Job Summary: The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point
Job Summary: Implementation Analysts are responsible for aiding the onboarding process for new clients onto the companys SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions
Reconciliation Implementation Associate is responsible for establishing reconciliation processes and thresholds for clients. They collaborate with stakeholders to gather requirements, design automated workflows, and ensure data accuracy through analysis and validation with third-party data. This analyst monitors and
Implementation Analysts are responsible for aiding the onboarding process for new clients onto the companys SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport
Client Success Manager Youll lead new customer onboarding and own ongoing client success for a portfolio of payer and provider clients. This is a rare opportunity to join a fast-growing company with a strong, highly engaged client base and play
Client Services Manager Ops Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels
Director Client Services Ops - Enterprise, West The Director Client Services Ops - Enterprise, West will provide high level leadership for the service delivery of our payroll, HR and time and attendance solutions for our service center. The
Coastal is seeking a Sr. Client Manager in the United States to drive deposit growth within a defined market. This high‑impact role focuses on affluent clients and businesses, delivering personalized financial solutions through proactive outreach, relationship building, and
Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting‑edge Banking‑as‑a‑Service (BaaS) and fintech enablement strategies. We support individuals with their personal banking needs and empower businesses with modern banking technology that
Operations Implementation Consultant Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by
Operations Manager Implementation Ops Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch
Client Success Manager, IDNs Clinical Architecture is at the forefront of healthcare IT innovation. Our team is an ambitious group of diverse leaders who balance creativity and expertise to solve tough problems that make a difference. Our
Lead Implementation Ops Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your
Operations Team Lead Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide
Operations Implementation Consultant I Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch
Job Opportunity The Global Delivery division is responsible for onboarding all new clients onto Clearwaters SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives
Operations Consultant I As an Implementation Consultant I, you will support small business clients by configuring solutions that meet their unique needs. Youll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline
Investment Portfolio Reconciliation Specialist Reconciles transactions and holdings of investment portfolios to data received from external portfolio providers, using a state-of-the-art web-based system. Responsibilities: Ensure timely delivery of accurate investment information, including accounting, analytic, and compliance
Implementation Team Lead The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point