Senior Client Workflow Specialist jobs in United States
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Deluxe · 1 day ago

Senior Client Workflow Specialist

Deluxe is a company that specializes in data management and workflow solutions. The Senior Client Workflow Specialist will lead the design, training, and implementation of data management workflows, working closely with clients to ensure efficient and compliant solutions.

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H1B Sponsor Likelynote

Responsibilities

Collaborate with clients and internal departments to gather and analyze business requirements related to data management and operational workflows
Design and document end-to-end data workflows tailored to client-specific environments, ensuring alignment with business goals and business standards
Lead the implementation of workflow solutions, including configuration, testing, and deployment within client systems
Deliver hands-on training and support to our client teams and internal resources to ensure successful adoption and long-term sustainability of implemented workflows as well as team expansion
Evaluate, optimize and advise on existing workflows for performance, scalability, and user experience
Serve as a liaison between client stakeholders, internal engineering teams, and product managers to ensure seamless delivery and feedback integration
Maintain detailed documentation of workflow designs, implementation plans, and training materials. Create training plans and lead training initiatives internal at Deluxe

Qualification

Data management workflowsWorkflow automation toolsSQLLean Six Sigma certificationCloud platforms familiarityBusiness process understandingClient facing experienceInterpersonal communicationDocumentation skills

Required

Bachelor's Degree and 3 years, or HS/GED and 7 years
Must be 18 years of age or older

Preferred

5+ years of experience as Business Analyst, Process Engineer, Software Implementation, Project Management
Knowledge of data lifecycle management, data governance, and workflow automation tools
Strong verbal and written communication skills and experience in client facing roles
Proficiency in tools such as SQL, Visio or other Workflow platforms
Familiarity with cloud platforms and data integration tools
Certification in Lean Six Sigma or a similar process improvement methodology is preferred

Benefits

Healthcare (Medical, Dental, Vision)
Paid Time Off, Volunteer Time Off, and Holidays
Employer-Matched Retirement Plan
Employee Stock Purchase Plan
Short-Term and Long-Term Disability
Infertility Treatment, Adoption and Surrogacy Assistance
Tuition Reimbursement

Company

Deluxe is a finacial services company that provides financial institutions deepen customer relationships through technology solutions.

H1B Sponsorship

Deluxe has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (22)
2023 (19)
2022 (9)
2021 (13)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Barry McCarthy
President and Chief Executive Officer
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Kim Cross
Chief Human Resources Officer
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Company data provided by crunchbase