at Equifax, you will be the driving force behind a seamless and successful client onboarding experience. You'll manage the entire implementation and boarding stage for new and existing clients, guiding them through the deployment of our cutting-edge API solutions. This is a critical role where you'll act as the central point of contact, coordinating between clients and our internal Sales and Analytics teams to ensure a smooth transition and set the stage for a long-lasting partnership.
What You Will Do
You will own the client onboarding journey from start to finish, ensuring a world-class experience. Your key responsibilities will include:
Lead the Onboarding Journey:
Manage the end-to-end client boarding process, acting as their primary contact and ensuring all expectations are met.
Internal Coordination:
Liaise with diverse internal teams to coordinate all functional areas required for a successful client implementation.
Risk Management:
Proactively identify and resolve risks and issues that arise during the boarding phase to prevent delays, managing the impact of any changes.
Project Planning:
Create and manage clear project plans, RAID logs, and timelines to ensure the onboarding process stays on track.
Stakeholder Engagement:
Build strong, credible relationships with internal stakeholders, working together to deliver solutions and a positive client experience.
Process Documentation:
Ensure all project and client documentation related to the onboarding is accurately maintained and updated.
What Experience You Need
To succeed in this role, you must have:
Strong client-facing delivery experience.
Proficiency in MS Office and/or Google Workspace.
What Could Set You Apart
To really stand out, you will have:
Previous experience specifically in client API delivery.
Financial data knowledge
If you excel at managing projects and building client relationships from the ground up, we encourage you to apply now to become our next Client Boarding Manager!
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