• Accountable for executing new account support as a result of a Kelly account implementation, program and task into the team
• Lead the design and process improvements
• Work with the director on the new support intake process, take the lead on new projects or tasks to see through to execution
• Lead all aspects of consulting with the business and external customer as an operational domain specialist
• Responsible for meeting SLAs and other deadlines by contracts and business leaders
• Manage the pricing structure, and overall operations for assigned accounts (GTS Staffing), and schedule reviews/evaluations
• Liaise with the Business Heads, stakeholders/relationship manager/ trading client manager to obtain a business case or strategic rationale for the request. 
• Review and assist in the submission of requests to ensure business case consistency, reasonableness and alignment with strategic and business priorities.
• Assist in the strategic initiatives for both Onboarding and Business Head Support on role, process and system to improve scalability and efficiency
• Review and comply with Firm Policies and Standing Orders

Skills: Project Management, Process Improvement, Stakeholder Management, Compliance and SLA Management, Operations Management, Strategic Planning, Policy and Compliance Adherence, Consulting and Domain Expertise

• Proactively coordinate the onboarding of key CNB/RBC target clients with a focus on a positive client experience
• Manage client on-boarding projects across the regional functional teams to ensure a smooth and efficient experience for the client
• Triage and liaise with Sales to understand client's needs and assist in gathering the information and workflow required to facilitate the appropriate approvals for trading
• Report client onboarding progress to business stakeholders, providing transparency and improved client service
• Be responsible for other onboarding, trading docs or legal/regulatory-related tasks and projects as directed by the reporting manager
• Proactively identify issues in business flow 
• Escalate operational risk loss events, control deficiencies and risks that are identified to the line manager and the relevant risk and control functions promptly
• Ensure that all requests for Business Head Support are presented consistently, that a business case or strategic rationale accompanies them and that they have the appropriate Return information

Skills: Client Onboarding Management, Project Management, Communication and Liaison, Stakeholder Reporting, Regulatory Compliance and Risk Management, Strategic Thinking, Business Case Development, Return on Investment Analysis

• Ensures newly signed Agency Owners follow the defined onboarding process, Introduces Agency Owners to various processes, procedures and vendors to use through the process to ensure on-time store opening
• Manages ongoing workload effectively and efficiently, using strong organizational skills, and develops calendars and checklists for certain ongoing work
• Regularly checks email and other systems through which work is requested
• Proactively makes outbound calls or sends emails with the purpose of clarifying information or gathering correct information
• Research to complete work fulfills requesters’ needs and ensures satisfaction
• Cultivates positive interpersonal relationships with all Agency Owners
• Proactively identifies process improvements that make the department more efficient and effective
• Documents activities and follow up in appropriate systems regularly and accurately
• Documents processes followed to ensure tasks can be replicated accurately
• Maintains process and procedure manual for the area, listens to and incorporates feedback
• Works as part of a team, ensuring work done is complementary and not duplicative or conflicting

Skills: Onboarding Expertise, Organizational Skills, Effective Communication, Research and Problem-Solving, Interpersonal Skills, Process Improvement, Documentation and Accuracy, Team Collaboration

• Monitor and resolve assigned SalesForce cases in their queue
• Manage all projects and assignments as given to them by their supervisor.
• Responsible for providing first-contact resolution, advocacy, and issue resolution with internal and external stakeholders/customers.
• Acts as a project lead and works with all departments directly related to onboarding new customers, reactivating former customers, and adding locations to existing customers.
• New account set-up, child site additions, mergers and acquisitions, location changes, etc.
• Conduct intake calls for all new onboardings
• Determine necessary paperwork requirements and create customer packets (The Onboarding Packet) based on customers’ onboarding needs.
• Monitors and tracks the onboarding process from start to finish to ensure a successful and timely completion.
• Ensure the proper licensing, documentation, and identifiers are confirmed.
• Keep sales executive/business development informed throughout the onboarding process
• Facilitate and drive the proper GPO set-up and documentation.
• Create and maintain a tracking document to conduct weekly meetings for project status updates. 
• Monitors assigned SalesForce Queues and participates as an active member of the team.
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Skills: Salesforce Case Management, Project Management, Customer Service and Stakeholder Management, Onboarding Expertise, Process Improvement, Tracking and Monitoring, Documentation and Compliance, Team Collaboration

• Partner with the business and onboarding stakeholders to ensure account onboarding prioritization
• Ensuring service excellence across opening and maintenance of Financial Market accounts for Global Banking, Americas
• Determine and instruct which transaction processing systems will be required, along with account hierarchy requirements
• Record and document information appropriately and accurately in the Client's internal repository system
• Static Data Maintenance and boarding of existing clients
• Follow processes by which the Client's regulatory requirements can be met in the most efficient and client-friendly manner while retaining highly organized supporting documentation
• Deliver seamless process for clients and their transactions by collaborating with business and support functions
• Innovate and create a cycle of continuous improvement of the control environment, policies and procedures via change programs
• Delivering a commercial-focused mindset to support business aspirations and superior client experience

Skills: Client Onboarding and Relationship Management, Regulatory Compliance and Documentation, Transaction Processing Systems Expertise, Static Data Maintenance, Process Improvement and Innovation, Service Excellence and Client Satisfaction, Commercial Acumen, Documentation and Repository Management

• Previous experience in customer or technical support, particularly related to drop ship operations and/or EDI systems and documents
• Great interpersonal and communication skills
• An entrepreneurial work style, you’re a self-starter
• Comfort in a fast-paced and dynamic environment
• Excellent organization skills
• Enjoys collaborating with others, partnering with all departments
• Strong analytical, problem-solving, and troubleshooting skills
• Passion for technology and Logicbroker
• Ability to analyze, problem-solve, synthesize information and apply it to business solutions
• Able to set priorities, influence others, and manage customer and partner expectations

Qualifications: BA in Business Administration with 3 years of Experience

• Excellent verbal and written communication skills.
• Experience in Customer Success, Account Management or Technical Pre-sales Engineering/Enablement.
• Experience managing multiple, concurrent projects and client relationships, while ensuring complete customer satisfaction and meeting project deadlines.
• Experience working with CRM software (e.g. Salesforce).
• Ability to identify, critique, suggest, and implement intelligent changes to the clients' business optimization processes.
• Strong problem-resolution skills with a proven ability to engage and interact with internal teams to resolve client issues.
• Prior experience working in the Catholic market space or working with Catholic customers in the faith sector.
• Familiarity with the Catholic Church
• Deep understanding of Catholic organizational functions, hierarchy, governance, etc.
• Understanding of SaaS industry culture, products, and services.
• Experience implementing technical products, platforms and applications.
• Bilingual Spanish skills

Qualifications: BA in Communication with 5 years of Experience

• Customer service working experience
• Excellent written and spoken English
• Microsoft Suite (Excel, Word, PowerPoint, Outlook, MS Project, and Visio) experience
• Self-starter, initiator, strong organizational, presentation, interpersonal and consultative skills
• Ensure customer satisfaction through follow-up, client responsiveness, and thorough communication.
• Responsible for managing client expectations.
• Ability to manage multiple clients and projects/tasks simultaneously.
• Ability to work in an entrepreneurial environment in a team and individually.
• Strong focus on a team environment.
• Ability to connect with all types of people, from Executive-level leaders to new hires.

Qualifications: BA in Marketing with 4 years of Experience

• Experience in client service, finance, or project management with an interest in financial services
• Solid PC skills – the ability to use Microsoft Word and Excel. 
• Knowledge of Outlook, Salesforce, XML, SQL and Unix 
• Tremendous interpersonal and communication skills
• Excellent teamwork and collaboration skills
• Solid customer service skills including excellent business judgment skills
• Sound ability to multi-task in a fast-paced, time-sensitive environment
• Analytical skills to review data, apply logic and reason, and draw appropriate conclusions about findings
• Have a great attitude and willingness to learn
• High attention to detail
• Operate with integrity and a client-centric mindset
• 
  

Qualifications: BA in Finance with 2 years of Experience

• Experience working with data
• Excel-savvy, Mac-proficient and technically adaptable
• Strong attention to detail and a focus on delivering high-quality work
• Must be able to absorb complex procedures quickly
• A comfort with repetitive tasks and an eye for detail in a high-volume environment
• Must be a self-starter, self-learner, and have unparalleled resourcefulness.
• Love and understanding of technology, whether it be hardware, software, or other emerging technologies.
• Be comfortable with consistent change, and be an organizational phenom, a collaborator
• Be someone who loves swimming in solutions versus problems
• Be someone who believes in Braintree’s Values of Ask Why, Care, A Lot, and Solve Together.

Qualifications: BA in Psychology with 4 years of Experience