Senior Implementations Onboarding Associate Job at Fin Capital (New York)

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Sales Enablement Senior Associate

We’re Fever, the world’s leading tech platform for culture and live entertainmen...

Location

Spain , Madrid

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

A bachelor’s degree in Engineering, Mathematics, Statistics, Data Analytics, or a related STEM field
+4 years of experience in Consulting, Sales Enablement, or Sales Operations
Strong analytical and communication skills, with the ability to derive insights from metrics and turn them into actions
Experience with enablement platforms and CRM tools (Salesforce, Showpad, Mindtickle, etc.)
Comfortable working cross-functionally with multiple stakeholders and adapting to evolving priorities
Fluency in English is required

Job Responsibility

Own and optimize the Business Development onboarding process, ensuring a consistent and high-impact experience across all geographies and seniority levels
Track onboarding performance metrics to identify gaps, top offenders, and opportunities for improvement
Coordinate cross-functionally with the Marketing, Product, and Business Development teams to maintain alignment and coherence in onboarding content
Design and roll out new onboarding programs tailored to specific Business Development needs (e.g., by seniority, vertical, or market)
Research, build, and implement new dynamics to maximize the Business Development productivity worldwide
Champion a culture of continuous improvement, proactively suggesting enhancements to accelerate ramp-up and long-term performance

What we offer

Opportunity to have a real impact in a high-growth global category leader!
40% discount on all Fever events and experiences
Home office friendly!
Responsibility from day one and professional and personal growth
Great work environment with a young, international team of talented people
Health insurance and other benefits such as Flexible remuneration with a 100% tax exemption through Cobee.
English and/or Spanish Lessons
Gympass membership
We have free food, drink and fruit at the office!
Possibility to receive in advance part of your salary by Payflow

Fulltime

New

Membership Senior Associate

Indagare is seeking a Membership Senior Associate to join our team. The Membersh...

Location

Salary:

Not provided

Indagare

Expiration Date

Until further notice

Requirements

3+ years of experience, preferably in a membership or sales role
Experience with sophisticated, affluent, and upscale clientele preferred
Ability to determine sale type (light touch v. hard sale) in real time, based on interactions and communications with potential clients
Excellent verbal and written communications skills required
Ability to work in a fast-paced, dynamic, entrepreneurial, high performance environment and deliver results
Detail-oriented with excellent analytical, communication, collaboration, presentation, project management and organizational skills
Experience with Salesforce and HubSpot a plus
Demonstrated ability to work successfully independently and as part of a team
Ability to maintain a positive, focused, organized, diligent and resilient mentality
Must have a passion for travel

Job Responsibility

PROSPECTING AND OUTREACH: Respond to qualified inbound requests for information about Indagare’s products
qualifying and converting leads to members and group trip participants
MEMBER EXPERIENCE: Deliver a superlative customer experience to potential new Indagare Self Planner members as well as our existing member base
SALES: Achieve assigned monthly and yearly revenue goals
ENGAGEMENT: Work with Associate Director of Engagement and the Hotel Reservations Specialists to facilitate member upgrades and winbacks
COMPLIANCE: Maintain member profile compliance in Salesforce to ensure seamless internal communication and client experience
STRATEGY: Generate ideas and strategies to add value to membership, drive referrals and thoughtfully grow our member base
CONSUMER INSIGHTS: Track trends and surface the voice of the customer to ensure that Indagare’s products and communication strategies align with consumer demand, working cross-functionally with group trips, bookings, and business development departments
MARKETING: Partner with Marketing teammates to identify and implement ways to improve our acquisition and onboarding processes
ONBOARDING: Collaborate with Associate Membership Acquisition Manager to develop sales scripts, standard operating procedures, and supplementary materials

What we offer

medical, dental, and vision coverage
Flexible Spending Accounts
life insurance and disability coverage
commuter benefits
a retirement-savings plan
paid time off (vacation, personal, holidays, and sick days)

New

Senior Implementation Consultant

The Senior Implementation Specialist is responsible for the hands-on setup, conf...

Location

United States , Atlanta

Salary:

Not provided

Aprio

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Information Technology, Accounting, or related field preferred
Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms)
Strong technical troubleshooting and problem-solving skills
Ability to communicate effectively with internal teams and clients
Experience with financial system integrations and data migration is a major plus
Commitment to excellent customer service and process improvement

Job Responsibility

Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations
Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards
Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process
Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines
Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges
Monitor dashboards and activity logs to proactively identify and resolve potential issues
Deliver ongoing support by managing internal helpdesk tickets and support requests associated with the accounting technology stack and related implementations
Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations
Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration
Assist in standardization and templatization of client segments for consistent delivery

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Commercial Associate

Citi Commercial Bank offers its clients the convenience, global banking network,...

Location

Sweden , Stockholm

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 2 year previous relevant banking experience
Working within Commercial/Corporate/Investment banking is desirable
Experience in client facing teams
Sales, presentation and communication skills
Analytical and credit skills
General knowledge of general banking processes
English fluency
Fluency in any of the Nordic languages desirable
Bachelor's degree
Build and develop client relationships

Job Responsibility

Support senior relationship manager in management of a client portfolio
Call on clients, jointly with senior relationship managers, to leverage Citi's global network, product solutions and market insights
Drive prospecting effort, selecting companies, reaching out and ensuring follow-up
Prepare pitch materials that senior relationship managers use in sales and prospecting
Work with regional Industry partners to leverage global industry content for client selection and client dialogue
Help deliver the key commercial banking product set, including Cash Management, FX, Commodities, Trade, Working Capital and Lending products
Help deliver Citi's global network by working with bankers and product experts around the world
Work with Credit Underwriting and Risk teams to deliver credit to our clients
Work with Corporate Finance and Investment Banking teams at time of structured transactions
Support the senior relationship manager with analysis on capital returns across transactions, clients and portfolio

Fulltime

Commercial Associate

The primary responsibility of the Associate will be, in cooperation with the Sen...

Location

Italy , Milano

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 3 year previous relevant banking experience
Working within Commercial/Corporate/Investment banking is desirable
Experience in client facing teams
Sales, presentation and communication skills
Analytical and credit skills
General knowledge of general banking processes
Fluency in English and Italian required (written and spoken)
Bachelor's degree
Build and develop client relationships
Effective collaboration with senior bankers and partners

Job Responsibility

Support senior relationship manager in management of a client portfolio
Call on clients, jointly with senior relationship managers, to leverage Citi's global network, product solutions and market insights
Drive prospecting effort, selecting companies, reaching out and ensuring follow-up
Prepare pitch materials that senior relationship managers use in sales and prospecting
Work with regional Industry partners to leverage global industry content for client selection and client dialogue
Help deliver the key commercial banking product set, including Cash Management, FX, Commodities, Trade, Working Capital and Lending products
Help deliver Citi's global network by working with bankers and product experts around the world
Work with Credit Underwriting and Risk teams to deliver credit to our clients
Work with Corporate Finance and Investment Banking teams at time of structured transactions for CCB clients
Support the senior relationship manager with analysis on capital returns across transactions, clients and portfolio

Fulltime

Audit Manager

Reed is seeking an Audit Manager who is experienced in federal or state financia...

Location

United States , Essex

Salary:

Not provided

Reed & Associates, CPAs

Expiration Date

Until further notice

Requirements

Current CPA status
U.S. Citizenship
Minimum 6 years of relevant work experience
Minimum 3 years of supervisory experience
Plan, organize, and manage audits
Demonstrated high level of expertise with Medicare, Federal Acquisition regulations and/or OMB Circulars
Solid understanding of informational systems
Ability to manage all aspects of client engagements
Well organized with a high degree of accuracy and attention to detail
Strong analytical and problem solving skills

Job Responsibility

Develop and lead our audit team
Manage multiple engagements under awarded contracts or task orders
Run the full gamut, from building a team, audit staff onboarding, training, directional assignments and developmental leadership
Conduct audits including SSAE16, government sponsored health care programs (i.e. Medicare/Medicaid agencies), cost incurred, internal controls, compliance and performance in accordance with Government Auditing Standards
Manage multiple concurrent teams and audits
Budget control
Scope control
Staff performance evaluations
CPE tracking
Travel to audit locations throughout the United States

What we offer

Professional growth and development opportunities
Educational opportunities leading to certifications
A diverse, dynamic, and challenging work environment
Strong leadership, communication, and feedback
Creative and innovative solutions to challenges facing our government clients
Immediate hands-on experience
Opportunity for professional growth
Competitive compensation commensurate with experience
Bonuses for business development
A complete benefits package

Fulltime

Senior Database Engineer

The Senior Database Administrator is responsible for the administration, develop...

Location

United States , Madison

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Strong critical thinking, problem-solving, and decision-making abilities
Excellent communication skills-both technical and non‑technical
Ability to work independently and collaboratively in a team environment
Strong organizational and priority‑management skills
Understanding of architecture, system design, and deployment strategies
Experience with DevOps methodologies and tools such as Jenkins and Kubernetes
T‑SQL and SQL Server Management Studio
SQL Server monitoring tools (Profiler, DMVs, sp_BlitzIndex®, etc.)
SSIS and Visual Studio
Reporting tools (SSRS, Crystal Reports)

Job Responsibility

Ensure availability and performance of all database environments
Perform and oversee maintenance activities including backups, upgrades, restores, rebuilds, and migrations
Proactively monitor database systems to minimize downtime and security risks
Troubleshoot and resolve issues including deadlocks, blocking, integrity errors, performance problems, replication failures, connectivity, and security concerns
Install, configure, and upgrade SQL Server, PostgreSQL, and DynamoDB databases
Provision cloud resources using Terraform and support infrastructure-as-code practices
Implement security controls, access management, and compliance standards
Maintain database patching schedules, ensure DR readiness, and validate backup processes
Provide performance trend analysis and recommendations for optimization
Evaluate new tools, technologies, and methods to enhance database management and automation

Fulltime

Senior Implementations Onboarding Associate

Fin Capital

Location:
United States , New York ▼
Austin
King of Prussia
Phoenix

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 17, 2026

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Job Description:

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Job Posted:
February 17, 2026