Senior Onboarding Manager

Scope

Continue your project management career in a fun and fast-paced global work environment where you will manage the end-to-end client experience during the Onboarding phase of the client engagement. The Senior Manager, Onboarding is a vital team member and individual contributor in the Global Onboarding department that is focused on the successful management of multi-country legal entity, tax registration, and payroll/accounting/compliance setups with a focus on large-scale acquisitions.

Key Responsibilities

• Plan, manage and oversee the end-to-end onboarding process, ensuring timely and efficient client activation.
• Act as the primary Onboarding contact for new clients, working with the commercial and service delivery teams to ensure a seamless transition into Vistra.
• Collaborate with internal teams (commercial, Compliance, Service Delivery) to agree plans and ensure all onboarding requirements are achieved in a timely manner.
• Builds and fosters strong relationships with clients throughout the onboarding phase of engagement.
• Educates clients regarding the onboarding process.
• Effectively communicates expectations and deadlines to clients by acting as liaison between clients and interdepartmental teams.
• Identifies resources needed and assigns individual tasks.
• Manages day-to-day operational aspects of a project and scope.
• Ensures project documents are complete, current, and stored appropriately.
• Master of managing multiple projects at one time.
• Plans, directs, and coordinates activities to ensure project goals are accomplished within defined scope and on time.
• Creates and executes project work plans and revises as appropriate to meet changing needs and requirements.
• Schedules project deliverables, milestones and required tasks in alignment with major stakeholders.
• Able to manage risk and work with leadership to provide options and recommendations.
• Creates tracking dashboards to manage the process flow of legal document drafting through execution.
• Identify, assess, and mitigate risks associated with the onboarding process for individual clients, and across the process as a whole.
• Maintain data to support management oversight (local, regional and global) of process effectiveness and enable processing risks to be identified and managed quickly.
• Leverage technology, automation, and data analytics to improve client lifecycle management and reduce manual effort.
• Collaborate with global and regional teams to ensure alignment of onboarding processes with organizational goals.
• Support business development efforts by providing onboarding expertise in client pitches and proposals.
• Identify opportunities for cross-selling and upselling additional Vistra services during the onboarding process.
• Support with uploading and maintaining opportunities on V Force.

Attributes And Technical Skills

• Hands-on experience with developing and reporting on metrics for operational efforts.
• Demonstrates strong organizational and communication skills; adaptability and flexibility in a fast-paced environment are essential.
• Strong presentation skills; ability to present and discuss strategies and technical information in a manner that establishes rapport, persuades others and gains understanding.
• High attention to detail required.
• Excellent analytical, conceptual and problem solving skills.

Relevant Experience

• 7-10 years relevant experience working for multi-national firms in finance, accounting, banking, client management, customer success and/or project management role (international, a plus).
• 3-5+ years relevant experience working for multi-national firm in client-facing role as Project or Program Manager running cross-functional large scale projects.
• Basic knowledge of AML/KYC regulatory requirements, and industry standards a plus.
• Experience implementing technology solutions, a plus.

Education And Professional Qualifications

• Bachelor’s degree
• Advanced degree in business, finance or accounting preferred, (MBA or CPA a plus)
• Command of MS Office Suite and demonstrated expertise with MS Excel and other project planning tools (MS Project, Monday.com)
• PMP certification or training, a plus