Founding Onboarding & CS Lead — Activate New Clients
Cashboard
Cashboard, based in New York City, is seeking a Founding Onboarding & CS Lead to manage client onboarding and customer success functions. This role requires 3-6 years of experience in client onboarding or customer success within a startup, excellent communication, and strong project management skills. You will ensure a smooth onboarding experience, handle complex projects, and build strong relationships with clients, typically CFOs. The environment is dynamic with opportunities for leadership as the company scales. #J-18808-Ljbffr Cashboard
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Founding Onboarding & CS Lead — Activate New Clients in New York, NY vacancy
- ...Role We're looking for a scrappy, client-obsessed, operationally sharp Founding Onboarding & CS Lead to be our first dedicated... ...-to-end experience of bringing new clients from signed contract through... ...ll ensure that customers reach activation quickly and successfully; that...SuggestedContract workWork at officeRemote work
- ...A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional... ...familiar with SQL and APIs. The role supports a hybrid work environment in New York. #J-18808-Ljbffr...Suggested
Talos
New York, NY2 days ago - A top-tier investment banking firm in New York is seeking a Client Onboarding AVP for a full-time role. The ideal candidate will have a strong background... ...clients, ensuring compliance with regulations, and leading a team. This position offers benefits including medical...SuggestedFull time
$100k - $120k
SPRX Technologies, Inc. is looking for a Client Success professional based in New York City. This role involves leading client onboarding, building relationships, and coordinating internally to enhance client satisfaction. The ideal candidate will have 3-5 years of relevant...Suggested- Upfluence in New York is looking for a Client Onboarding Specialist to enhance the onboarding experience for clients after purchase. This role ensures clients successfully utilize Upfluence’s platform for their influencer marketing campaigns, optimizing retention and engagement...Suggested
$89k - $95k
...seeking an Analyst / Associate CMS Implementation Manager based in New York. The role involves end-to-end implementation of Cash Management Services, ensuring accurate setup and smooth onboarding for clients. Candidates should have 2-5 years of experience in financial...$90k - $125k
Nuveen is seeking a Client Success Manager in New York City to enhance the client experience for their tax-advantaged products. This role involves supporting onboarding, resolving client inquiries, and collaborating with internal teams. The ideal candidate will have 2+...- Conveo.ai is seeking a Client Success Manager to be the face of the company for enterprise clients. Based in New York, you'll drive client success and autonomy on the Conveo... ...responsibilities include managing accounts from onboarding to expansion, building strong...
- Transformcap in New York is seeking a founding client success leader to manage relationships with major life sciences organizations. This role demands strategic partnership with commercial pharmaceutical teams and hands-on execution in marketing operations. The ideal candidate...
- ARCH in New York is seeking a Client Implementation Specialist responsible for leading client onboarding in the SFO and HNWI segment. The successful candidate will navigate complex client needs, build onboarding plans, and ensure clients are set up for long-term success...
$191k - $242k
FalconX is seeking a Senior Manager, Global KYC and Client Onboarding in New York City. This role involves developing and maintaining a comprehensive global KYC program while ensuring compliance with regulatory requirements. You'll manage client onboarding processes, collaborate...- Framework Ventures is seeking a Senior Client Onboarding Specialist to manage the entire client onboarding process from initial engagement through activation. This role involves collaborating closely with stakeholders across Sales, Compliance, and Technology to ensure...
$101k - $162k
Job Juncture in New York, NY seeks an experienced individual to manage the customer onboarding process from contract to graduation. This role involves driving the activation of new customers, ensuring a smooth payroll process, and working collaboratively across various...Contract work- ARCH is seeking a Client Implementation Specialist in New York City to lead onboarding for enterprise clients, including registered investment advisor firms and independent wealth management organizations. This client-facing role involves guiding clients through complex...
- Webster Bank is seeking an Onboarding Manager to enhance client onboarding processes. This role acts as the primary contact for new clients, ensuring seamless communication and aligning... ...experiences. Responsibilities include leading onboarding initiatives, coordinating...
$130k - $168k
Clearwater Analytics, Ltd is seeking a Sr. Subject Matter Expert for Implementations in New York. The role involves leading client onboarding processes and implementing trading systems for buy-side clients. Ideal candidates will have 8+ years in Financial Services, strong...$125k - $200k
...Description Job Description Location: New York City, NY (In-Person)... ...fast-growing AI company is seeking a Founding Recruiting Lead to build and own talent acquisition during... ...Personally source, screen, close, and onboard top talent - Partner with executive...Direct Line Workforce Solutions
New York, NY7 days ago- About Cardlytics Founded in 2008, Cardlytics... ...) is the industry-leading purchase intelligence... ...that help clients increase market share... ...reports to the Head of New Business. Key... ...budget landscapes, activating internal experts for... ..., accelerates onboarding, and leverages in-...Flexible hours
- PointOne in New York, New York, seeks a founding Customer Success Lead to design and scale its customer success strategy. You'll be creating systems and playbooks while managing the customer lifecycle from onboarding to long-term engagement. The role requires excellent...
$105k - $130k
...technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff... ...execution for new clients, coordinating activities from kickoff through go‑live and handoff... ...a technical or quantitative field (CS, Engineering, Finance, or related)...Work at officeLocal areaShift workLGBT Great
New York, NY4 days ago- ...customers include the world's leading Allocators, Asset... ...team and will own the client support operation and ensure... ...to hiring and onboarding as needed. About You You... ...is highly beneficial. Actively leverage approved AI tools... ...Home office budget and new-hire equipment package....Work at officeWork from homeHome officeFlexible hours
- Novata is seeking an Onboarding Team Lead based in New York. In this hybrid role, you will be the primary expert on carbon onboarding, managing client relationships and leading the Customer Success team in effectively using carbon solutions. This position requires strong...
- ...A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong communication skills to onboard clients while ensuring compliance with KYC and AML regulations. The successful candidate will manage...Full time
Social Capital Resources
New York, NY3 days ago $31.61 - $43.46 per hour
Overview Title: Client Lead Injury Prevention/Ergo Status: Full-time... ...Monday - Friday Days Location: New York state The Client Lead... ...leadership responsibilities, the Lead actively performs the core duties of... .... Team Oversight Oversee onboarding, ensuring checklists are...Full timeReliefWork at officeMonday to Friday- A tech company in New York is seeking a full-time individual for a high-impact role focused on customer activation. This position involves managing the customer experience from initial setup to delivering value. Ideal candidates should be adept at building scalable systems...Full time
$125k - $150k
Client Success is the front line of VTS’s retention... ..., the world’s leading CRE giants scale... ...opportunity is located in New York, NY, and... ...impact, AI-augmented CS team that’s... ...far beyond simple onboarding; you will serve as... ..., VTS Market , VTS Activate , and VTS Data , every...Work at officeWorldwideFlexible hours- Ncontracts is seeking a TPRM Implementation Specialist responsible for managing client onboarding and ensuring successful product adoption. The role demands strong influencing skills and the ability to work both independently and collaboratively. Ideal candidates will have...Work at office
- A leading tech company based in New York is looking for a professional to manage customer activation processes. This full-time role requires experience in building scalable systems and operating in fast-paced environments. You will work cross-functionally to implement...Full time
- ...we’re a purpose‑driven, client‑focused team committed... ...for community impact. We lead the industry in... ...talk. We are expanding to new markets and looking for... ...personal and professional activities Highly motivated with... ...Brighton Jones is a team founded on equity and respect,...Full timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours
$130k - $155k
...Primary Venture Partners, co-founded by a Midas-list investor, and... ...About the Role The Network & Client Services team is the engine of... ...expansions, upgraded access tiers, and new use cases Articulate patterns... ...— own your talent Interview, onboard, and upskill your team of...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Founding Onboarding & CS Lead — Activate New Clients. Be the first to apply!
