Job details
Job type full-time
Full job description
Location: for those who work at home - various, ohio 44145 our goal is to build a culture that is fanatical about ensuring clients are successful when leveraging enterprise payments’ (ep) treasury products and solutionsThe client success team is responsible for onboarding and servicing ep clients in the most efficient and client-centric manner and by maintaining a lens on continuous improvementThe ultimate outcome is to ensure clients are successful in achieving the value they expected by doing business with us, and become advocates of keybank in the process.
The onboarding program manager is a dynamic role which owns the end-to-end onboarding experience for the clientThey are the main contact and program manager from keybank, leading the clients through the post-sales experience to ensure clients are quickly and effectively using ep’s products and servicesOnboarding events can range in size and complexity, and the onboarding program manager will be expected to actively manage multiple onboarding events at a time in various stages of completionThe onboarding program manager will work closely with clients, fintech partners, sales, and back office support teams to ensure successful and timely implementations.
Responsible for assigned onboarding packages, including completion of agreements, configuration of services, training and initial use of services.
Lead meetings with stakeholders, including sales team members, clients/users, vendor representatives and other internal or external partners, clearly understanding and articulating the priorities, objectives and expectations to meet the clients’ needs.
Create material to support the onboarding events, maintain transparency for stakeholders and manage stakeholder expectations.
Develop, monitor and report on kpis to ensure clients are receiving best-in-class client experience and business development objectives are met.
Serve as a subject matter expert for product implementation and configuration questions or issues.
Be an internal advocate for client needs and solve potential roadblocks to successful implementation of client services.
Adhere to all risk policies and procedures.
Initiate and conduct necessary research that may need to be done in conjunction with onboarding packages.
Limited travel required.
Required qualifications
Bachelor`s degree or similar work experience with a minimum of 1 – 3 years of banking or cash management sales experience.
Possess strong analytical and project management skills.
Excellent verbal and written communication skillsPrevious experience presenting to clients
Self-motivated and ability to participate effectively in a highly collaborative work team
Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
Detail oriented and ability to follow through
Knowledge of microsoft office programs including word, excel, powerpoint and project.
About enterprise payments enterprise payments is the fastest growing business segment in keybank, encompassing a leading commercial card, merchant, fx, liquidity, and fintech product set across a wide array of industry verticals and client segmentsOur solutions are the software and payments engine that allows businesses to tackle their unique challenges and better engage with their customers—from a mom and pop restaurant, all the way to a publicly traded companyAbout key bank cleveland-based keycorp (nyse: key is one of the nation’s largest bankbased financial service companies, with assets of approximately $137.7 billion.* key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the united states and, for certain businesses, internationallyKey has implemented a role-based mobile by design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environmentAs a result, this role may be mobile or home based, which means you may work either at a home office or in a key facility to perform your job dutiesThis position is not eligible for employment visa sponsorship for non-u.sCitizens keycorp is an equal opportunity and affirmative action employer committed to building a diverse, equitable and inclusive cultureAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing hr_compliance@keybank.com.
