Onboarding Manager

About Clear Street:Founded in 2018, Clear Street is revolutionizing the brokerage landscape by creating a modernized financial services firm that replaces outdated infrastructure in capital markets. Our innovative, cloud-native clearing and custody system is tailored for today’s complex global market. With our proprietary prime brokerage platform, we enhance…

Join 9fin as a Client Onboarding & Implementation ManagerAt 9fin, we are revolutionizing the global debt markets with our advanced AI platform. With over $145 trillion in assets, we are committed to transforming fragmented data and manual workflows into streamlined, efficient solutions.Our platform empowers over 300 prestigious institutions worldwide, including leading banks, asset managers, and law firms. As we continue to grow rapidly, we are seeking an innovative Client Onboarding & Implementation Manager to join our Private 9fin team, where you will play a pivotal role in shaping client success.In this dynamic position, you will oversee the client onboarding process, ensuring clients quickly realize the value of our platform. You will serve as a vital link between clients and internal teams, facilitating smooth operations from onboarding to ongoing support.Your Responsibilities:Lead the onboarding process for new clients, ensuring a seamless transition from kickoff to go-live.Develop comprehensive documentation and training materials to enhance the scalability of the onboarding experience.Monitor client engagement with the platform, troubleshoot any issues, and provide hands-on support as needed.

As a Senior Onboarding Associate at Justworks, you will play a crucial role in guiding new clients through the onboarding process. You will be responsible for ensuring a seamless transition onto our platform while providing exceptional customer service. Your expertise will help clients to understand and utilize our services effectively, setting them up for success from day one.

Role overview The Onboarding Specialist at CB Insights works directly with new clients in New York, NY to ensure a smooth introduction to the CB Insights platform. This position guides clients through the onboarding process, helping them become comfortable with the platform’s features and capabilities. What you will do Guide clients step by step from their initial setup through to full adoption of the platform Respond to client questions about platform features and tools Deliver training sessions so clients can use CB Insights services effectively

About RebarAt Rebar, we are pioneering a revolutionary operating system tailored for commercial HVAC, electrical, and plumbing suppliers and subcontractors. Our innovative quoting product has achieved remarkable growth, completing thousands of quotes weekly, and doubling our revenue just six weeks into 2026. With the backing of a $14M Series A from top construction technology investors, we are embarking on an exciting growth phase and are in search of a Client Experience Leader to elevate our Client Success initiatives.You will collaborate directly with the Client Success, Product, and Sales teams to enhance the onboarding experience for both new and existing clients. We are on a mission to transform the $250 billion HVAC industry with our AI-native software, bringing modern tools to an industry that has seen little innovation. This is an exceptional opportunity to join us at the forefront of this change.The RoleWith a strong product-market fit established, we are now scaling our client onboarding processes for more complex implementations as our software and client base expand. We are seeking a Director of Implementation & Onboarding to help redefine this essential function.You will oversee the entire implementation process, ensuring that clients are operational as swiftly as possible, tailored to their specific needs. This role entails developing repeatable processes and playbooks while leading a team that delivers thoughtful and consultative implementations, adapting to each client's unique operations and driving meaningful results.Leading a team of Implementation Managers with deep mechanical engineering expertise, you will balance structure with the necessary flexibility to meet client needs. Collaborating closely with Client Success, Product, Sales, and Engineering, you will work to eliminate obstacles and scale onboarding as we grow.What You’ll DoOversee and expand the end-to-end implementation and onboarding function.Develop and implement repeatable workflows, playbooks, training programs, and systems while accommodating highly customized client implementations.Define and operationalize onboarding across areas such as organizational setup, workflow design, product configuration, and user training.Lead and nurture a team of onsite and remote Implementation Managers.Coach domain experts and translate their insights into scalable processes.Collaborate with Sales and Client Success on handoffs and implementation scoping.Work closely with Product and Engineering to identify and resolve friction points, ensuring a seamless onboarding experience.

About SkillersZone LLC:SkillersZone LLC is at the forefront of affiliate marketing and recruitment software solutions, dedicated to empowering businesses with innovative tools. Our commitment to customer satisfaction guarantees a seamless and successful experience for every client we serve.Position Overview:We are seeking a meticulous and customer-oriented Customer Onboarding Specialist to become a vital part of our expanding team. In this role, you will be instrumental in guiding our clients through the initial stages of utilizing our products, ensuring they have a positive onboarding experience and are positioned for long-term success. This position is ideal for individuals with exceptional communication skills, a proactive problem-solving approach, and a genuine passion for providing outstanding customer service.

Key Responsibilities:Embrace and exemplify the core values of IMA.Appreciate and foster diversity, equity, and inclusion within the IMA team.Provide expert and timely support to Commercial Lines Service Teams through various communication channels including AMS, email, and phone.Efficiently manage workload while adhering to deadlines and special instructions, demonstrating meticulous attention to detail.Assist Account Managers by executing tasks assigned through Epic related to client-facing deliverables in the Center of Excellence.Responsibilities include, but are not limited to: processing Auto ID Cards, handling Claim Reporting Instructions, creating and inputting Premium & Loss Summary, processing endorsements and invoices, managing Experience Mod Ordering and E-filing, preparing renewal invoices, obtaining MVRs, ordering Loss Runs, uploading files to client-facing portals, conducting policy quick checks, compiling individual loss run data, and preparing renewal applications and audits.Participate in special projects as directed.

Join Rokt, a leader in hyper-growth ecommerce. At Rokt, we redefine the ecommerce landscape by delivering real-time relevance at critical moments. Our innovative AI Brain and expansive ecommerce Network facilitate billions of transactions, connecting hundreds of millions of customers while earning the trust of leading global brands.We are a collaborative team of innovators dedicated to empowering businesses with inventive strategies that meet customer demands and drive additional revenue. Many of the world's foremost companies achieve between 10% to 50% in extra revenue — and often all their profits — through the supplementary products and services they offer. This competitive advantage opens up a realm of growth and innovation opportunities.At Rokt, we prioritize transparency in career development and compensation. We believe in a clear career progression with defined compensation structures, allowing our Rokt'stars to continually elevate standards and explore new possibilities.Position Overview: Client Success AssociateTarget total compensation ranges from $71,000 to $118,000. This includes a fixed annual salary of $63,500 to $95,000, a target commission of $2,500 to $14,000, an equity grant, and exceptional benefits.Equity grants are offered in good faith, contingent upon company policies, board approval, and individual eligibility.Role Responsibilities:Act as a trusted partner to Rokt’s clients, taking ownership of post-sale relationships with top-tier ecommerce companies. You will manage their campaigns, analyze performance metrics, and identify ways to enhance value through Rokt’s AI-driven platform. Instead of remaining on the sidelines, you will actively shape strategies, identify growth prospects, and transform data into actionable insights that have a meaningful impact on client success. If you excel in relationship-building, data-driven problem-solving, and operating at the intersection of technology and business, this role places you at the forefront of how Rokt enhances and broadens its partnerships. A comprehensive onboarding program will equip you with the necessary understanding of Rokt’s products and business operations, enabling you to deliver significant results for clients from day one.The Client Success team focuses on:Enhancing client outcomes (e.g., managing account performance, optimizing campaigns, and ensuring partners consistently achieve their goals via Rokt's AI platform)Transforming data into strategic insights (e.g., leveraging analytics to discern effective strategies, identifying new opportunities, and converting insights into practical recommendations)Aiding clients' voices internally (e.g., collaborating with product, engineering, and marketing teams to ensure client needs are integrated into strategic initiatives)

About PMG PMG is a global independent marketing services and technology firm, recognized by Ad Age as a Best Place to Work for 11 years running and named by Fast Company as a Best Workplace for Innovators since 2022. The company brings together business strategy, creative thinking, media expertise, and proprietary technology (Alli) to deliver digital solutions and media strategies. PMG’s team of over 900 professionals supports brands like Apple, Nike, Sephora, Experian, and Whole Foods in more than 85 countries. Role Overview: Senior Associate, Client Strategy This Senior Associate, Client Strategy position sits in New York, NY. The role centers on shaping media strategies that help brands grow, adapt, and connect with their audiences. The work goes beyond campaign management, blending business insight, media planning, and cross-channel collaboration to drive results. What You Will Do Partner with clients, media leads, analytics teams, and creative partners to design and execute media strategies tailored to each brand’s goals Manage daily client communications and relationships Develop strategic plans that guide media investment and campaign direction Monitor and report on campaign performance, identifying opportunities for optimization Contribute innovative ideas to improve client satisfaction and engagement Refine internal processes and support team planning initiatives Help drive projects that enhance both client outcomes and agency standards What PMG Values PMG encourages curiosity, accountability, and creativity. The team values leadership at every level and supports professional growth, aiming to create an environment where each person can make a meaningful impact. Who Thrives Here This role suits those who build strong client relationships, enjoy collaborating across disciplines, and want to help brands grow through smart, integrated media solutions.

Join AlphaSights as an Associate in Client Service, where you will play a pivotal role in connecting clients with the expertise they need to make informed decisions. In this dynamic position, you will engage with clients, understand their needs, and work collaboratively with our team to deliver tailored solutions. Your ability to analyze information and communicate effectively will be crucial in ensuring client satisfaction and fostering long-term relationships.

Join our dynamic team at Alpha Insight Inc. as a Client Service Associate. In this role, you will play a pivotal part in ensuring exceptional client experience through effective communication and problem-solving. Your responsibilities will include managing client inquiries, assisting with account management, and liaising with internal teams to provide seamless service.We are looking for proactive individuals who thrive in a fast-paced environment and are eager to contribute to client satisfaction and retention.

Overview: Axios is a dynamic media organization committed to delivering reliable and award-winning news content in an audience-centric format. We are seeking an Associate Director of Client Partnerships to join our expanding advertising team in New York, reporting directly to the Head of Strategic Partnerships! Importance of the Role: This position plays a crucial role in collaborating with both new and existing partners to drive Axios' revenue growth through effective client partnerships. In-Depth Expectations: The ideal candidate will demonstrate an entrepreneurial spirit and a strong passion for Axios' mission. This high-energy role requires a proactive mindset, superior communication abilities, effective prioritization, an understanding of partner business objectives, and a talent for crafting innovative solutions. Proven experience in lead generation is essential. What We’re Looking For: The ideal candidate should possess the following qualifications: A minimum of 5 years of experience in sales, specifically within the digital media/news sector. Established relationships with key agencies and brands. Experience in an outbound sales environment. A solid understanding of digital media, online marketing technologies, and Axios' competitive landscape. Exceptional collaboration skills, both within the team and across departments. Willingness to travel and engage in social events and networking opportunities. A growth mindset with a desire to continuously learn and enhance your skills. Comfortable balancing outbound sales strategies with nurturing inbound leads and existing client relationships.

About NabisNabis stands as the leading licensed cannabis wholesale platform globally, distributing over $1 billion worth of cannabis products each year from a multitude of brands to retailers in California, New York, and Nevada. Our vision is to empower individuals to explore cannabis by offering variety, accessibility, and innovative solutions. We are at the forefront of this industry, developing a cutting-edge, technology-driven platform designed to scale the cannabis market.Supported by renowned investors, including Y Combinator, Stanley Tang (Co-Founder of DoorDash), NFL Hall of Famer Joe Montana, Paul Buchheit (creator of Gmail), and Justin Kan (Co-Founder of Twitch), Nabis is rapidly expanding throughout the U.S. with the ambition to establish the most extensive and impactful cannabis distribution network worldwide.The RoleThis position, based in New York, will bolster Nabis’ expanding operations in the New York market, collaborating with brands and retail partners under the regulations of the New York State Office of Cannabis Management (OCM). The Client Experience Associate will serve as a vital extension of the Nabis team, ensuring alignment between the objectives of our brands and retail partners with our daily operations. The ideal candidate will be punctual, detail-oriented, empathetic, and possess excellent communication skills. They will thrive in customer service environments and operational settings.Responsibilities:Assist both internal and external Nabis Partners, including brands and retailers.Support customer experience managers with various projects.Provide general assistance to Operations Managers.Handle inbound and outbound communications via calls, emails, and chats.Maintain response metrics, call rates, and other KPIs at or above team standards.Monitor and manage communications to keep all departments informed and proactive.Collaborate with diverse internal and external stakeholders to advocate for partner needs and facilitate solutions that enhance partner success.Identify and escalate issues through the proper channels.

Start Dates Available: Immediate Start and Summer 2026 Are you eager to kickstart your career in a dynamic commercial environment? Do you want to make an immediate impact while charting a clear career trajectory? If so, our Associate Program is the perfect fit for you. About AlphaSights At AlphaSights, we unite some of the most driven individuals from around the world to collaborate with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to empower our clients by connecting them with niche experts, enhancing their decision-making capabilities and propelling progress. Founded in 2008, AlphaSights has experienced remarkable growth, employing over 1,500 professionals across nine cities globally. As a recognized market leader and one of the fastest-growing companies, we maintain a relentless pursuit of excellence, hiring only the brightest graduates to help us reach new heights. Jumpstart your career with us if: You excel in a fast-paced, results-driven environment. You possess a client-focused mindset. You thrive under pressure and enjoy meeting tight deadlines. You are determined, resilient, and ready to take initiative. A day in the life of an Associate As an Associate within the Client Service team, you will serve as the crucial link between our clients and the expert knowledge they require. Your day will involve managing multiple projects for investors, strategists, and dealmakers from top-tier organizations seeking expert insights to guide their decision-making. This role demands excellent communication skills and the ability to multitask across various workstreams. Your key responsibilities will include: Recruiting experts: Engaging with experts who are the best matches for client projects, often under pressing deadlines. Understanding project and market context: Grasping the legal and regulatory frameworks in which clients and experts operate. Owning project management: Managing all aspects of client-expert communications and ensuring smooth scheduling of meetings.

Role overview The Client Service Associate at SPS North America plays a key part in supporting client satisfaction and building strong relationships. Based in New York, this position centers on managing client inquiries and ensuring requests are handled promptly and professionally. The work directly contributes to a positive client experience and ongoing loyalty. What you will do Respond to client inquiries and service requests with attention and care Provide timely and accurate information to clients Collaborate with internal teams to resolve client issues and improve service quality Assist in efforts to strengthen and maintain client relationships

Join AlphaSights as a Summer Associate in Client Service for 2027. This is an exciting opportunity for individuals eager to develop their professional skills in a dynamic environment. As a Summer Associate, you will work closely with clients to deliver tailored insights and solutions, enhancing their strategic decisions.

Join Luminance, a trailblazer in Legal-Grade™ AI for enterprises, backed by leading venture capitalists and recognized on the Forbes AI 50 list as one of the ‘Most Promising Private AI Companies in the World’ as well as Inc. 5000’s ‘Fastest Growing Companies in America’. Luminance is revolutionizing the legal industry globally.We are looking for an enthusiastic and meticulous individual to join our growing Onboarding team. This position is perfect for someone with legal experience or education seeking to integrate their expertise into a strategic commercial role. As a customer-facing paralegal, you will use your legal knowledge to engage with clients directly, identify their needs, diagnose areas for improvement, and collaborate with Luminance’s commercial operations and administrative teams to enhance the overall client experience. Your daily responsibilities will include a variety of legal tasks, client interactions, and coordination with Luminance’s Product and Customer Success teams.This role is part of the Customer Onboarding department, focusing on assisting clients with the deployment of the Luminance product rather than working within our internal legal team.

Join Our Team at ArchArch is an innovative Series B financial technology firm dedicated to automating the management of private investments. Our platform enhances access, understanding, and the overall investing experience across various asset classes.Private investments, including venture capital, hedge funds, and private equity, constitute about 25% of the investment landscape. Traditionally, investors, advisors, and managers have relied on cumbersome spreadsheets and disorganized systems to track numerous investments, leading to inefficiencies and errors. Arch revolutionizes this process.Our platform consolidates data, documents, and insights, streamlining the information gathering process and empowering investors to make informed decisions, ultimately improving financial outcomes.As a rapidly expanding team of over 200 professionals, we serve more than 400 clients, including some of the largest banks and financial institutions in the U.S. Our company has consistently doubled in size since its inception, and we are actively hiring across all departments to support our growth.About the PositionWe are seeking a dedicated Client Implementation Specialist to oversee the onboarding process for our enterprise segment, which includes registered investment advisor (RIA) firms, independent wealth managers, and multi-family offices requiring sophisticated, scalable solutions. In this role, you will guide enterprise clients through intricate onboarding processes, assist in migrating extensive investment portfolios and data systems, and ensure their long-term success on our platform.This is a highly client-facing position that demands someone who excels in relationship building, earns trust quickly, and delivers exceptional service. You will navigate complex organizational structures with professionalism and strategic thinking while providing institutional-grade service. Additionally, we are looking for a self-starter who can work autonomously, manage multiple large-scale onboarding projects, and proactively resolve issues without constant supervision.You will also play a crucial role in providing feedback for product enhancements and improving our internal onboarding processes, balancing independent execution with teamwork and training initiatives.

Role overview The Associate, Client Services position at Third Bridge in New York is an entry-level role aimed at those beginning their careers. This job centers on building relationships with clients from various industries and providing direct support as part of the Client Services team. What you will do Respond to client inquiries and requests, ensuring clear and prompt communication Engage with clients from different backgrounds to understand their goals and challenges Provide timely and effective solutions to client questions Start date This position is set to begin in June.