Workplace Solutions Implementation Team Lead, Client Onboarding – Nashville

Team:Workplace Solutions Client OnboardingLocation:Nashville TNEmployment Type:Full-time In-officeReports To:Deputy Head of Client Onboarding NAMR

Role Overview

We are looking for an experienced and motivated manager to join our Workplace Solutions Client Onboarding team as Implementation Team Lead in Nashville. This is an exciting opportunity to make a meaningful impact both on the clients we serve and on the talented team you will lead day to day.

In this role you will be a close hands-on leader for a team of Implementation Analysts and Associates responsible for onboarding equity share plan clients. You will oversee the full project lifecycle from initial setup through go-live helping your team deliver accurate timely and high-quality implementations. Over time you will develop deep expertise in our equity compensation platform becoming a trusted subject matter expert and a go-to resource for your team on system configuration and process questions.

You will work closely with the Deputy Head of Client Onboarding NAMR and a broad network of cross-functional partners so that you and your team have what you need to succeed. This role is ideal for someone who thrives in a fast-paced environment genuinely enjoys developing others and is passionate about delivering an exceptional client experience.

Job Responsibilities

Lead Day-to-Day Team OperationsManage and prioritize the daily workload of Nashville-based Implementation Analysts and Associates. Serve as a close supportive resource for the team on questions blockers and client challenges working collaboratively to find solutions and keep work moving forward.

Own Project Portfolio OversightMaintain a real-time view of all in-progress onboarding projects across the team. Proactively identify risks delays and bottlenecks and take action to keep projects on track reducing time to value for clients and ensuring a smooth experience from kick-off to go-live.

Grow into a System Subject Matter ExpertDevelop a thorough understanding of our equity compensation platform and onboarding systems. Over time become the teams go-to SME for system configuration process guidance and best practices supporting your teams accuracy and confidence in their day-to-day work.

Ensure Configuration QualityOversee the accuracy of system configurations completed by the team. Implement and reinforce quality review processes to minimize errors and partner with team members to resolve issues quickly and effectively.

Champion Client SatisfactionSupport your team in delivering a seamless high-quality client onboarding experience. Monitor client satisfaction and take proactive steps to address concerns early stepping in to support complex situations as needed alongside your cross-functional partners.

Develop and Inspire Your TeamProvide regular coaching feedback and development support to analysts and associates. Identify growth opportunities celebrate progress and foster a positive collaborative and inclusive team culture where people feel supported to do their best work and build long-term careers.

Report and Communicate ProgressTrack and share regular updates on project status team performance and key trends with the Deputy Head of Client Onboarding NAMR. Use insights to drive continuous improvement and keep stakeholders informed and aligned.

Required Qualifications Capabilities and Skills

• Experience in client onboarding implementation or project management ideally in equity compensation fintech or financial services

• Prior experience leading supervising or mentoring a team (formal or informal)

• Strong organizational skills with the ability to manage multiple projects and priorities simultaneously

• Excellent communication and stakeholder management skills both written and verbal

• Analytical mindset with strong attention to detail particularly around system configuration and data accuracy

• Proficiency in Microsoft Excel Word and project management tools

• A genuine commitment to delivering a high-quality client experience and building strong relationships

• Curiosity and eagerness to learn new systems and develop deep platform expertise over time

• Bachelors degree in Business Finance Technology or related field or equivalent practical experience

Preferred Qualifications Capabilities and Skills

• Experience with equity share plan administration or equity compensation platforms

• Familiarity with client onboarding metrics such as time to value and customer satisfaction