Previous Job
Onboarding / Project Support Consultant
Ref No.: 18-04104
Location: Tampa, Florida
Start Date / End Date: 06/18/2018 to 12/21/2018

The Integration Consultant will be responsible for managing the Client onboarding process across the  Business from beginning through to the end with a focus on providing an excellent Client Experience. The Integration Consultant will be required to work collaboratively across the Client organization to ensure a successful and efficient Client onboarding. This position requires strong skills and experience in collaboration, organization, communication and overall project management.

Principal Responsibilities:

• Act as the primary point of contact for Client onboarding, account maintenance and offboarding across the Business with a focus on the Client Experience
• Engage on all presales activities to help facilitate conversations for onboardings
• Manage all aspects of the Client onboarding lifecycle across all Client stages
o Hold project kickoff meetings to align on expectations, timelines and overall deliverables
o Manage the membership application process, support Legal and oversee all setups across PSE and Production.
o Drive client engagement/activities, answer questions on MAP process or coordinate with the necessary people/groups to facilitate client conversations (ex. Legal, product)
o Provide recommendations to clients additional services if needed, such as MRO reporting.
o Provide test scripts and manage the client User Acceptance process
o Lead regular project status meetings with clients to provide project status updates.
o Manage client go live by partnering with all internal parties to ensure readiness and successful transition to production
o Manage client transition to production rollout as well as the handover to Production Support teams.
o Proactively monitor Client for 2 weeks after go live
• Accountable for the success of the entire Client lifecycle and the resolution of all issues that arise during the project.
• Successfully engage in multiple client projects simultaneously.
• Build and maintain strong relationships across all groups involved with the Client Onboarding process
• Identify and implement opportunities for efficiencies by working across the Global Solutions Delivery teams and overallClient Organization.
• Develop and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc)
• Act as the voice of Client when possible to provide feedback and potentially recommendations to Product Management
• Enhance the Client Experience by providing recommendations to management
• Support all Business Lines within Client Core
• Assist with BPM workflow buildout and provide recommendation
• Additional project work required by Management when necessary

Can you picture yourself working for one of America's Ideal Employers? Our client is at the center of the world’s financial markets and is well known for innovation and openness.  They encourage diverse opinions and have a focus on teamwork and providing top value to their clients. They give their employees freedom to get the job done and their employees have an excellent work/life balance.