Multi-Product Onboarding Manager

KeyBank - Cleveland, OH

Full-time - Mid Level

Remote - Cleveland, OH

Credit Intermediation and Related Activities

About the position

The Multi-Product Onboarding Manager at KeyBank is responsible for overseeing the end-to-end onboarding experience for clients utilizing Enterprise Payments' treasury products and solutions. This role focuses on ensuring a smooth configuration, training, and deployment of banking services across multiple product lines, while actively managing various onboarding events. The position emphasizes client success, continuous improvement, and collaboration across teams to deliver a best-in-class client experience.

Responsibilities

• Manage the onboarding process for assigned clients, including completion of service agreements, product configurations, training, and facilitating initial usage of services.
• Lead cross-functional meetings with internal and external stakeholders, including sales teams, clients, vendors, and partners.
• Create support materials for onboarding events, maintain open communication channels, and manage stakeholder expectations throughout the project lifecycle.
• Develop, monitor, and report on key performance indicators (KPIs) to ensure the delivery of a superior client experience.
• Act as a subject matter expert on product implementation and configuration, addressing client questions or issues that arise during the onboarding process.
• Serve as an internal advocate for clients, identifying and solving potential roadblocks that could impede the successful implementation of services.
• Ensure all activities adhere to the bank's risk policies and procedures, maintaining a high standard of compliance throughout the onboarding process.
• Conduct necessary research as part of the onboarding package to ensure accurate and efficient implementation.

Requirements

• Bachelor's degree with 3-5 years of experience in project management or client onboarding roles.
• Strong communication and interpersonal skills to engage with clients and stakeholders effectively.
• Proven ability to manage multiple projects simultaneously and meet deadlines.
• Experience in the financial services industry, particularly in banking or treasury products.
• Analytical skills to develop and monitor KPIs and assess client needs.

Nice-to-haves

• Experience with Enterprise Payments or treasury management products.
• Familiarity with compliance and risk management in banking.
• Project management certification (e.g., PMP) or similar.

Benefits

• Health insurance coverage
• 401(k) retirement savings plan
• Paid holidays and vacation time
• Professional development opportunities
• Flexible work arrangements