Location: West Orange,NJ, USA
Onboarding and Operations Senior Analyst
Hybrid-West Orange, NJ or Wilmington, DE (one day weekly in office)
Monday to Friday 9:00 a.m. to 6:00 p.m.
Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need.
Some of the things you will be doing:
The Onboarding and Operations Senior Analyst candidate will support the Business teams in managing and/or leading key operations processes for all engaged client relationships ensuring superior and accurate execution of all service offerings. Deliverables include administration services provided to private equity funds, including:
* Assist or lead all end-to-end onboarding projects within tight deadlines, ensuring all onboarding tasks are documented and completed on time
* Assist with developing training plans for new joiners and support the smooth integration and journey of new team members' into the team culture during their first year of service
* Manage and maintain our client CRM database via Salesforce
* Prepare project plans, task trackers, contact lists, Service Level Agreements, and other onboarding materials for each engagement/project
* Establish process to prioritize tasks for new client onboards and key operations activities
* Encourage and support a positive transition for clients from the sales team
* Execute and coordinate the transition process for clients to the Operations team (BAU)
* Provide operations support for the business to the Operations Director
* Monitor and refine processes and procedures to utilize the skills and abilities of administrative support personnel and the onboarding process more effectively
* Ensure key processes and onboarding goals and targets are met for a smooth transition to the client management teams
* Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts
* Liaise with key stakeholders including legal, compliance, and LOB operations leaders to remove roadblocks impeding the On-boarding and Remediation process
* Assist with developing and presenting KPI for and to the Operations Director
* Think outside the box! Identify workarounds to achieve the client's goals, coordinate conversations with internal business partners on client processes and expectations and educate teams on key features and functionality of each client engagement
* Analyze project success vs challenges, and improve on processes to make each new onboard more successful than the last
* Must be able to manage changing priorities and accomplish multiple detailed tasks to meet deadlines
* Lead Operations projects, including but not limited to the annual SOC 1 Type II audit, gathering client analytics, and reporting on client data as required
* Ability to work both independently and contribute to the cohesion of a team
* Internal responsibilities (filing, status reports, time tracking, etc.)
What technical skills, qualifications, and experience do you need?
* Bachelor's degree or equivalent work experience, master's degree in business management is a plus
* PMP certification preferred but not required
* Strong change control management skills
* Strong organizational skills and excellent with details and follow-up
* Problem solving, the ability to understand interpret complex problems, issues and supporting data, then translate them into useable solutions
* Experience managing client relationships
* High competency in both verbal and written communications, interpersonal skills to interact effectively with different types of people and approaches, outgoing and proactive to accomplish tasks
* Applicants must be assertive and confident in dealing with people of different cultures, opinions, and outlooks
* Experience with Microsoft Office and project management applications a plus
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