Analyst , Client Onboarding

Position: Analyst I, Client Onboarding
DISA Global Solutions is a leading safety and compliance provider supporting more than 55,000 customers worldwide, including over 30% of the Fortune 500. With 1,600+ team members across 30+ locations, we’ve delivered innovative solutions since 1986 and process more than 20 million orders each year. As a multi-year Top Workplaces award winner, DISA offers competitive pay, robust benefits, and a collaborative, growth-focused culture.

Employees enjoy ongoing training through our internal learning and development team, monthly appreciation events, and numerous opportunities for career advancement.

Position Summary:

The Analyst I, Client Onboarding supports end-to-end client onboarding, implementation, and migration activities for assigned accounts by coordinating onboarding tasks, gathering and documenting client requirements, supporting platform configuration activities, and assisting with onboarding execution. This position works collaboratively with clients and internal stakeholders to support timely onboarding completion, operational readiness, and positive client experiences while applying knowledge of onboarding workflows, platform capabilities, operational process, and implementation best practices.

Essential functions, responsibilities:

Lead client onboarding by delivering platform demonstrations and training that clearly explain functionality, configuration options, and the onboarding process.

Resolve client issues by proactively addressing onboarding concerns, implementation risks, and questions while maintaining strong client relationships.

Support clients through onboarding by providing guidance and enablement throughout onboarding, implementation, and migration activities.

Gather and validate requirements by partnering with clients to document onboarding needs and align them to scalable solutions.

Analyze workflows to identify process gaps and support accurate configuration and implementation activities.

Translate business needs into clear, standardized onboarding and migration requirements that support system setup and data accuracy.

Recommend onboarding solutions aligned with established procedures, best practices, and operational standards.

Apply platform expertise by maintaining strong knowledge of system functionality, configuration capabilities, troubleshooting practices, and downstream impacts.

Use onboarding technologies including CRM tools, compliance platforms, and project management systems to support implementation activities.

Collaborate cross‑functionally with internal teams to coordinate onboarding tasks, resolve issues, and support implementation progress.

Communicate with stakeholders by facilitating status meetings, sharing timelines, and outlining expectations and action items.

Escalate risks by identifying delays, configuration issues, or operational concerns that require additional support.

Coordinate onboarding projects by managing timelines, deliverables, kickoff activities, dependencies, and follow‑ups across multiple accounts.

Follow structured processes to ensure consistent onboarding delivery aligned with established workflows and best practices.

Maintain documentation by keeping accurate records, updating project tracking, and supporting process improvements that enhance client experience and operational quality.

Perform additional duties as assigned by management.

Key

Skills and Experience:

Bachelor’s degree in business administration or a related field required. An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
2+ years of experience in client onboarding, implementation support, customer success, account coordination, or related client-facing operational roles required.

Strong organizational skills with the ability to support multiple onboarding projects and effectively prioritize routine tasks, deliverables, and follow-up activities in a fast-paced environment.

Demonstrated ability to proactively identify, communicate, and support resolution of onboarding issues, client concerns, and time-sensitive implementation activities.

Effective problem-solving and stakeholder management skills with a solution-oriented…