Employer Industry: SaaS Treasury Management

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely from anywhere within the U.S.
- Be part of an established market leader in the SaaS treasury management space
- Contribute to the development of next-generation technology tools for corporate financial offices
- Supportive and innovative work environment

What to Expect (Job Responsibilities):
- Coordinate the onboarding process for new clients, ensuring a seamless transition to the employer's services
- Collaborate with various teams to gather and analyze client requirements
- Provide training and support to clients on the employer's treasury management tools
- Monitor client progress post-onboarding and address any issues that arise
- Maintain documentation and reporting related to the onboarding process

What is Required (Qualifications):
- Minimum of 3 years of experience in client onboarding or project management
- Strong understanding of treasury management processes and tools
- Exceptional verbal and written communication skills
- Proven ability to work collaboratively in a remote team environment
- Proficiency in project management software and tools

How to Stand Out (Preferred Qualifications):
- Experience with SaaS products or financial software
- Previous experience in a financial services or technology company
- Familiarity with cash management and corporate finance concepts
- Ability to manage multiple client onboarding projects simultaneously
- Knowledge of customer relationship management (CRM) systems

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