testing and launch phases of their journey with the IXOPAY platform. Your focus will be on ensuring an exceptional experience throughout the onboarding process. In this role, you will have the opportunity to work on diverse projects that encompass various payment solutions. By leveraging your technical proficiency and business acumen, you will play a vital role in guaranteeing a smooth onboarding experience and maintaining open lines of communication with our customers and internal teams. The ideal candidate will be both consultative and technical. Qualifications - 4+ years of experience in onboarding, customer success, or a similar role in a software or technology company - Strong understanding of the payments industry and/or related software solutions is a plus - Experience with API(s) and basic knowledge of software development highly preferred - Excellent communication and interpersonal skills, with the ability to build rapport with customers - Detail-oriented with strong organizational and time management skills - Proficient in using CRM and onboarding tools; experience with Salesforce, Planhat, JIRA is a plus - Experience working cross functionally with Sales, Product, Engineering and Support - Ability to create structure in ambiguous situations and design effective processes - Problem-solving mindset with the ability to troubleshoot technical issues effectively - You have a passion for always putting the customer first - Bachelor’s degree or equivalent experience in Business, Communications, or a related field - Preferred experience and understanding of the payments industry - Remote, US, Eastern Time Zone strongly preferred Requirements - Serve as a consultative partner rooted in product and industry expertise to guide customers through their onboarding experience - Passionate about working with a wide variety of customers and having the opportunity to learn about many aspects of the payments industry - Manage onboarding process by leading customers through each step of the onboarding process, from initial setup to go-live, ensuring timelines and deliverables are met - Leverage project management and technical consulting skills to oversee high quality project delivery - Provide consultation on optimizing payment solutions, while collaborating with Product and Engineering to enhance the platform - Ensure above industry standard time-to-value for all customers - Remove blockers internally and act as the main liaison for new customers through relationship building and ensuring clear communication - Conduct training sessions for customers, providing comprehensive guidance on how to use our platform effectively - Create and maintain onboarding documentation, training materials and FAQ(s) to facilitate customer understanding and usage of the software - Work closely with sales, customer success and support teams to ensure a smooth handoff and continuous improvement of the onboarding experience Company Description Our mission at IXOPAY, a TokenEx Company, is to secure and optimize payments for global commerce. We’re building an integrated platform that optimizes payment transactions and protects payments data. For merchants who understand that payments are now a strategic function, IXOPAY, a TokenEx Company is a complete payments optimization platform that delivers best-in-class tokenization and transaction routing. Unlike point solutions, IXOPAY, a TokenEx Company delivers omnichannel tokenization, card lifecycle management, and smart routing via any payments service provider — giving merchants unprecedented control over their revenue and the competitive edge to thrive in global commerce. We believe our people are our most valuable asset and that our culture is defined by our core values that align the organization with our mission and strategy.

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions. This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client. Opportunity Highlights - Flexible remote work environment that supports work-life balance - Qualified inbound prospects, focus on meaningful conversations, not cold outreach - Fast commission processing to support consistent income flow - Access to professional tools and systems provided by the organization - Structured mentorship and leadership support for professional development Key Responsibilities - Serve as the first point of contact for individuals seeking financial protection solutions - Guide new clients through a smooth and supportive onboarding experience - Conduct virtual discovery meetings to understand client needs and financial goals - Present tailored protection strategies including IUL policies, annuities, and life insurance - Maintain consistent communication and follow-up to support client growth and satisfaction - Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile - Client-focused mindset with strong integrity and professionalism - Self-motivated with clear personal and career goals - Growth-oriented and open to coaching and continuous improvement - Strong communication skills with confidence in virtual meetings and presentations - Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions. This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client. Opportunity Highlights - Flexible remote work environment that supports work-life balance - Qualified inbound prospects, focus on meaningful conversations, not cold outreach - Fast commission processing to support consistent income flow - Access to professional tools and systems provided by the organization - Structured mentorship and leadership support for professional development Key Responsibilities - Serve as the first point of contact for individuals seeking financial protection solutions - Guide new clients through a smooth and supportive onboarding experience - Conduct virtual discovery meetings to understand client needs and financial goals - Present tailored protection strategies including IUL policies, annuities, and life insurance - Maintain consistent communication and follow-up to support client growth and satisfaction - Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile - Client-focused mindset with strong integrity and professionalism - Self-motivated with clear personal and career goals - Growth-oriented and open to coaching and continuous improvement - Strong communication skills with confidence in virtual meetings and presentations - Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance. At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.