DescriptionRole Overview
The Regional Deputy Head of Client Onboarding leads a multi-disciplinary team of implementation managers and Client Onboarding Specialists to deliver complex multi-stakeholder client implementations across the EMEA region. You will own the regional implementation portfoliodriving predictable on-time launches; elevating client experience; enforcing strong risk and control practices; and continuously improving processes and tools. This role partners closely with Sales Equity Plan Management and Customer Relationship teams within the region to drive end-to-end client delivery excellence.
Job Responsibilities
1) Regional Portfolio & Delivery Leadership
- Own the regional pipeline and portfolio of client implementations from scoping through go-live.
- Ensure standards for planning requirements solution design controls cutover and handover to BAU.
- Run regional governance cadences (intake weekly portfolio reviews retrospective reviews).
- Forecast capacity prioritize work and allocate resources based on complexity risk and client value.
- Ensure consistent delivery against SLAs and KPIs (on-time rate CSAT/NPS).
2) People Leadership & Team Development
- Manage and develop a team of managers and analysts (including Client Onboarding Specialists and/or Implementation managers).
- Support coach and train team leads; identify and develop next-level leadership candidates.
- Ensure appropriate delegation of duties and responsibilities to optimize capacity and accountability.
- Conduct regular all-hands and cross-location meetings to promote connection engagement and knowledge sharing.
- Promote a positive collaborative team culture grounded in accountability and continuous improvement; lead performance management and skills uplift.
3) Client Service Delivery Sales Alignment & Engagement
- Ensure high-quality client service delivery and execution across the regional implementation portfolio.
- Participate in key client meetings and select sales presentations for strategic or complex opportunities to align scope timelines and expectations.
- Serve as escalation point for complex implementations; lead regional updates with internal stakeholders.
- Partner with Sales and Relationship teams on success criteria and delivery plans; translate clear client requirements to client onboarding team for execution.
4) Operational Excellence Issue Resolution Risk & Controls
- Ensure all audit controls tickets reconciliation issues errors and client complaints are triaged promptly and resolved within defined SLAs.
- Drive root-cause analysis and agree/document preventative measures in the approved tracking system; verify closure and effectiveness.
- Enforce adherence to implementation playbooks documentation standards and change-control procedures.
- Ensure implementations meet internal and regulatory requirements (e.g. data privacy information security); maintain audit readiness and oversee remediation plans.
5) Governance Metrics & Reporting
- Track analyze and report operational and delivery metrics on a weekly or monthly cadence to Global Head of Client Onboarding; produce data-driven insights and action plans.
- Ensure non-standard client requests and exceptions are reviewed and approved via the appropriate governance forum before commitment.
6) Strategic Initiatives & Cross-Team Collaboration
- Lead and participate in strategic initiatives that drive training adoption of new tools/processes and cross-team collaboration.
- Collaborate with peer managers to share best practices and standardize ways of working across regions and teams.
- Localize global standards for regional regulatory language and market nuances while maintaining consistency.
Required Qualifications Capabilities and Skills
- Minimum 5 years of experience in client implementations/onboarding program delivery or enterprise deployments within financial services fintech SaaS or a related domain.
- Minimum 5 years of direct people leadership managing managers and analysts in high-performing implementation or onboarding teams.
- Excellent communication both written and oral.
- Risk and controls mindset with familiarity in data handling protocols; ability to enforce documentation and audit control standards.
- Analytical and data-driven; experience interpreting KPI dashboards and using insights to drive action.
- Advanced proficiency in Microsoft Excel PowerPoint and Word; fluency with collaboration and PM tools (e.g. Confluence/SharePoint JIRA/Smartsheet Teams).
- Ability to manage competing priorities in a fast-paced environment.
- Bachelors degree in Business Finance Technology or related fieldor equivalent practical experience.
DescriptionRole OverviewThe Regional Deputy Head of Client Onboarding leads a multi-disciplinary team of implementation managers and Client Onboarding Specialists to deliver complex multi-stakeholder client implementations across the EMEA region. You will own the regional implementation portfoliodri...
DescriptionRole Overview
The Regional Deputy Head of Client Onboarding leads a multi-disciplinary team of implementation managers and Client Onboarding Specialists to deliver complex multi-stakeholder client implementations across the EMEA region. You will own the regional implementation portfoliodriving predictable on-time launches; elevating client experience; enforcing strong risk and control practices; and continuously improving processes and tools. This role partners closely with Sales Equity Plan Management and Customer Relationship teams within the region to drive end-to-end client delivery excellence.
Job Responsibilities
1) Regional Portfolio & Delivery Leadership
- Own the regional pipeline and portfolio of client implementations from scoping through go-live.
- Ensure standards for planning requirements solution design controls cutover and handover to BAU.
- Run regional governance cadences (intake weekly portfolio reviews retrospective reviews).
- Forecast capacity prioritize work and allocate resources based on complexity risk and client value.
- Ensure consistent delivery against SLAs and KPIs (on-time rate CSAT/NPS).
2) People Leadership & Team Development
- Manage and develop a team of managers and analysts (including Client Onboarding Specialists and/or Implementation managers).
- Support coach and train team leads; identify and develop next-level leadership candidates.
- Ensure appropriate delegation of duties and responsibilities to optimize capacity and accountability.
- Conduct regular all-hands and cross-location meetings to promote connection engagement and knowledge sharing.
- Promote a positive collaborative team culture grounded in accountability and continuous improvement; lead performance management and skills uplift.
3) Client Service Delivery Sales Alignment & Engagement
- Ensure high-quality client service delivery and execution across the regional implementation portfolio.
- Participate in key client meetings and select sales presentations for strategic or complex opportunities to align scope timelines and expectations.
- Serve as escalation point for complex implementations; lead regional updates with internal stakeholders.
- Partner with Sales and Relationship teams on success criteria and delivery plans; translate clear client requirements to client onboarding team for execution.
4) Operational Excellence Issue Resolution Risk & Controls
- Ensure all audit controls tickets reconciliation issues errors and client complaints are triaged promptly and resolved within defined SLAs.
- Drive root-cause analysis and agree/document preventative measures in the approved tracking system; verify closure and effectiveness.
- Enforce adherence to implementation playbooks documentation standards and change-control procedures.
- Ensure implementations meet internal and regulatory requirements (e.g. data privacy information security); maintain audit readiness and oversee remediation plans.
5) Governance Metrics & Reporting
- Track analyze and report operational and delivery metrics on a weekly or monthly cadence to Global Head of Client Onboarding; produce data-driven insights and action plans.
- Ensure non-standard client requests and exceptions are reviewed and approved via the appropriate governance forum before commitment.
6) Strategic Initiatives & Cross-Team Collaboration
- Lead and participate in strategic initiatives that drive training adoption of new tools/processes and cross-team collaboration.
- Collaborate with peer managers to share best practices and standardize ways of working across regions and teams.
- Localize global standards for regional regulatory language and market nuances while maintaining consistency.
Required Qualifications Capabilities and Skills
- Minimum 5 years of experience in client implementations/onboarding program delivery or enterprise deployments within financial services fintech SaaS or a related domain.
- Minimum 5 years of direct people leadership managing managers and analysts in high-performing implementation or onboarding teams.
- Excellent communication both written and oral.
- Risk and controls mindset with familiarity in data handling protocols; ability to enforce documentation and audit control standards.
- Analytical and data-driven; experience interpreting KPI dashboards and using insights to drive action.
- Advanced proficiency in Microsoft Excel PowerPoint and Word; fluency with collaboration and PM tools (e.g. Confluence/SharePoint JIRA/Smartsheet Teams).
- Ability to manage competing priorities in a fast-paced environment.
- Bachelors degree in Business Finance Technology or related fieldor equivalent practical experience.
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