Serving as the primary contact for assigned corporate clients throughout the onboarding process, maintaining a client-focused, yet firm approach.
Using established templates, tools & processes, act as the key contact between new clients and internal stakeholders to establish project milestones and timelines.
Engaging in scoping and requirements gathering, understanding customer needs and relaying them back to the onboarding technical specialist and / or software development team where appropriate.
Establishing and meeting goals, assigning and directing the work of others, and managing multiple requests with minimal direction.
Enforcing project schedules, deadlines and standards.
Leading project reviews to assess schedule, process, risks and facilitate communication and coordination.
Providing regular status reports to applicable managers, executive team, and the...