Onboarding Specialist

Onboarding Specialist
Reports To:        Director, Fraud Alert Network
Department:      Fraud Alert Network

BAI and RMA have come together as ProSight Financial Association, an organization whose purpose is to empower financial services leaders to strengthen and advance the industry.  The strategic combination of two influential non-profit organizations brings together BAI’s expertise in serving the retail banking and regulatory compliance functions and RMA’s experience in serving the commercial banking and risk management functions.  Our industry-leading offerings include: research & comparative analytics, decision support tools, learning and development, thought leadership, large industry events and executive peer sharing roundtables and forums.

As the ProSight brand is established, we will be incubating and bringing to market new offerings that serve the evolving needs of the banking industry. One of these will be an online Fraud Community focused on connecting and improving fraud-related communication within the industry. This offering is intended to embody the ProSight core values of Trust, Collaboration, Innovation, and Impact.

The Onboarding Specialist plays a critical role in developing, enhancing, and scaling the community, supporting the hundreds of financial institutions and thousands of users who will rely on it to collaborate, share knowledge, and drive innovation in financial fraud prevention. This position involves frequent collaboration with internal and external stakeholders, a hands-on approach to managing and resolving issues, and a strong focus on delivering a seamless and engaging community experience for members.

Responsibilities

• Manage community member onboarding, plan project delivery activities, and manage the scope of technical project initiatives for our online community of financial fraud professionals.
• Develop and implement streamlined onboarding processes to deliver an exceptional Day 1 experience and ensure that new members quickly derive value from the community.
• Activate member engagement by creating and maintaining member resources, such as guides, videos, FAQs, and online chats that are tailored to the needs of financial fraud professionals.
• Collect and analyze feedback from new members to identify continuously improve the onboarding experience and overall functionality of the community platform.
• Collaborate with internal teams (technology, content, marketing) and external stakeholders (banking customers’ technical teams and partner organizations) to align on priorities and project goals.
• Document business requirements and drive effective project execution.
• Keeping security and privacy top of mind, work to identify, address, and mitigate risks or issues that arise during customer onboarding or project execution.
• Develop detailed project plans, progress reports, and reporting dashboards to keep stakeholders informed. Deliver regular project status reports.

• Collaborate with product and technical teammates to ensure platform features meet user needs and provide an exceptional experience. Oversee quality testing of new features or integrations to ensure optimal functionality.
• Work closely with the technology teams of member and partner organizations to ensure smooth integration of their systems with the community platform.
• Monitor platform usage metrics and identify and recommend opportunities to enhance performance and user engagement.

• Bachelor’s degree in Business Administration, Computer Science, or a related field. Advanced degree and/or certification in Project Management are a plus.

• 5+ years of professional experience in project management or business analysis, with a proven record of successful delivery, preferably in digital/Web-based products or online communities.
• Proficiency with project management methodologies (Agile, Scrum, Waterfall) and tools (JIRA, Asana, Trello, Monday.com) is desired.
• Superior analytical and problem-solving skills, with the ability to translate business needs into technical solutions.
• Excellent communication and interpersonal skills; comfortable interacting with a variety of internal and external professional stakeholders.

• Strong organizational skills and the ability to manage several projects concurrently, take accountability and follow through with tasks to completion.

• Ability to collaborate with technical teams to translate business objectives into well-defined requirements, resulting in the delivery of engaging, scalable digital solutions.

• Broad experience and proficiency with digital/social platforms, Web technologies, and user experience design.
• Working knowledge of UI/UX principles and ability to translate user needs into functional requirements.
• Solid grasp of database management and content management tools.

• Familiarity with banking operations, fraud detection methodologies, and/or risk management frameworks is desired.

The salary range for this position is $65,000 - $85,000.  Compensation offered will be determined by skills, experience, education, job-related knowledge and market considerations.  This role is eligible for an annual incentive plan based on business results and individual performance. 

ProSight will not sponsor applicants for work visas and as a precondition of employment, you must be authorized to work in the United States permanently.