Client Implementations Pre-Onboarding Specialist

The Clearing House•Charlotte, NC

30d•Hybrid

About The Position

The Client Implementations Pre-Onboarding Specialist supports the pre-onboarding and implementation readiness of Financial Institutions (FIs), credit unions, and third-party service providers (TPSPs) adopting The Clearing House (TCH) payment products across multiple payment networks. This is a client-facing role responsible for coordinating pre-onboarding activities following contract execution, guiding clients and TPSPs through onboarding requirements, and ensuring timely completion of implementation readiness milestones. The Specialist partners closely with the Client Implementation Engineers and internal stakeholders to support client engagements, facilitate discussions, and drive successful pre-onboarding outcomes. About The Clearing House: The Clearing House Payments Company L.L.C. is a bank-owned industry utility that shapes the payments landscape and provides infrastructure for safe, reliable, and efficient payments. We see an economy where everyone is connected and a future where modern payments make life easier. The Clearing House operates four payment systems: a high-value wire-transfer system (the CHIPS® network), the country’s first and largest instant payments system (the RTP® network), an automated clearinghouse network (the EPN® network), and a check image exchange network (the Image Exchange Network). TCH also operates a bank account number tokenization service, runs a payments association known as the TCH Payments Authority, and maintains the rules for private-sector check image exchange through its ECCHO® business line.

Requirements

Minimum 3–5 years of experience in an operational, onboarding, implementation support, or client-facing role; banking or financial services background preferred
Strong verbal and written communication skills
Experience documenting operational processes and requirements
Detail-oriented with strong organizational and problem-solving skills
Ability to manage multiple priorities and coordinate across internal and external stakeholders
Proficiency in Excel, PowerPoint, and Word

Nice To Haves

Degree related to business, economics, or a related field
Experience with payment products and financial services operations (e.g., RTP, ACH, wires, card networks)
Experience working with third-party service providers or external partners
Strong analytical and organizational skills
Ability to think strategically and contribute to process improvement, standardization, and scalability initiatives

Responsibilities

Support pre-onboarding of new customers across TCH payment products by coordinating activities with banks, credit unions, and TPSPs
Serve as a primary point of contact during pre-onboarding, managing communication, scheduling, and progress tracking
Lead client-facing meetings to review pre-onboarding requirements, timelines, and next steps
Support discussions related to agreements, access requirements and client profile options
Assist with agreements initiation and execution for new customers and partners
Support relationships with TPSPs and connectivity providers
Track pre-onboarding progress, identify risks or delays, and escalate issues to ensure timelines are met
Contribute to the development and standardization of pre-onboarding processes as the team expands to support additional TCH payment networks
Identify opportunities to improve efficiency and enhance the client pre-onboarding experience
Coordinate with internal teams including Sales, CRM, Legal and Client Implementations to support pre-onboarding activities
Support post go-live activities, including client and TPSP follow-up, coordination of updates, and ongoing communication
Monitor and report on participant counts, et al.
Contribute to Pre-Onboarding Team self-identified risk efforts