Senior Manager, Treasury Client Onboarding

Elevate your career with Central 1 as Senior Manager for Treasury Client Onboarding in a hybrid work environment. Focus on client onboarding, operational execution, and reporting excellence to support sales.
In this senior management role, you will lead all client onboarding activities for Treasury Client Sales and New Business. Your responsibilities include managing documentation, ensuring seamless experiences, and creating insightful reporting dashboards. You'll directly impact strategies that drive growth and enhance operational efficiency.

Key Responsibilities:

• Oversee all client onboarding and documentation management

• Develop and maintain insightful reports and dashboards

• Ensure Salesforce accuracy as a central CRM tool

• Draft professional client communications and manage distribution

• Coordinate operational activities and monitor team deliverables
Requirements:

• Minimum 10 years in client onboarding or operations roles

• Advanced Salesforce and CRM proficiency required

• Strong analytical skills with reporting experience

• Excellent written communication and organizational skills

• University degree in Business, Finance, or related field
Drive onboarding success and operational excellence while supporting Central 1’s Treasury Client Sales.
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