Onboarding Specialist

Join Crossmark as an Onboarding Specialist, where your primary responsibility will be to facilitate a smooth onboarding experience for new employees. You will play a key role in ensuring that new hires feel welcomed, integrated, and equipped to succeed in their roles. This position requires excellent communication skills, a passion for helping others, and th…

Join our dynamic team at Texas Nursing Services as a Credentialing and Onboarding Coordinator in Plano, TX. In this pivotal role, you will oversee the credentialing process for healthcare professionals, ensuring compliance with industry standards while facilitating a seamless onboarding experience. Your expertise will contribute to our mission of providing top-tier staffing solutions in the healthcare sector.

As the Director of Customer Onboarding, you will play a pivotal role in enhancing customer experiences while working alongside the leadership team to surpass departmental and organizational objectives. You will be responsible for establishing a comprehensive strategic roadmap aimed at achieving excellence in customer onboarding, utilizing cutting-edge technologies to scale operations across the organization. Your primary focus will be on promoting customer adoption, reducing time-to-live, and elevating the quality of implementations, particularly through the use of AI to streamline and automate the onboarding process. This role entails recruiting and supervising Onboarding Managers, conducting performance evaluations, and tracking team goals.Key Responsibilities:Leadership and Team Management:Guide, mentor, and cultivate a high-performing Customer Onboarding team.Encourage a culture of excellence, teamwork, and ongoing improvement.Establish clear performance metrics and offer regular feedback and coaching to team members.AI & Process Optimization:Identify and implement AI and automation solutions to accelerate time-to-go-live and enhance onboarding efficiency.Utilize predictive modeling and AI insights to proactively address potential implementation risks and bottlenecks.Design and enforce best practices and methodologies, leveraging AI data to improve project delivery and customer satisfaction.Develop and uphold governance frameworks for AI tool application, ensuring compliance, data integrity, and ethical usage across all onboarding activities.Capacity Planning and Data-Driven Resource Management:Create and execute capacity planning processes to align team capabilities with current and future demand.Employ advanced analytics tools, including AI/ML-driven solutions, to oversee resource utilization, forecast project complexity, and optimize staffing levels for enhanced efficiency.Collaborate with various departments to anticipate and plan for upcoming projects and initiatives.Customer Project Delivery & Engagement:Ensure the successful execution of customer projects, guaranteeing timely and efficient delivery.Act as a trusted advisor to clients, comprehending their needs and ensuring Tipalti’s solutions align with their business goals.Serve as an escalation point for customer issues and project challenges.

Tipalti is a leader in global finance automation, and we are on the lookout for a dynamic Director of KYC and Compliance Onboarding. This critical leadership position aims to elevate our compliance operations, transforming them from a reactive necessity into a strategic driver of worldwide expansion.In this role, reporting directly to the VP of Customer Onboarding, you will spearhead the development of our onboarding framework to fuel our next phase of rapid growth. As a customer-focused leader, you understand that stringent compliance can coexist with a seamless user experience. Your goal is to create an exemplary KYC process that our customers and partners deem the most efficient in the fintech sector.Key ResponsibilitiesStrategic Vision & Roadmap: Define the strategic vision for Tipalti’s KYC/KYB future, crafting a streamlined onboarding experience that removes traditional compliance obstacles while upholding stringent regulatory standards.Operational Standardization: Ensure complete consistency across our global team of KYC analysts by establishing and enforcing a Global Standard Operating Procedure (SOP) that guarantees uniform decision-making, quality, and efficiency, irrespective of location.Customer-Centric Compliance: Advocate for the customer throughout the compliance journey, continually refining the

As a Customer Onboarding Manager at Tipalti, you will spearhead implementation projects for our dynamic SaaS-based Accounts Payable automation and global payments solutions. The ideal candidate is driven, proactive, and adept at understanding customer needs while guiding them through the implementation of our innovative SaaS offerings.Why Choose Tipalti?Tipalti is among the fastest-growing fintech companies globally, empowering finance professionals by modernizing the entire payables process. As a well-funded late-stage start-up, we have raised $270 million in our 2021 Series F round, bringing our valuation to over $8.3 billion. With total funding exceeding $550 million and a thriving customer base of over 3,000 worldwide, Tipalti stands out as one of the most valuable private fintech companies.We take pride in our collaborative culture, the quality of our products, and the capabilities of our team members. Our Tipaltians are passionate about their work and are driven to make an impact. We offer competitive benefits, a flexible work environment, career coaching, and a culture where diversity is celebrated.Your Responsibilities:Lead the implementation of our cloud-based accounts payable automation solution, ensuring a seamless customer experience.Provide exceptional service, acting as a trusted advisor and advocate for each customer throughout their journey with Tipalti.Assist customers through the technical integration process, offering expert problem-solving support.Manage project timelines, tasks, and development efforts, ensuring customers remain on track and exceed expectations.Contribute to our internal knowledge base by documenting insights and empowering team members.Your Profile:Bachelor's degree in a relevant field or equivalent practical experience.4+ years of experience in implementation, project management, consulting, or customer success with SaaS applications.Demonstrated excellent project management, communication, and problem-solving capabilities.Ability to thrive in a fast-paced, deadline-driven start-up environment.A passion for customer service and a proactive approach to identifying solutions.Bonus Qualifications:Hands-on experience with ERP applications such as NetSuite, QuickBooks, or Intacct.Strong knowledge of Accounts Payable and Procurement processes.

We are seeking a dynamic and detail-oriented Events Specialist to join our team at Crossmark. In this role, you will be responsible for planning, coordinating, and executing a variety of events that align with our company’s goals and objectives. You will work closely with multiple teams to ensure successful event outcomes while maintaining the highest standards of quality and professionalism.

Join Crossmark as an Event Specialist, where you will play a crucial role in organizing and executing engaging events that captivate audiences. You will collaborate with various teams to ensure every detail is meticulously planned and executed, from inception to conclusion. Your creativity and organizational skills will shine as you bring our brand to life through unforgettable experiences.

We are seeking a dynamic and detail-oriented Events Specialist to join our team at Crossmark. In this role, you will be responsible for planning, coordinating, and executing a variety of events that align with our company's goals and enhance our brand visibility.Your expertise will play a key role in creating memorable experiences for our clients and stakeholders. You will collaborate with different teams to ensure successful event execution from conception to completion.

Join our dynamic team as an Event Specialist where you will play a pivotal role in planning, organizing, and executing a variety of events that elevate our brand presence. You will collaborate with cross-functional teams to ensure every detail is meticulously planned and executed. Your creativity and organizational skills will shine as you bring innovative ideas to life, creating memorable experiences for our clients and stakeholders.

The Solutions Specialist plays a pivotal role in delivering specialized support for a range of technologies and solutions. This position is essential for addressing escalated issues not resolved efficiently by the front-line Managed Services Support Specialist teams.The Solutions Specialist is involved in six primary domains:Virtualization/Data CenterCloud/MessagingNetworkingVoice/CollaborationSecurityApplications/WorkspacesWhile a Solutions Specialist typically specializes in one domain, they may provide support across other categories as needed. Collaboration on high-priority or complex issues that span multiple categories is common, and Solutions Specialists may seek guidance from Solutions Experts to facilitate effective resolutions.Key Responsibilities:Collaborate with the Operations team to identify issues requiring escalated support in specific technology categories, prioritize them, and provide initial research estimates to the Operations group and Account Management.Conduct thorough research on escalated requests and create detailed action plans for resolution, including alternative solutions, rollback plans, testing criteria, timelines, and impact assessments.Document root causes of escalated issues for knowledge-sharing across support teams, enhancing the speed of future issue resolution.Update tickets and notes in accordance with operational guidelines to maintain effective communication with team members and client stakeholders.Utilize partner support options to address client system issues promptly, especially for high-priority service tickets.Stay informed on industry developments and partner updates relevant to the primary support category to enhance service delivery.Adhere to all standards and guidelines provided by management.

Join our dynamic team as an Events Specialist, where you will play a crucial role in planning, organizing, and executing a variety of events. This position calls for a creative and detail-oriented individual who is passionate about creating memorable experiences for our clients.Your responsibilities will include coordinating logistics, managing vendor relationships, and ensuring that all events run smoothly. If you thrive in a fast-paced environment and possess excellent communication skills, we want to hear from you!

We are searching for a dynamic Events Specialist to join our team in Plano, Texas. In this role, you will be responsible for planning, coordinating, and executing a variety of events that align with our company’s marketing and branding strategies. Your creativity and organizational skills will be key to ensuring successful events that engage clients and enhance our company’s presence.

As an Events Specialist at Crossmark, you will play a crucial role in the planning, execution, and management of various events. Your creativity and organizational skills will help ensure that each event runs smoothly and meets our clients' expectations. You will collaborate with teams across the organization to develop event concepts, manage logistics, and deliver exceptional experiences.

We are seeking a dynamic and detail-oriented Events Specialist to join our team in Plano, Texas. In this role, you will be responsible for planning, organizing, and executing a variety of events that drive engagement and enhance the brand visibility of our clients. The ideal candidate will have a passion for event management, excellent communication skills, and a keen eye for detail.

Join a dynamic team as an Event Specialist at CROSSMARK, Inc., where you will play a pivotal role in executing impactful events that connect brands with their audiences. Your creative flair and exceptional organizational skills will be utilized to coordinate logistics, manage vendor relationships, and ensure seamless event execution.

Join our dynamic team as an Event Specialist where you will play a crucial role in planning and executing engaging events that captivate audiences and drive brand awareness. You will collaborate with cross-functional teams to create memorable experiences that align with our clients' objectives.

Join our dynamic team at Crossmark as an Event Specialist, where you will play a pivotal role in planning and executing engaging events that captivate audiences. You will be responsible for coordinating logistics, managing vendor relationships, and ensuring every detail aligns with our client's vision. Your creativity and organizational skills will shine as you bring innovative ideas to life and contribute to memorable experiences.

Join our dynamic team as an Event Specialist, where you will play a crucial role in planning, coordinating, and executing memorable events. Your creativity and organizational skills will shine as you work with clients to deliver exceptional experiences that exceed their expectations.As an Event Specialist, you will be responsible for managing all aspects of the event lifecycle, from conception to execution. This includes venue selection, vendor management, budget oversight, and post-event evaluation. You will also be the point of contact for clients and will ensure their vision is brought to life.

We are seeking a dynamic and passionate Event Specialist to join our team at Crossmark. In this role, you will be responsible for planning, coordinating, and executing a variety of events that promote our brand and engage our audience. You will work closely with clients and vendors to ensure that each event runs smoothly and successfully.Your creativity and attention to detail will be essential as you develop event concepts, manage logistics, and handle on-site execution. This is an exciting opportunity to showcase your skills in a fast-paced environment while contributing to the growth and success of our organization.

As an Event Specialist at Crossmark, you will play a pivotal role in coordinating and executing engaging events that promote our brand and services. Your creativity and attention to detail will ensure that each event is memorable and impactful. You will collaborate with various teams to develop event strategies, manage logistics, and enhance the overall attendee experience.