Compliance Onboarding Specialist

DISA•Wilmington, NC

1d•Onsite

About The Position

As a Compliance Onboarding Specialist, you will lead client transitions from a legacy compliance tracking platform by combining account management, consultative sales, and project coordination skills. This client-facing role involves managing outreach, conducting demos, gathering requirements, and guiding clients through a smooth migration process. Success requires technical proficiency, strong organization, and the ability to work independently and cross-functionally, with opportunities to provide training and improve processes along the way.

Requirements

High School Diploma or GED required
At least 3 years of support/account management experience.
Proven success independently managing multiple client migrations end-to-end, meeting deadlines while adapting to evolving processes and ambiguity.
Skilled in prioritizing tasks, tracking KPIs, and proactively identifying bottlenecks with actionable solutions for leadership.
Strong communicator with experience using templates and client portals to manage high-volume outreach and respond efficiently to inbound messages.
Able to explain technical concepts clearly to non-technical users and navigate platform functionality with ease.
Demonstrated stakeholder management and business acumen, translating organizational needs into standardized, implementation-ready requirements.
Experienced in account migrations, customer onboarding, and system integrations across complex platforms, including CRM and project management tools.
Quick to learn new software, detail-oriented, and effective in fast-paced environments.
Collaborative team player who helps standardize processes and escalate improvement opportunities across client engagements.

Nice To Haves

Associate’s degree preferred.

Responsibilities

Serve as the primary point of contact for clients through the steps of the account migration process – overcome and relieve hesitancy or concerns in moving to the new platform.
Provide excellent client care and interface seamlessly with a client’s existing account representative, meeting individually with the client as appropriate and discerning when to involve or flag any important issues for the representative.
Deliver succinct product demonstrations tailored to client needs and clearly describe the new platform's option set.
Quickly learn and understand both the legacy and target platforms, as well as client-specific configurations and requirements.
Identify gaps between current client configurations and the new platform’s capabilities and develop solutions with internal configuration teams.
Ensure timely transitions, in part by driving client adherence to requirement-gathering timelines, by ensuring standardization across the migration process, and by working with clients to appropriately employ our standard set of configuration options for the platform.
Engage stakeholders representing multiple sub-accounts at a client: understand if and how sub-account needs may vary, and as appropriate, harmonize any differences across the client organization to ensure a unified presence on the new platform.
Provide select, time-efficient onboarding support and training for clients pre- and post-migration.
Manage multiple migrations simultaneously with attention to detail and deadlines.
Use structured processes and tools to track and report on project progress.
Recommend improvements to the migration process for greater efficiency and client satisfaction.
Clearly communicate and collaborate with multiple internal teams to ensure quality and on time delivery.
Performs other related duties as assigned.