As a member of the Onboarding Team, the Onboarding Analyst is responsible for onboarding efforts to successfully transition new clients to Inmar services. This position will be assigned multiple client onboarding projects concurrently, with emphasis on building client confidence on the product at hand, building a trusting relationship with the client, and effectively communicating to all involved parties during each client transition, in a timely manner. This position requires strong organizational skills, solid verbal and written communication skills as well as efficient time management. Client feedback captured with each onboarding experience will be a key factor contributing to the success of the incumbent.

Operational/Analytical (80%)

Responsible for performing onboarding activities for new clients

Act as primary contact between the client and internal partners during the onboarding process

Work to understand the client’s needs and expectations and share those across the team to ensure a positive client experience

Escalate any issues or risks to management in order to build plan of resolution 

Apply knowledge of project management processes and tools when working with a cross functional team

Proactively manage all phases and activities required for initiating, planning, administering, monitoring, reporting and closing

Ensure effective and successful delivery of project objectives

Identify and participate in lessons learned and process improvement opportunities

Continually update client and internal partners of the project status, impediments, and deadlines

Technical (20%)

Document new business requirements as they arise

Track project progression and document any issues or successes using the provided systems 

Collaborate with the Product team on new business requirements and enhancements

Assist with user testing for accuracy of required custom reports and files - QA/UAT

Analyze new client data for integration into Inmar’s systems

Required Qualifications:

Associate Degree

Bachelor’s Degree Preferred

3-5 years of client services experience, preferably in CPG or Retail environment, with a minimum of 1-2 years of experience managing onboarding; or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the major responsibilities/essential functions of the position

Proficient with Google Suite and Microsoft Office Suite

Strong Project Management skills

Proven ability to do software testing (QA and UAT)

Demonstrate a strong understanding of Fintech / financial products, services and tools

We are an Equal Opportunity Employer, including disability/vets.