Onboarding and Operations Senior Analyst

Posted 22 Hours Ago
Be an Early Applicant
Wilmington, DE
Mid level
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world.
The Role
The Onboarding and Operations Senior Analyst will manage onboarding projects, support client relationships, and ensure smooth transitions from sales to operations. Responsibilities include developing training plans, maintaining the CRM database, coordinating with internal teams, and monitoring processes to improve onboarding efficiency. Strong organizational and problem-solving skills are essential.
Summary Generated by Built In

Job Description
Onboarding and Operations Senior Analyst
Hybrid-Wilmington, DE
Monday to Friday 9:00 a.m. to 6:00 p.m.
Candidates for this position must be eligible to work without sponsorship. Time on-site or time zone may be necessary based on business need.
Some of the things you will be doing:
The Onboarding and Operations Senior Analyst candidate will support the Business teams in managing and/or leading key operations processes for all engaged client relationships ensuring superior and accurate execution of all service offerings. Deliverables include administration services provided to private equity funds, including:

  • Assist or lead all end-to-end onboarding projects within tight deadlines, ensuring all onboarding tasks are documented and completed on time
  • Assist with developing training plans for new joiners and support the smooth integration and journey of new team members' into the team culture during their first year of service
  • Manage and maintain our client CRM database via Salesforce
  • Prepare project plans, task trackers, contact lists, Service Level Agreements, and other onboarding materials for each engagement/project
  • Establish process to prioritize tasks for new client onboards and key operations activities
  • Encourage and support a positive transition for clients from the sales team
  • Execute and coordinate the transition process for clients to the Operations team (BAU)
  • Provide operations support for the business to the Operations Director
  • Monitor and refine processes and procedures to utilize the skills and abilities of administrative support personnel and the onboarding process more effectively
  • Ensure key processes and onboarding goals and targets are met for a smooth transition to the client management teams
  • Develop and maintain positive business relationships with the Sales organization at all levels to facilitate sales growth and to ensure smooth and timely starts
  • Liaise with key stakeholders including legal, compliance, and LOB operations leaders to remove roadblocks impeding the On-boarding and Remediation process
  • Assist with developing and presenting KPI for and to the Operations Director
  • Think outside the box! Identify workarounds to achieve the client's goals, coordinate conversations with internal business partners on client processes and expectations and educate teams on key features and functionality of each client engagement
  • Analyze project success vs challenges, and improve on processes to make each new onboard more successful than the last
  • Must be able to manage changing priorities and accomplish multiple detailed tasks to meet deadlines
  • Lead Operations projects, including but not limited to the annual SOC 1 Type II audit, gathering client analytics, and reporting on client data as required
  • Ability to work both independently and contribute to the cohesion of a team
  • Internal responsibilities (filing, status reports, time tracking, etc.)


What technical skills, qualifications, and experience do you need?

  • Bachelor's degree or equivalent work experience, master's degree in business management is a plus
  • PMP certification preferred but not required
  • Strong change control management skills
  • Strong organizational skills and excellent with details and follow-up
  • Problem solving, the ability to understand interpret complex problems, issues and supporting data, then translate them into useable solutions
  • Experience managing client relationships
  • High competency in both verbal and written communications, interpersonal skills to interact effectively with different types of people and approaches, outgoing and proactive to accomplish tasks
  • Applicants must be assertive and confident in dealing with people of different cultures, opinions, and outlooks
  • Experience with Microsoft Office and project management applications a plus


#LI-SP1
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC®, we're always looking ahead, finding ways to improve and anticipate the future needs of our customers. Curiosity fuels our innovation and productivity drives our results. This proactive mindset has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 120 years.
CSC is committed to attracting, developing, and retaining talented people whose personal values align with ours. We empower our employees to bring the right solutions to market to meet customer demand. That is why we are the premier provider of global solutions for more than 180,000 businesses.

  • CSC is a great place to work with smart and dedicated people. We have been voted a Top Workplace every year since 2006 and are a 2022 National Top Workplace.
  • We offer challenging work and career opportunities. Most positions are filled with internal moves and employee referrals.
  • Employees are eligible for an annual success sharing bonus or commission plans based on role and individual performance.
  • CSC offers excellent benefits, including medical, dental, life insurance, and flexible spending and health savings accounts. We also offer you a 401(k) with employer match and profit-sharing, paid time off, tuition reimbursement, and more.
  • Our global standard for our work environments supports current and future technology initiatives through open design, sit-stand workstations, and digital interface points with wireless access throughout the campus. It's an exciting time for us in terms of growth and expansion.

What the Team is Saying

Dean
Angie
Mary Ellen
Luke
Ron
Jill
George
Kitty
Halley
Bharti
Audrey
Steve
The Company
HQ: Wilmington, DE
8,000 Employees
Hybrid Workplace
Year Founded: 1899

What We Do

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Why Work With Us

CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

CSC Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQWilmington, DE
Singapore
Singapore
Singapore
Italy
Luxembourg
Abu Dhabi
Amsterdam
ATHENS
Auckland, NZ
Bengaluru
Brussels
Company Office Image
Buffalo Grove, IL
Cambridge
Chennai, IN
Chicago, IL
Dubai
Dublin
Fleming Court, Dublin
Frankfurt
Gurugram
Pennsylvania
Helsinki
Copenhagen
Lewisville, TX
London
London
Maarsbergen
Melbourne, Australia
Mumbai
Oslo
Paris
Paris
San Diego, CA
São Paulo
Sophia Antipolis
Sydney, Australia
Japan
Wiesbaden
Yarmouth, Canada
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account