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

Senior Client Success & Onboarding Lead

Cotality

Cotality in Dallas is seeking a Client Success Manager to enhance client relationships and drive service improvements. This role requires deep knowledge of the Mortgage Industry and a commitment to client success, involving various administrative and collaborative tasks. The ideal candidate should have at least 4 years of relevant experience and strong client management skills. Cotality offers a competitive salary range and benefits, including generous PTO and parental leave. #J-18808-Ljbffr Cotality

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Success & Onboarding Lead in Dallas, TX vacancy
  • McKinsey & Company is seeking a talented professional in Dallas to lead post-sales engagement, ensuring client satisfaction through optimal onboarding processes and ongoing support. You'll collaborate with cross-functional teams to drive product adoption and help clients... 
    Senior

    McKinsey & Company

    Dallas, TX
    1 day ago
  • Arden Trust Company is seeking a Trust Officer Senior in Dallas, Texas to oversee account administration and ensure client satisfaction. The successful candidate will establish operational goals and work with financial advisors. A Bachelor's Degree and over 7 years of... 
    Senior

    Arden Trust Company

    Dallas, TX
    1 day ago
  • Miebach in Dallas is seeking a Senior Client Success Lead with expertise in the Life Sciences industry. The role involves managing and growing client relationships, identifying opportunities for value creation, and assisting clients with complex supply chain challenges... 
    Senior

    Miebach

    Dallas, TX
    2 days ago
  • $65k

     ...Job Description Job Description Our client’s Networks group offers best-in-class technology and industry-leading practices to help firms manage risk, meet regulatory...  ...technology. We are seeking a Senior KYC / Onboarding Lead to work with a leading alternative investments... 
    Senior
    Permanent employment
    Contract work
    Work at office

    G MASS

    Dallas, TX
    21 days ago
  •  ...source of truth that empowers our clients with real-time, actionable...  .... The Client Solutions Lead is a client-facing functional...  ...scoping, efficient execution, and successful delivery. Clear, accurate,...  ...Relationship Management teams. Support onboarding efforts by ensuring reporting... 
    Senior
    Work at office
    Visa sponsorship
    Flexible hours

    Siepe

    Dallas, TX
    1 day ago
  •  ...Group based in Dallas, TX. This individual will work with clients and key stakeholders to facilitate an excellent client onboarding experience while ensuring compliance with regulatory requirements. The successful candidate will provide oversight of customer due... 

    Goldman Sachs Bank AG

    Dallas, TX
    3 days ago
  • $65k - $75k

     ...Command in Dallas, Texas, is seeking a Benefits Partner to enhance client experiences with their ICHRA program. This critical role involves guiding clients through onboarding and ensuring continual program success. Candidates should have strong client partnership skills, the... 
    Remote job
    Flexible hours

    Take Command

    Dallas, TX
    1 day ago
  •  ...is a fast-growing technology company in Dallas seeking a Client Solutions Senior Lead to translate client reporting and workflow requirements into...  ...teams, and Professional Services Development to ensure successful delivery. Responsibilities include gathering requirements... 
    Senior

    Siepe LLC

    Dallas, TX
    3 days ago
  • EY is looking for a Transition/Onboarding Lead to oversee client transitions onto EY’s IFMS operating model. This role requires 10+ years of experience in managed services transitions and strong project management skills to ensure effective onboarding and operational readiness... 
    Senior

    EY

    Dallas, TX
    1 day ago
  • Cardata is looking for a Senior Client Experience Associate in Dallas, Texas to enhance the wealth management experience for advisors and clients. You'll be responsible for onboarding, addressing inquiries, and ensuring satisfaction through effective communication and... 
    Senior

    Cardata

    Dallas, TX
    1 day ago
  • Goldman Sachs, Dallas-based, is seeking a seasoned Client Onboarding lead within Transaction Banking Operations. You will manage complex onboarding from RFP participation to go-live, oversee product setup and documentation, and mentor a pod of onboarding professionals... 
    Senior

    The Goldman Sachs Group

    Dallas, TX
    2 days ago
  •  ...is possible. Driven by shared success, PMG leverages business strategy...  ...Working With At PMG, our Client Strategy team plays a key role...  ...ll partner with clients, media leads, analytics teams, and creative...  ..., and make an impact. As a Senior Lead in Client Strategy, if... 
    Senior
    Work experience placement
    Local area
    Shift work

    PMG

    Dallas, TX
    25 days ago
  • Senior Analyst, U.S. Client Onboarding Requisition ID: 265484 Salary Range: - Please note that the Salary Range shown is a guideline only. Salary offered...  ...based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.... 
    Senior
    Work at office
    Local area
    Flexible hours

    Scotiabank

    Dallas, TX
    13 hours ago
  • $128k - $192k

    How You’ll Make an Impact As Senior Principal on the Client Success: Marketing Solutions team at Epsilon, you’ll serve as the primary point of contact...  ...consistent representation of technical and data capabilities. Lead as a MarTech partner by orchestrating across multiple... 
    Senior
    Local area
    Flexible hours

    Epsilon

    Dallas, TX
    1 day ago
  •  ...is possible. Driven by shared success, PMG leverages business strategy...  ...Be Working With At PMG, our Client Strategy team plays a key role...  ...ll partner with clients, media leads, analytics teams, and creative...  ..., and make an impact. As a Senior Lead in Client Strategy, if you... 
    Senior
    Contract work
    For contractors
    Work experience placement
    For subcontractor
    Work at office
    Local area
    Remote work
    Relocation
    Visa sponsorship
    Shift work

    PMG

    Dallas, TX
    1 day ago
  • Epsilon is seeking a Senior Principal on the Client Success: Marketing Solutions team in Dallas, Texas. This role involves serving as the key contact for paid media partners, driving adoption of Epsilon People Cloud's data solutions to enhance strategic planning. Key responsibilities... 

    Epsilon

    Dallas, TX
    1 day ago
  •  ...About the role This role is designed for a senior supply chain professional with deep Life...  ...and a passion for building long‑term client relationships, identifying opportunities...  ...complex supply chain challenges. As a Client Success Lead, you will serve as a trusted advisor to... 
    Worldwide

    Miebach

    Dallas, TX
    2 days ago
  •  ...business impact. About the role Miebach Consulting is seeking a Client Success Lead, Supply Chain to support the growth and management of client...  ...Lead, you will work closely with consulting teams and senior account leaders to strengthen client relationships, identify... 
    Remote work
    Worldwide
    Flexible hours

    Miebach

    Dallas, TX
    4 days ago
  • Miebach Consulting, located in Dallas, TX, is seeking a Client Success Lead, Supply Chain to support client relationship growth across North America. The ideal candidate should possess a bachelor's degree in Supply Chain Management or a related field accompanied by 5-10... 
    Remote job
    Flexible hours

    Miebach

    Dallas, TX
    4 days ago
  • Anderson Business Advisors, located in Dallas, Texas, is seeking a Client Success Supervisor to lead a team of Client Success Coordinators. This role is pivotal in ensuring clients receive exceptional service and support. Responsibilities include team supervision, training... 

    Anderson Business Advisors

    Dallas, TX
    2 days ago
  • Calpion/Plutus Health in Dallas is seeking an experienced Client Success- Coding Manager to oversee client relationships and coding operations. This role demands expertise in medical coding, auditing, and revenue cycle management. The ideal candidate will possess a strong... 

    Calpion/Plutus Health

    Dallas, TX
    2 days ago
  • Associa is seeking an Implementation Lead for our Richardson, Texas office. This role is focused on successful process execution and team engagement, requiring strong leadership...  .... The candidate will mentor staff, manage client escalations, and drive operational efficiency.... 
    Work at office

    Associa

    Richardson, TX
    2 days ago
  • Ziosk is seeking a seasoned professional to lead customer success and account management strategies in Dallas, TX. This role demands a skilled leader to build a high-performing team, foster client relationships, and drive revenue growth through effective account management... 
    Senior

    Ziosk

    Dallas, TX
    1 day ago
  • Fartherfinance in Dallas, Texas is looking for a Senior Client Experience Associate to enhance the wealth management experience for clients and advisors. In this role, you will support advisor onboarding and manage financial operations to ensure exceptional client service... 
    Senior

    Fartherfinance

    Dallas, TX
    4 days ago
  • T1 Energy Inc. is seeking a Senior HR Onboarding Coordinator to enhance the employee onboarding experience. This role ensures a seamless transition for new hires and collaborates with various departments to meet onboarding requirements. The ideal candidate has a Bachelor... 
    Senior

    T1 Energy Inc.

    Dallas, TX
    4 days ago
  • PMG, a leading independent marketing services company located in New York, is seeking a Senior Lead in Client Strategy to inspire brands through innovative media strategies. The ideal candidate will leverage their experience and expertise to lead client engagements, optimize... 
    Senior

    PMG

    Dallas, TX
    1 day ago
  • Baker Botts L.L.P. seeks an Information Security Client & Vendor Risk Manager to lead client due diligence and third‑party risk vetting across the firm...  ..., strong risk judgment, and the ability to influence senior stakeholders, including client security teams. You will... 
    Senior

    Baker Botts

    Dallas, TX
    2 days ago
  • Epsilon is seeking a Senior Advisor for Client Engagement based in Dallas, Texas. This role involves being...  ...between clients and Epsilon’s teams to ensure successful delivery of products and services. The successful candidate will lead cross-functional teams, deliver... 
    Senior
    Flexible hours

    Epsilon

    Dallas, TX
    3 days ago
  • A leading wealth-management firm located in Dallas, Texas, is seeking a skilled Senior Client Experience Associate. This role involves acting as the key relationship manager for clients and advisors, ensuring a superior wealth management service. Ideal candidates will have... 
    Senior

    Farther

    Dallas, TX
    1 day ago
  • $165k - $240k

    A leading engineering firm in Texas seeks a Freight Rail Client Team Leader / Senior Project Manager to contribute to project management and business development. Candidates should have at least 10 years of experience in civil engineering, focusing on freight rail projects... 
    Senior
    Remote job

    David Evans and Associates, Inc.

    Dallas, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Success & Onboarding Lead. Be the first to apply!