Client Onboarding Manager

Client Onboarding Manager

Hyderabad, India

Hybrid

Job Summary

The Client Onboarding Manager will lead and oversee the execution of client onboarding activities across onshore and offshore teams, with a primary focus on driving efficiency, consistency, and high-quality delivery. This role serves as a central coordination point across cross-functional partners, ensuring seamless onboarding, data migration, and offboarding processes while maintaining strong governance, reporting, and operational discipline. This role plays a key part in delivering a seamless onboarding experience, with exposure to KYC, deal documentation, and lifecycle events.

Key Responsibilities

• Own and manage end-to-end onboarding activities for routine to moderately complex client engagements (L1 L3).
• Execute and oversee onboarding workflows, ensuring adherence to defined processes, timelines, and quality standards.
• Support the full onboarding lifecycle, including client setup and activation.
• Data migration coordination and tracking.
• Offboarding, transitions, and deal closures.
• Ensure all onboarding documentation, deliverables, and records are accurately completed and maintained.
• Act as the primary coordination point across internal teams to drive seamless onboarding execution, including kickoffs, status calls, and follow-ups.
• Track cross-functional dependencies and proactively follow up to ensure timely completion of tasks.
• Identify risks and blockers early, escalating issues to senior onboarding leadership as appropriate.
• Coordinate and review KYC/AML documentation (entity data, ownership, tax forms).
• Assist with deal document review (credit agreements, fee letters, legal docs).
• Support closing readiness, ensuring all required documentation is complete and accurate.
• Ensure compliance with internal policies and regulatory standards.
• In larger programs: Own the execution and tracking of sub-workflows within broader onboarding programs.
• Ensure all workflow tasks are completed, validated, and formally signed off in accordance with governance standards.
• Perform readiness assessments in advance of key onboarding milestones and go-live events.
• Coordinate and monitor data migration activities, providing regular updates on status, risks, and dependencies.
• Partner with technology, data, and operations teams to ensure data accuracy, completeness, and integrity.
• Support validation, reconciliation, and issue resolution related to migrated data.
• Escalate discrepancies or delays to ensure timely remediation.
• Lead the coordination and execution of client or deal offboarding activities, ensuring smooth and controlled transitions.
• Track and validate closure activities, including account shutdowns, data transfers, and reconciliations.
• Ensure all offboarding activities comply with regulatory, contractual, and operational requirements.
• Deliver regular status reporting on onboarding progress, risks, milestones, and performance metrics.
• Maintain and enhance onboarding tracking tools and dashboards (eg, workflow trackers, migration logs, sign-off records).
• Provide reporting and insights to senior onboarding leadership and key stakeholders.
• Drive continuous improvement by identifying process inefficiencies, risks, and opportunities to enhance scalability, automation, and overall onboarding effectiveness.
• Identify workflow gaps and support improvements to onboarding processes.
• Contribute to SOPs, templates, and best practices for agency onboarding.
• Lead client onboarding communication, including kickoff calls, recurring status updates, and meeting recaps, ensuring clear alignment across stakeholders.
• Establish and manage onboarding frameworks, including folder structures, checklists, and required setup activities (eg, SFTP, distribution lists, bank setup).

Key Skills

• Onboarding coordination
• Cross-functional stakeholder management
• Workflow management governance
• KYC/AML documentation
• Deal document review
• Data migration oversight
• Offboarding transition management
• Reporting and insights
• Process improvement