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Senior Onboarding Manager
It’s never been a more exciting time to join Vistra.
At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.
But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that.
We have an exciting opportunity for you to join our team as Senior Onboarding Manager. Reporting to the Executive Director Global Onboarding, this full-time, permanent position is a remote role based in the US and offers local coverage, allowing you to make a significant impact on our Americas business and its growth.
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. The role is based in US – Remote and reports to the Executive Director, Global Onboarding.
Whether a new client has an existing operation overseas that was previously supported by another provider, or they are newly launching an overseas operation, the beginning of any engagement will initially involve the services of the Onboarding team. This role ensures a seamless and compliant client experience while working closely with internal stakeholders and clients. The ideal candidate will drive efficiency, risk mitigation, and process enhancements to optimize the client journey.
The client’s onboarding experience begins immediately upon execution of Client contract. Onboarding ensures a smooth client acceptance process including collation of required Know Your Customer (KYC) documentation. Upon KYC clearance, Onboarding project manages the following international expansion services:
- Government registrations including entity establishment and post establishment
- Technology application setup for payroll, accounting, and compliance services Bank account setup
Onboarding will ensure that a smooth and timely client onboarding takes place and that the client’s initial experience with Vistra is first class. The Senior Manager, Onboarding will manage internal Onboarding resources on engagements to ensure that clear expectations on timelines are set with clients. The individual with utilize project planning tools to track project steps and dependencies. The Senior Manager, Onboarding will communicate changes in scope to impacted Vistra parties. The teams will agree on the delivery process with Vistra and the client, so that all are working in synch to meet expectations and deadlines
Key Responsibilities
Client Onboarding and Due Diligence:
- 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.
Client Management
- Builds and fosters strong relationships with clients throughout onboarding phase of engagement.
- Educates clients regarding 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.
Project Management
- 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.
- Identifies and 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.
Process Governance & Optimization
- 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
Supporting Business Development and Growth
- 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
If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!
