• Deliver a world-class onboarding experience for Strategic Partners and their clients, building confidence and trust from day one • Lead client implementation kick-off meetings and drive projects through to successful completion • Manage multiple onboarding projects simultaneously while maintaining exceptional attention to detail and stakeholder alignment • Facilitate discovery and information-gathering sessions to understand client requirements and operational needs • Configure TransferMate solutions to support client-specific workflows and business objectives • Act as the central point of ownership across implementations—managing communication, timelines, risk mitigation, issue resolution, and stakeholder expectations • Collaborate cross-functionally with Sales, Operations, Product, and technical teams to deliver seamless client launches • Support partners and clients post go-live, ensuring ongoing success and a strong customer experience throughout the onboarding journey • Identify opportunities to improve onboarding processes, enhance efficiency, and elevate the client experience at scale

• Manage onboarding requests received from Talent Acquisition and initiate all required workflows through the internal IT partner portal. • Coordinate end-to-end setup of employee technology access, including email creation, software provisioning, system access, and EID or laptop allocation. • Review and approve quotations for Microsoft 365 licenses and approved technical tools in alignment with business requirements and budgets. • Procure or coordinate rental of laptops and accessories, including imaging, configuration, quality checks, and delivery logistics. • Maintain and update employee records within BambooHR, including IT asset assignments, email addresses, and EID information. • Distribute IT policies, onboarding documentation, and client-specific forms through Signing Hub and track completion acknowledgements. • Maintain accurate contact directories, distribution lists, and mailing groups for associates and new hires. • Initiate and manage offboarding processes, ensuring access removal and asset recovery in line with company policies. • Coordinate return of IT equipment through FedEx or client-specific logistics processes. • Update EID records, license allocations, and asset management trackers to reflect onboarding and offboarding changes accurately. • Verify and document returned equipment while maintaining accurate reconciliation records for company assets. • Conduct annual IT asset audits and maintain accurate technology inventory and allocation records. • Monitor and manage service tickets raised with internal IT partners and escalate unresolved issues where necessary. • Ensure compliance with internal asset management procedures and collaborate with Finance on invoice validation, insurance tracking, and audit requirements. • Manage the full lifecycle of background screening processes in accordance with client and regional requirements. • Coordinate candidate communication for document collection, fingerprinting, and verification appointments where required. • Monitor progress of background checks and provide timely updates to stakeholders while escalating delays or issues appropriately. • Conduct live identity and address verifications in accordance with client or regulatory requirements. • Compile, review, and submit audit-ready background screening reports and supporting documentation. • Archive completed background checks securely and communicate outcomes to internal stakeholders. • Receive and process candidate reference details in accordance with hiring procedures. • Contact referees via telephone or email to obtain structured feedback regarding candidate suitability and performance. • Compile, validate, and securely store reference check outcomes in compliance with data protection standards. • Share completed reference reports with relevant stakeholders to support onboarding and hiring decisions.

• Fazer o levantamento de requisitos junto aos clientes da região LATAM • Alinhar com os clientes a fim de esclarecer etapas da implantação • Efetuar mapeamento e entendimento das necessidades do cliente • Buscar conhecer os padrões de implantação das soluções, entendendo as regras de negócio • Apoiar tecnicamente o cliente durante a implantação e reportar ao status das suas atividades • Executar configurações e parametrizações no sistema seguindo o processo de implantação • Acompanhar a implantação dos produtos junto ao cliente, esclarecendo suas dúvidas na integração • Realizar treinamentos a público interno e clientes de forma remota e/ou presencial • Engajar os usuários no uso da solução • Elaborar documentações, cronogramas, apresentações de kick-off e planos de ações

• Guide the build out and design of award-winning websites for luxury real estate agents • Bond and build relationships with clients, understanding their business and brand • Translate client vision into actionable steps for internal teams • Serve as brand ambassador and project manager during the onboarding process • Master product, processes, and tools to deliver an exceptional website experience