Compliance Onboarding Specialist

DISA Global Solutions is an industry-leading safety and compliance solutions provider with customers across the Globe since 1986 and more than 1200 Team members across more than 30 locations. When you join the DISA Team you join an industry leader that more than 30% of fortune 500 companies use. With a rich history of IT innovation we have more than 55000 customers and complete more than 10 million orders each year.

DISA is proud to be a Top Workplaces award winner across multiple locations in 2023. We offer competitive pay a robust benefits package and an exciting place to work. We have a collaborative and team-oriented culture with numerous opportunities for career advancement. We host monthly appreciation events and our internal learning and development team provides the resources for employees to engage in continuing education and training.

Position Summary:

As a Compliance Onboarding Specialist you will lead client transitions from a legacy compliance tracking platform by combining account management consultative sales and project coordination skills. This client-facing role involves managing outreach conducting demos gathering requirements and guiding clients through a smooth migration process. Success requires technical proficiency strong organization and the ability to work independently and cross-functionally with opportunities to provide training and improve processes along the way.

Essential functions responsibilities:

• Serve as the primary point of contact for clients through the steps of the account migration process overcome and relieve hesitancy or concerns in moving to the new platform.
• Provide excellent client care and interface seamlessly with a clients existing account representative meeting individually with the client as appropriate and discerning when to involve or flag any important issues for the representative.
• Deliver succinct product demonstrations tailored to client needs and clearly describe the new platforms option set.
• Quickly learn and understand both the legacy and target platforms as well as client-specific configurations and requirements. Identify gaps between current client configurations and the new platforms capabilities and develop solutions with internal configuration teams.
• Ensure timely transitions in part by driving client adherence to requirement-gathering timelines by ensuring standardization across the migration process and by working with clients to appropriately employ our standard set of configuration options for the platform.
• Engage stakeholders representing multiple sub-accounts at a client: understand if and how sub-account needs may vary and as appropriate harmonize any differences across the client organization to ensure a unified presence on the new platform.
• Provide select time-efficient onboarding support and training for clients pre- and post-migration.
• Manage multiple migrations simultaneously with attention to detail and deadlines. Use structured processes and tools to track and report on project progress.
• Recommend improvements to the migration process for greater efficiency and client satisfaction.
• Clearly communicate and collaborate with multiple internal teams to ensure quality and on time delivery.
• Performs other related duties as assigned.

Key Skills and Experience:

• High School Diploma or GED required Associates degree preferred
• At least 3 years of support/account management experience.
• Proven success independently managing multiple client migrations end-to-end meeting deadlines while adapting to evolving processes and ambiguity.
• Skilled in prioritizing tasks tracking KPIs and proactively identifying bottlenecks with actionable solutions for leadership.
• Strong communicator with experience using templates and client portals to manage high-volume outreach and respond efficiently to inbound messages.
• Able to explain technical concepts clearly to non-technical users and navigate platform functionality with ease.
• Demonstrated stakeholder management and business acumen translating organizational needs into standardized implementation-ready requirements.
• Experienced in account migrations customer onboarding and system integrations across complex platforms including CRM and project management tools.
• Quick to learn new software detail-oriented and effective in fast-paced environments.
• Collaborative team player who helps standardize processes and escalate improvement opportunities across client engagements.

The pay range for this position is listed below. Your actual pay rate will vary based on: Geography Skill-Set and applicable Local and State Pay Practices. Any questions please contact our DISA Recruiting Team at

Job Pay Range

EOE/M/F/Vet/Disability