Role Description Responsible for being the primary liaison between the Bank and the customer while directing cross-functional resources dedicated to opening commercial DDA accounts. The Commercial Client Onboarding Specialist communicates directly with clients and works as the liaison between the client and our internal teams for all matters relating to account/service on-boarding. - Provide all commercial DDA clients with high-touch, value added support. - Ensure all documentation requirements for Deposits and Treasury Management have been met. - Have a strong customer-centric focus and provide high-quality customer service. - Set clear expectations with clients. - Follow policies and procedures as defined. - Achieve results by identifying, assessing, managing, monitoring, and reporting risks. - Anticipate situations to ensure an exceptional client experience. - Communicate quickly and adapt to complex situations while utilizing bank resources. - Leverage necessary business partners when needed. Qualifications - Bachelor's Degree or equivalent experience. - 3-5 years banking experience required including Commercial Bank experience. - Minimum 3 years demonstrated client service experience required (phone and face to face). - Demonstrated experience supporting multiple lines of business, verticals, and all segments of an organization. - Excellent written and verbal communication skills. - Strong interpersonal and relationship-building skills. - Ability to filter and analyze information to facilitate decision making. - Ability to cope with complexity and adapt to new circumstances. - Strong organizational skills. - Extensive experience with Microsoft Office products. Requirements - Effectively prioritize work efforts to meet client deadlines. - Utilize internal systems to collect information and prepare documentation. - Maintain accurate and up-to-date records of all onboarding activities. - Ensure client satisfaction through partnership with the Commercial Payments Sales Team. - Set and manage client expectations through clear communication. - Provide advice, guidance, and insight to support the relationship. - Exhibit innovative behaviors that support relevant and practical solutions to clients. Benefits - Comprehensive benefits programs designed to support the individual needs of employees and their families. - Opportunity to participate in an incentive compensation plan based on performance.

• Lead onboarding plans for assigned client accounts, including timelines, milestones, deliverables, and stakeholder communications • Create, maintain, and continuously improve onboarding playbooks, job aids, training materials, and process documentation to support scalable delivery • Coordinate internal readiness across Operations, Technology, Training, and Quality to ensure people, process, and technology prerequisites are met prior to go-live • Facilitate onboarding governance (kickoffs, status reviews, and steering updates), tracking risks, issues, dependencies, and action items through resolution • Define onboarding success measures and reporting (e.g., schedule adherence, training completion, readiness checklists, defect trends) and provide clear updates to leaders and clients • Support change management by aligning communications, training, and knowledge transfer plans to promote adoption and a consistent client experience • Lead post-go-live stabilization activities, including hypercare support, issue triage, and transition to steady-state operations • Capture lessons learned and partner with Continuous Improvement (CI) to standardize best practices and reduce onboarding cycle time • Provide day-to-day leadership for a cross-shore team, including work allocation, coaching, and removing delivery blockers • Set clear expectations and goals; conduct regular 1:1s, performance feedback, and annual review inputs in alignment with company processes • Partner with Talent Acquisition and Resource Management on hiring, onboarding, scheduling, and capacity planning to meet client and business demands • Develop team capability through targeted training, cross-training, and documented development plans; identify succession and coverage needs • Promote a culture of accountability, inclusion, and continuous improvement; recognize strong performance and address performance concerns promptly • Ensure onboarding activities align to applicable privacy and security requirements, including HIPAA and protection of PHI/PII • Coordinate required access provisioning and role-based access controls with Technology and Operations; validate least-privilege access for tools and systems • Confirm completion of required compliance training and attestations for team members supporting client onboarding and delivery • Maintain onboarding documentation and evidence needed for audits and client requirements (e.g., process controls, training records, access approvals) • Escalate and support timely resolution of privacy or security concerns, including suspected incidents, in accordance with established reporting procedures • Partner with Sales, Training, Continuous Improvement (CI), Technology, and Operations to incorporate applicable inputs into onboarding design and optimization • Serve as a point of coordination to align cross-functional deliverables, surface risks early, and ensure a seamless handoff from sales to delivery

• Deliver engaging and informative live onboarding sessions for new hires, ensuring a positive start to their Level Access journey. • Manage and maintain our Learning Management System (Skilljar), including setup, user access, reporting, and administration of role-specific learning paths. • Collaborate cross-functionally with HR, IT, and business teams to streamline onboarding processes and resolve inquiries promptly. • Leverage AI tools, such as Microsoft 365 Copilot, to enhance efficiency in content management and learning delivery. • Create and maintain documentation in Confluence, ensuring onboarding resources are accurate and accessible. • Gather feedback from new hires and stakeholders to continuously improve programs and resources. • Support the development and implementation of scalable onboarding processes that align with organizational goals. • Ensure consistency in messaging and accessibility standards across all onboarding content and communication.

Role Description We are looking for a highly skilled GoHighLevel - Automation Specialist to lead the technical onboarding and implementation process for new agency clients. In this role, you will own the setup and execution of GoHighLevel systems including: - Pipelines - Automations - Funnels - Landing pages - Integrations - CRM workflows You will play a critical role in helping clients launch scalable lead generation systems and automated follow-up processes that support growth and operational efficiency. This is a hands-on builder role for someone who enjoys creating streamlined systems, solving technical challenges, and delivering polished client experiences. The ideal candidate is highly detail-oriented, experienced with GoHighLevel, confident communicating with clients, and capable of managing multiple builds simultaneously in a fast-paced remote environment. Key Responsibilities - Build and configure complete GoHighLevel accounts from scratch. - Create pipelines, opportunity stages, custom fields, tags, workflows, and automations. - Build SMS and email nurture sequences including speed-to-lead and missed-call text-back automations. - Set up funnels, forms, calendars, integrations, and lead routing systems. - Build mobile-responsive, conversion-focused landing pages inside GoHighLevel. - Configure tracking, thank-you pages, forms, and confirmation flows. - Ensure all automations, pipelines, and integrations are fully tested and functioning correctly. - Connect third-party tools and automation platforms such as Zapier and Make when required. - Assist with Meta ad account setup, tracking systems, Meta Pixel, and Conversions API implementation. - QA all systems before launch to ensure clean execution and accurate lead tracking. - Lead kickoff and implementation calls with clients. - Gather project requirements, set expectations, and communicate project progress clearly. - Walk clients through completed builds and support them during launch. - Document completed systems and ensure smooth handoff processes. Qualifications - Strong hands-on experience with GoHighLevel including funnels, pipelines, automations, integrations, and CRM setup. - Experience building and managing automated workflows for lead generation and client follow-up. - Familiarity with Meta Pixel, Conversions API, and lead tracking systems. - Experience connecting third-party platforms using Zapier, Make, or similar automation tools. - Client-facing experience with strong communication and presentation skills. - Excellent written and spoken English. - High attention to detail with strong QA and troubleshooting abilities. - Ability to work independently in a fast-paced remote environment. - Strong organizational and project management skills. - Reliable internet connection and professional remote workstation setup. - Experience working with B2B digital marketing agencies. - Experience supporting paid advertising campaign launches. - Familiarity with reporting dashboards and analytics tools connected to GoHighLevel. - Experience managing multiple client onboarding projects simultaneously. Benefits - 💻 Fully Remote: Work from anywhere with international teams - 🚀 Career Growth: Join companies in SaaS, MarTech, and B2B services - 🤝 Peer Community: Connect with high-performing sales professionals in our network - 🧭 Ongoing Support: Receive guidance from Huzzle before and after placement - 💰 Tailored Compensation: Salaries vary by client and candidate preference — we’ll match you with options that fit your goals