Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding and Implementation Associate

Scribe

Who We Are SUBSCRIBE is an enterprise software solution providing electronic subscription document technology and an order management system for alternative product transactions. Our technology allows allocators, sponsors, and service providers to digitize the entire onboarding, investment, and reporting process for alternative investments. Through our openarchitecture platform, all stakeholders are easily connected to a central venue allowing for collaboration that reduces errors, saving time and money. Our mission is to give our clients control and reduce friction for a very painful investment process through the use of our platform. The Role SUBSCRIBE is a small but growing team - as a new member you will have the opportunity to have direct influence on the decision making and execution of large pieces of the product. In addition, you will help set standards and develop best practices as our application and team grow. Your daily responsibilities may include: Requirements Drive entire successful end-to-end integrations for new and existing clients including allocators and Fund Sponsors as well as third party data integrations with Fund Administrators, custodians, and Transfer Agents. Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders. Possess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout. Manage the overall platform experience for existing clients including maximizing their consumption of the platform. Build a strong understanding of a client’s business and how that translates to the platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements. Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features. Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients. Qualifications 3+ years of experience in project management, client software implementations, relationship management working for a bank and/or fintech. Determined, dedicated, and ambitious professional – Recognized by management for a strong work ethic and attention to detail – Proven ability to lead and execute multiple projects within critical deadlines. Ability to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success. Ability to teach and manage others that are also managing clients and operational support tasks. Self-starter seeking to put their own fingerprint on an exciting financial technology business – hungry to learn a lot and seek accountability and ownership of processes and initiatives. Highly technically apt in data, spreadsheets, can form execution step plans, and organize tasks for execution. Advanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary). Bachelor's degree in Finance or similar field. #J-18808-Ljbffr Scribe

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding and Implementation Associate in New York, NY vacancy
  • A growing fintech company in New York is looking for a motivated Project Manager to oversee client software implementations. You will drive project timelines, manage client relationships, and collaborate with Product Managers to enhance the platform. The ideal candidate... 
    Suggested

    Scribe

    New York, NY
    4 days ago
  • Neuberger Berman is seeking a Technical Product Manager for Client Onboarding in New York. This role entails owning the end-to-end technical onboarding execution for new clients and requires strong communication and planning across various teams. The ideal candidate should... 
    Suggested
    Work at office

    Neuberger Berman

    New York, NY
    2 days ago
  • Amperos is seeking a Senior AR Specialist to join our client onboarding team in New York. This role involves working claims end-to-end in clients' systems, participating in onboarding, and documenting workflows for future training. The ideal candidate has over 5 years of... 
    Suggested

    Amperos

    New York, NY
    1 day ago
  • Addepar is seeking a Sr. Enterprise Solutions Consultant to act as an implementation architect for large projects. You will lead design and oversee onboarding to the Addepar platform, ensuring tailored, scalable solutions for complex requirements. The role requires 6+... 
    Suggested

    TryApplyNow

    New York, NY
    3 days ago
  • $90k - $110k

    iCapital is seeking an Associate for their Platform Implementation Specialist team in New York City. This role involves supporting platform integrations for enterprise clients and enhancing the platform experience. The ideal candidate will have 2-5+ years of experience... 
    Suggested

    iCapital

    New York, NY
    1 day ago
  • Thomson Reuters Corporation is seeking a full-time Implementation Consultant to work remotely. The role involves architecting and implementing...  ...solutions on the HighQ platform, ensuring effective client onboarding and training while delivering high-quality customer service... 
    Remote job
    Full time

    Thomson Reuters Corporation

    New York, NY
    1 day ago
  • A tech company for construction based in New York seeks an Implementation Analyst to lead new customer onboarding. This in-person role involves working closely with clients to manage complex data migrations and ensure successful payroll transitions. Ideal candidates have... 

    Trayd: Construction Payroll, HR, & Compliance

    New York, NY
    3 days ago
  • $70k - $95k

    A leading digital asset management provider is seeking a client-facing Implementation Specialist to enhance user experience and troubleshoot software issues. Ideal candidates have a STEM degree and experience with enterprise software and Digital Asset Management systems... 

    Orange Logic

    New York, NY
    1 day ago
  •  ...ours by the good that comes from knowing that every client and all their employees can count on effective, affordable...  ...both now or in the future. Position Summary The Implementation Associate (IA) supports the onboarding of new Employers and Consultant partners into the... 
    For subcontractor
    Flexible hours

    Dormont Manufacturing Co

    New York, NY
    2 days ago
  • Implementation Manager - Prime Services (Institutional Clients) We're working with a global banking platform seeking an Implementation Manager to join its Prime...  ...client delivery and internal execution, owning the onboarding and transition of institutional clients across a... 

    Selby Jennings

    New York, NY
    1 day ago
  •  ...fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families...  ...as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts segment — a... 
    Full time
    Work at office
    Relocation

    Arch

    New York, NY
    1 day ago
  • Documo Inc. is seeking an Implementation Consultant to drive successful post-sales delivery of our document automation platform. You will own onboarding, configure solutions, and implement workflows that translate customer goals into working setups. In collaboration with... 
    Remote job

    Documo Inc.

    New York, NY
    2 days ago
  • PNC Financial Services Group, Inc. is seeking an Implementation Analyst for ARP Implementations. This remote role supports client implementations, coordinates requirements, and ensures timely delivery with cross-functional teams. You will analyze client needs, document... 
    Remote job

    PNC Financial Services Group, Inc.

    New York, NY
    3 days ago
  • $65k - $90k

    Vts is hiring an Associate Implementation Manager to support clients and internal teams through onboarding and early adoption. This entry-level role focuses on driving efficiency through AI and cross-functional collaboration within a fast-moving environment. The ideal candidate... 
    Work at office

    Vts

    New York, NY
    4 days ago
  • $85k - $100k

    AutogenAI is seeking an Implementation Consultant to provide exceptional onboarding and platform configuration. This role is hybrid, based near NYC or within the DC Beltway. Responsibilities include managing customer journeys, training delivery, cross-functional collaboration... 
    Flexible hours

    AutogenAI

    New York, NY
    1 day ago
  •  ...Wolf Technologies Inc. is seeking a full-time remote Implementation Specialist to manage client implementations, provide training, and conduct needs assessments...  ...within budget while coordinating plans for successful onboarding and conversions. The ideal candidate will have a... 
    Remote job
    Full time

    Lone Wolf Technologies Inc.

    New York, NY
    1 day ago
  • $70k - $80k

    Vestwell Inc is seeking a Senior Implementations Onboarding Associate to enhance onboarding for Plan Sponsors and Financial Advisors. This role involves managing onboarding projects, liaising between stakeholders, and ensuring seamless transition to Vestwell's platform... 

    Vestwell

    New York, NY
    1 day ago
  • $15 per hour

     ...bridge technology and fund finance. As an Implementation Analyst at Maybern, you'll implement our software for private fund clients, translating their complex requirements into...  ...relationships with our clients, plan onboarding and roll-out processes for new fund managers... 
    Work at office
    Work from home
    Flexible hours

    Maybern

    New York, NY
    1 day ago
  •  ...we looking for? Axle is looking for an Implementation Specialist who will lead the successful...  ...integration, and go‑live of our automotive clients, ensuring they are set up to...  ...we scale. What will you be doing? Lead onboarding and implementation for dealer and rental... 
    Flexible hours

    Axle

    New York, NY
    9 hours ago
  • $35 - $45 per hour

     ...The Client Onboarding Implementation Specialist provides tactical implementation support and configuration expertise through ticket management,...  ...client ticketing systems High School Diploma required (Associate's or Bachelor's degree preferred) Experience in healthcare... 
    Hourly pay
    Full time
    Contract work
    Local area

    Included-Health

    New York, NY
    3 days ago
  • $90k

     ...in their last year. The role is for an Implementation Specialist. Responsibilities Taking ownership...  ...of the post-sale cycle, working with clients to help implement complex products in a...  ...Previous experience in implementation, onboarding, professional services, customer... 
    Work at office
    Remote work

    LMRE

    New York, NY
    10 hours ago
  •  ...allocated, integrated and visualized. Your Opportunity As an Implementation Specialist at Foresight, you will play a critical role in...  ...systems, processes, and infrastructure that power successful client onboarding and long‑term adoption of our platform. Sitting within the... 
    Full time
    Temporary work
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Foresight Data

    New York, NY
    3 days ago
  • $80k - $90k

     ...Job Overview: A CureMD Implementation Specialist (IS) leads the implementation...  ...process to successfully onboard medical offices onto CureMD'...  ..., you will own the client onboarding experience by planning...  ...Mentors Implementation Associates (IA) as needed. Qualifications... 
    Full time
    Temporary work
    Flexible hours

    CureMD Healthcare

    New York, NY
    3 days ago
  •  ...to focus on financial institution integrations. You will work closely with various teams to design and implement scalable solutions while ensuring effective onboarding and performance of partners. Ideal candidates should have at least 3 years of experience in similar... 

    Storm2

    New York, NY
    1 day ago
  • $102k - $181.72k

     ...leadership across applications, data, integration, platforms, and AI‑enabled capabilities, ensuring alignment between business strategy, client delivery needs, and technology execution. It balances enterprise‑level architectural rigor with practical delivery considerations,... 
    Work at office
    Worldwide

    WSP in the U.S.

    New York, NY
    1 day ago
  • Sequence is seeking a Product Specialist to manage customer implementations and enhance their experience with the Sequence platform. You...  ...with Product, GTM and Engineering teams to build a world-class onboarding function. This role requires a strong technical background... 

    Sequence

    New York, NY
    3 days ago
  • $135k

     ...New York, NY to lead strategic global Real Assets engagements. The role requires strong client delivery experience and fluency in investment workflows. You will optimize onboarding and engage with institutional clients to translate needs into actionable products. The ideal... 

    Alter Domus Group

    New York, NY
    2 days ago
  • $160k - $194k

     ...experience, Gartner's capabilities, and the trends across our client base. Challenge the member with new ideas and innovative approaches...  ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90... 
    Local area
    Remote work
    Worldwide

    Gartner

    New York, NY
    21 hours ago
  •  ...an AI Value Delivery Lead to drive structured onboarding and ensure customer satisfaction through effective implementation of AI solutions. This role involves collaborating...  ...to enhance how Klarity delivers value to clients. The ideal candidate has 2-4 years in consulting... 

    Klarity

    New York, NY
    1 day ago
  • $100k - $120k

     ...Overview Rose Associates is a recognized market leader in multifamily...  ...in ensuring the seamless onboarding and offboarding of residential...  ...operations, residents, and clients. The ideal candidate is a highly...  ...Support the development and implementation of detailed transition plans... 
    Work at office

    Rose Associates

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding and Implementation Associate. Be the first to apply!