Cadex Solutions Corporation is a holding company formed by Trivest Partners LP to build the premier provider of commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 800 employees serving over 1,000 clients across all industries from locations including the United States, Colombia, Brazil, Romania, Italy, India, Singapore, and South Africa. Since 2019, Cadex has been putting together a strong portfolio of ARM companies, including: A.G. Adjustments, formed in 1974 and headquartered in Melville, NY D&S Global Solutions, formed in 1997 and fully remote ABC-Amega, formed in 1929 and headquartered in Buffalo, NY TranSubro, formed in 2012 and headquartered in Oceanside, NY DAL, formed in 1974 and headquartered in Clifton Heights, PA RCC, formed in 1970 and headquartered in Maple Grove, MN IRG, formed in 1997 and headquartered in Marlborough, MA
Senior Client Onboarding Specialist
Location
United States
Posted
7 days ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Senior Client Onboarding Specialist
CADEX
Role Description The Senior Client Onboarding Specialist, Client Onboarding is responsible for leading the successful delivery of complex client onboarding initiatives while serving as a subject matter expert within the onboarding function. This role operates as a senior individual contributor with expanded ownership across complex implementations, process improvement, and internal leadership. Primary Job Duties - Client Onboarding Execution - Lead onboarding for complex, high-priority, or non-standard client implementations, including multi-entity or custom configuration projects. - Own project strategy in addition to execution (e.g., defining approach, sequencing, and dependencies). - Anticipate and proactively resolve cross-functional risks, gaps, and ambiguity. - Serve as escalation point for project-level challenges before Manager/VP involvement. - Ensure alignment to One Cadex implementation standards, identifying deviations and driving resolution. - Client Relationship Management - Act as a trusted advisor to client stakeholders, particularly for complex implementations. - Lead difficult client conversations, including scope clarification, delays, and issue resolution. - Drive expectation management at a more strategic level, not just status updates. - Identify opportunities to enhance client value and onboarding experience. - Process Ownership & Continuous Improvement - Identify systemic issues across onboarding projects and propose scalable solutions. - Lead or contribute to development of onboarding playbooks, templates, and best practices. - Drive consistency in onboarding execution across project types (1P, 3P, BPO, complex). - Partner with leadership to refine KPIs, reporting structures, and operational workflows. - Support automation and optimization initiatives. - Cross-Functional Leadership - Act as a functional lead across Sales, IT, Product, and Operations for assigned projects. - Influence decision-making without direct authority to remove blockers and drive outcomes. - Translate business requirements into actionable onboarding plans for internal teams. - Support alignment across stakeholders when requirements or ownership are unclear. - Team Support & Mentorship - Provide guidance and informal coaching to onboarding specialists. - Review onboarding plans, deliverables, and client communication for quality assurance. - Share best practices and lessons learned across the team. - Support onboarding and training of new team members. Secondary Job Duties - Continuously seek opportunities for process improvement and propose ideas. - Foster effective communication and collaboration between countries and cultures within all regions. - Assist in operations project work as required. - Act as backup to other members of the operations organization. - Maintain a high level of professionalism and confidentiality with all information entrusted with. Supervisory Responsibility This position assists with some supervisory responsibilities. Work Hours It is essential that this position adhere to the assigned work schedule. This is a full-time position and may vary based on the individual’s time zone, subject to change with advanced notice. Travel This position is expected to travel 3-5 times per year, to various corporate offices or meetings, conferences, etc. Work Environment This job operates either in an office setting or a remote work environment. This role may routinely use standard office equipment such as computers, headsets, telephones, webcams, photocopiers/printers, and related. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear and work with others through verbal and written contact. Qualifications - Advanced Client Relationship Management - Strategic Problem Solving & Risk Mitigation - Cross-Functional Leadership & Influence - Process Improvement & Operational Excellence - Project Ownership & Execution - Mentorship & Knowledge Sharing - Executive Communication & Presence Requirements - Bachelor’s degree in Business, Operations, Communications, or related field. - 6–9 years of client onboarding, implementation, or project management experience. - Demonstrated experience managing complex, multi-layered client implementations. - Advanced project management, problem-solving, and stakeholder management skills. - Strong ability to influence cross-functional teams and drive alignment. - Fluency in the English language. Additional Eligibility Requirements/Responsibilities/Qualifications - None required for this position.
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Role Description Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables, configuring system resources, and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects. - Plan and execute onboarding process: - Gather necessary data from client - Create project timeline for implementation - Build database in Central - Establish banking relationship and open accounts as needed - Establish payment processing method agreements both AP and AR - Communication with owners - Creating Users to access CENTRAL and banking - Communicating with adjacent Teams that will run the day to day after turnover from Onboarding - Implement technical systems and solutions in support of organizational objectives. - Monitor past rollout projects and create reports detailing insights and potential improvements for future initiatives. - Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process. - Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan. - Interact with clients and stakeholders, as well as serve as a first line of escalation. - Create process improvements and ensure they are being adhered to. Qualifications - 3-5 years of experience in SaaS Implementations. - Bachelor’s degree in a related field is a plus but not required. - Project management, accounting knowledge and/or data migration experience is a plus. Requirements - The pay range is inclusive of base salary plus any applicable bonuses or commissions. - Total compensation pay range (annual salary): $60,000 — $71,000 USD.
Client Onboarding Specialist
CSCCSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
Role: Client Onboarding Specialist Location: Bangalore, India Work Model: Hybrid Reporting To: SPV Management Onboarding Manager (based in Luxembourg) Position Overview: The Client Onboarding Specialist supports the onboarding of new clients by ensuring proper customer due diligence (CDD), maintaining accurate client data, and following internal procedures and regulatory requirements. The role also includes supporting and guiding associates to improve service delivery. This role requires: - Proactive and professional management of client queries and outreach - Close coordination with onshore colleagues - Consistent adherence to client onboarding and compliance policies and procedures - Coaching, mentoring, and guiding team members Some of the things you’ll be doing: - Manage client onboarding activities in line with SOPs, compliance rules, and internal policies - Handle client queries professionally and in a timely manner - Coordinate closely with onshore colleagues and internal business teams - Support high-volume onboarding projects and oversee ongoing onboarding activities - Facilitate communication with clients, sales teams, and internal stakeholders - Escalate and manage complex customer communications when needed - Contribute to process improvements and share updates with the team - Conduct CDD/KYC reviews, risk classification, and portfolio reviews - Track missing requirements and monitor action points to closure - Support or assist with ad-hoc projects as required What Technical Skills, Experience, and Qualifications Do You Need? - At least 2 years of experience or exposure in Compliance or Client Due Diligence within industry or professional practice - Strong ability to manage multiple high-priority tasks simultaneously - Excellent written and verbal communication skills - Demonstrated ability to lead and influence peers effectively - Strong organizational and time management skills - Analytical mindset with solid problem-solving capabilities - Team-oriented approach, with an understanding of shared success - Ability to perform well in a high-volume, deadline-driven environment - Understanding of corporate governance, local regulatory requirements, AML rules, and best practices - Familiarity with KYC due diligence and corporate regulatory obligations at both local and global levels - Qualified or partly qualified Company Secretary, or degree in Law, Commerce, Administration, or a related field - Able to work independently and collaboratively in a proactive, adaptable, and detail-focused manner - Fluent spoken English with the ability to communicate clearly and coherently About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.
• Assists with the coordination of hiring activities, including background checks, onboarding documentation, and ensuring accurate data entry of candidate records. • Prepares and organizes process and materials to ensure a smooth hiring process and candidate experience. • Supports the People & Culture (P&C) Technology team with administrative tasks and communication. • Maintains accuracy of team member data. • Facilitates the pre-boarding process by ensuring the internal and external hiring processes are completed accurately and on time, creating a positive and welcoming experience for candidates, while ensuring alignment with company goals and strategies. • Administers candidate tracking systems and hiring workflows, maintaining accurate data and up-to-date records. • Monitors and reviews candidate statuses in SuccessFactors and other systems, addressing flagged issues in a timely manner and in collaboration with other departments and teams to avoid delays and uphold a positive candidate experience. • Troubleshoots data issues and maintain system accuracy to support the onboarding process and People & Culture (P&C) Technology initiatives. • Collaborates with internal teams to address system updates, share feedback, and continuously improve onboarding processes while maintaining confidentiality. • Communicates with hiring managers and candidates throughout the hiring process to provide updates and address any questions or concerns. • Monitors onboarding metrics, identifying areas for improvement and implementing necessary changes to enhance efficiency and effectiveness. • Performs additional duties, such as system maintenance, auditing, and data entry, as needed to support the P&C Technology team’s goals and strategies. • Performs other duties as assigned. • Complies with all policies and standards
Client Onboarding Consultant I, Healthcare Revenue Cycle
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• Support onboarding projects beyond primary project focus area. • Contribute to special projects as assigned. • Identify operational inefficiencies and scalable improvements using automation or AI solutions, and collaborate with leadership on recommendations. • Be the subject matter expert on specific onboarding tasks or projects, providing guidance and knowledge-sharing with team members as requested by leadership. • Independently manage end-to-end client implementation projects while sustaining a high level of performance and accountability. • Provide support across onboarding project focus areas.



