Fragomen · 3 days ago

Client Enablement Specialist II

United States

Full-time

Remote

Mid Level

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ConsultingDocument Management

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Responsibilities

Participate in implementation calls and partner with Client Enablement leaders on assigned New Client Onboardings

Act as the main point of contact in region for requirements or functional related process questions for client and legal team stakeholders

Schedule recurring implementation meetings (including Senior Manager and assigned lead) with both internal and external clients

Lead the elicitation and documentation of detailed onboarding process requirements

Own projects (New Client Onboardings) in terms of managing inputs and outputs, coordinate timing and manage

Assist Senior Manager and leads with resolving day to day client related questions

Assist Senior Manager with new client onboarding presentations for in person client meetings

Provide timely, accurate and efficient guidance for new client initiations of case requests in our system

Develop and update an initiations manual/cheat sheet for each client according to defined procedure

Assist with Client Implementations, collaborating with various internal teams – IT, Client Services, Finance, etc.

Assist legal teams with off-boarding of clients

Update and modify data in our client on-boarding library

Create Ad-hoc reports for internal and external customers

Analyze, report and provide solutions to process errors

Communicate discrepancies and coordinate process needs to high profile clients

Ensure smooth client onboarding procedures

Assist with process documentation and process improvement initiatives

Conduct in depth research of current client information as needed

Assist with system improvements, project implementations, and ad hoc projects as needed

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client EngagementClient EnablementProcess MappingAdvanced MS OfficeBusiness ProtocolsData Entry Skills