Senior Client Onboarding Specialist

Are you a strategic problem-solver who thrives on managing complex projects and building strong client relationships? Join Cadex as a Senior Client Onboarding Specialist and help deliver exceptional onboarding experiences that drive long-term customer success.

Summary

Lead complex client onboarding projects from planning through implementation, partnering with clients and cross-functional teams to ensure a seamless experience. This role combines project leadership, client relationship management, process improvement, and team mentorship to drive successful outcomes and elevate the overall onboarding function.

Who We Are

Cadex Solutions Corporation is an international holding company formed by Trivest Partners LP to build the premier provider of commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 800 employees serving over 1,000 clients across all industries from locations including the United States, Colombia, Brazil, Romania, Italy, India, Singapore, and South Africa.

Since 2019, Cadex has been putting together a strong portfolio of ARM companies, including

• A.G. Adjustments, formed in 1974 and headquartered in Melville, NY
• D&S Global Solutions, formed in 1997 and fully remote
• ABC-Amega, formed in 1929 and headquartered in Buffalo, NY
• TranSubro, formed in 2012 and headquartered in Oceanside, NY
• DAL, formed in 1974 and headquartered in Clifton Heights, PA
• Insurance Recovery Group, founded in 1994 and headquartered in Marlbourgh, MA.
• Receivables Control Corporation, founded in 1970 and headquartered in Maple Grove, MN.

OBJECTIVE

The Senior Client Onboarding Specialist, Client Onboarding is responsible for leading the successful delivery of complex client onboarding initiatives while serving as a subject matter expert within the onboarding function.

In addition to executing onboarding projects end-to-end, this role plays a critical part in driving process consistency, mentoring team members, and influencing cross-functional stakeholders to deliver a high-quality, scalable onboarding experience aligned with the One Cadex strategy.

This role operates as a senior individual contributor with expanded ownership across complex implementations, process improvement, and internal leadership.

PRIMARY JOB DUTIES

1. Client Onboarding Execution
   • Lead onboarding for complex, high-priority, or non-standard client implementations, including multi-entity or custom configuration projects
   • Own project strategy in addition to execution (e.g., defining approach, sequencing, and dependencies)
   • Anticipate and proactively resolve cross-functional risks, gaps, and ambiguity
   • Serve as escalation point for project-level challenges before Manager/VP involvement
   • Ensure alignment to One Cadex implementation standards, identifying deviations and driving resolution
2. Client Relationship Management
   • Act as a trusted advisor to client stakeholders, particularly for complex implementations
   • Lead difficult client conversations, including scope clarification, delays, and issue resolution
   • Drive expectation management at a more strategic level, not just status updates
   • Identify opportunities to enhance client value and onboarding experience

3.   Process Ownership & Continuous Improvement

1. • Identify systemic issues across onboarding projects and propose scalable solutions
   • Lead or contribute to development of onboarding playbooks, templates, and best practices
   • Drive consistency in onboarding execution across project types (1P, 3P, BPO, complex)
   • Partner with leadership to refine KPIs, reporting structures, and operational workflows
   • Support automation and optimization initiatives
2.  Cross-Functional Leadership
   • Act as a functional lead across Sales, IT, Product, and Operations for assigned projects
   • Influence decision-making without direct authority to remove blockers and drive outcomes
   • Translate business requirements into actionable onboarding plans for internal teams
   • Support alignment across stakeholders when requirements or ownership are unclear
3. Team Support & Mentorship
   • Provide guidance and informal coaching to onboarding specialists
   • Review onboarding plans, deliverables, and client communication for quality assurance
   • Share best practices and lessons learned across the team
   • Support onboarding and training of new team members

SECONDARY JOB DUTIES

• Continuously seeking opportunities for process improvement and propose ideas
• Foster effective communication and collaboration between countries and cultures within all regions
• Assist in operations project work as required
• Act as backup to other members of the operations organization
• Maintain a high level of professionalism and confidentiality with all information entrusted with

OTHER JOB DUTIES 

This position will perform other duties as requested. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without advanced notice.

SUPERVISORY RESPONSIBILITY

This position assists with some supervisory responsibilities

WORK HOURS

It is essential that this position adhere to the assigned work schedule of 8am -5pm EST. This is a full-time position and may vary based on the individual’s time zone, subject to change with advanced notice. Schedules may also vary by region, department, client, and/or team. Schedules will be assigned on an individual basis by the manager/supervisor of the position.

TRAVEL

This position is expected to travel [3-5] times per year, to [various corporate offices or meetings, conferences, etc.]

WORK ENVIRONMENT

This job is operated either in an office setting or a remote work environment. This role may routinely be used in standard office equipment such as computers, headsets, telephones, webcams, photocopiers/printers, and related. The noise level in the office setting is limited to quiet, and the work environment noise level will vary based on the individual’s remote work environment.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear and work with others through verbal and written contact. This is a largely sedentary role; however, the employee is occasionally required to stand, walk, use hands, and reach with hands and arms. Specific vision abilities required by this job include general seeing and close vision. Repetitive motion is frequently required through typing and computer mouse usage. Mental requirements include simple and complex reading, simple and complex writing, memorization, analyzation, perception/comprehension, decision making, planning, independent action, and planning.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

EEO STATEMENT

Cadex provides equal employment opportunities to all employees without regard to race, color, creed, religion, sex, age, national origin, disability, marital status, familial status, predisposing genetic characteristics, domestic violence victim status, gender identity or expression, pregnancy, sexual orientation or military status.

COMPETENCIES

• Advanced Client Relationship Management
• Strategic Problem Solving & Risk Mitigation
• Cross-Functional Leadership & Influence
• Process Improvement & Operational Excellence
• Project Ownership & Execution
• Mentorship & Knowledge Sharing
• Executive Communication & Presence

REQUIRED EDUCATION AND EXPERIENCE

•             Bachelor’s degree in Business, Operations, Communications, or related field

•             6–9 years of client onboarding, implementation, or project management experience

•             Demonstrated experience managing complex, multi-layered client implementations

•             Advanced project management, problem-solving, and stakeholder management skills

•             Strong ability to influence cross-functional teams and drive alignment

FLUENCY

This position requires fluency in the English language.

ADDITIONAL ELIGIBILITY REQUIREMENTS/RESPONSIBILITIES/QUALIFICATIONS

None required for this position