Job Description
Job Overview:
Inmar’s dedicated Center of Excellence (COE) approach to onboarding new clients delivers a best-in-class experience focused on providing timely and seamless implementations that map how our industry-leading suite of services can best fit our clients’ current needs, as well as educating them on additional options to support them now and in their future growth.
As a member of the Onboarding COE, the Onboarding Analyst is responsible for onboarding efforts to successfully transition new clients to Inmar services. The incumbent will be assigned multiple client onboarding projects concurrently, with emphasis on meeting deadlines and effectively communicating to all involved parties during each client transition. 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.
This is a hybrid role located out of the corporate headquarters in Winston Salem, NC
Primary Accountabilities:
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 issues, risks and impediments to management for swift 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
Collaborate with the Technology team on new business requirements and enhancements
Assist with user testing for accuracy of required custom reports and files - QA/UAT
Analyze 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
Individual Competencies:
Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
Establish Focus: The ability to develop and communicate goals in support of the business; mission.
Collaboration: Works collaboratively with others to achieve group goals and objectives.
Effective Execution: Translates broad conceptual understanding of the company’s strategy into a tactical plan of how it will happen including who will take on which tasks in what sequence, how long those tasks will take, how much the tasks cost, and how each task affects subsequent activities.
Problem Solving: Gathers and analyzes information to generate and evaluate potential solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
Analytical & Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
While performing the duties of this job, the associate is:
Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.
Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
Safety:
Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
As an Inmar Associate, you:
Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information to achieve results.
Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcome.
#LI-BA1
We are an Equal Opportunity Employer, including disability/vets.
This position is not eligible for student visa sponsorship, including F-1 OPT or CPT. Candidates must have authorization to work in the U.S. without the need for employer sponsorship now or in the future.
