Financial Onboarding Success Advisor

Posted 3 days ago

virtual vocationsNew York (NY)

Training and Development Specialists Professional and Management Development Training

SENIORITY

Mid

Apply

About the role

Providing comprehensive support to new users, the full-time Financial Onboarding Success Advisor will manage onboarding processes, deliver training, and assist with inquiries related to FACTS products in a remote environment.

Key responsibilities: Support institutions implementing FACTS products/services and follow up on training plans Provide phone support for onboarding inquiries and coordinate post-configuration data exchanges Conduct online training sessions and contribute to documentation and training materialsRequired qualifications: Associate degree in a related field (Bachelor's preferred) Three years of experience in product service or onboarding preferred Solid working knowledge of FACTS/NBS Financial and SIS products Strong computer skills, including proficiency in Microsoft Office applications Excellent customer service experience with the ability to instruct clients effectively

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.