- Own the requirements for each onboarding in your portfolio, defining and tracking completion status for every open item.
- Coordinate across internal teams to ensure timely delivery of all implementation components.
- Request, arrange, validate, and prepare onboarding files to ensure accurate delivery.
- Track status across multiple concurrent onboardings to identify and surface risks early.
- Liaise between department stakeholders to maintain project alignment.
- Support customer-facing communications and gradually transition into direct account management.
- Analyze onboarding processes to identify friction and suggest operational improvements.
Project CoordinationCRMData analytics+2 more