Onboarding Support - Associate

Onboarding Support - Associate

We are seeking an experienced and client-focused Onboarding and Implementation Lead to join our Cash Management division. This role is critical to delivering a best-in-class onboarding experience for our corporate clients. The ideal candidate has 3–7 years of experience in corporate cash management, with a strong track record of managing complex onboarding and product implementations for Fortune 1000 companies or similar large enterprises. This role is critical not only to ensure a smooth client transition but also in shaping and documenting robust onboarding processes that will enhance our overall client experience.

The anticipated salary range for this role is between $75,000.00 and $110,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Objectives

Client Onboarding & Implementation:

• Serve as the primary project lead for client onboarding, managing the entire lifecycle from initial kickoff through to go-live and post-implementation support.
• Coordinate cross-functionally with product managers, technical teams, and support staff to ensure seamless integration of our complex products.

Client Training & Support:

• Deliver comprehensive training tailored to client needs, ensuring that clients are fully equipped to maximize the benefits of our solutions.
• Provide hands-on guidance to clients during setup, testing, and go-live phases.

Process Development & Documentation:

• Build out and continuously improve the onboarding function by creating, documenting, and refining standard operating procedures, playbooks, and training materials.
• Monitor process performance and implement innovative solutions to improve efficiency, scalability, and client experience.
• Partner with senior leadership to define KPIs, reporting metrics, and best practices for onboarding.

Stakeholder Management:

• Serve as a trusted advisor to clients, developing strong relationships and understanding their unique cash management challenges.
• Communicate effectively with internal and external stakeholders to update project status, share best practices, and coordinate feedback.

Project Management:

• Manage multiple client onboarding projects simultaneously, managing timelines, communications, and deliverables.
• Identify potential risks in onboarding processes and collaborate with teams to implement proactive mitigation strategies.

Qualifications and Skills

Experience:

• 3+ years of professional experience in corporate cash management.
• Prior experience in delivering client training and managing post-implementation support is highly desirable.

Technical & Functional Expertise:

• Deep understanding of corporate treasury or cash management functions, including knowledge of financial systems, ERP platforms, Treasury Management Systems.
• Demonstrated capability in developing detailed process documentation and training materials to support comprehensive onboarding initiatives.

Skills:

• Excellent project management and organizational skills, with the ability to prioritize and manage multiple concurrent projects.
• Strong interpersonal and communication skills, both written and verbal.
• A solutions-oriented mindset with the ability to think critically and strategically about process improvements.
• Ability to build and foster strong relationships with diverse stakeholders across large corporate clients.

SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.