Senior Analyst – Alpha Onboarding Automation - Assistant Vice President
Core
Identify and automate manual client onboarding activities across batch operations, configuration, and testing workflows to improve operational efficiency.
Role type
Senior process automation analyst (client onboarding)
Builds
Automated onboarding workflows and reduced manual effort for client implementation
Domain
Asset management operations / Client onboarding
Required skills
process mapping, requirements translation, stakeholder engagement, automation opportunity identification, UAT coordination, data tracking
Preferred skills
Alpha platform experience, environment management, RPA concepts, workflow orchestration, AI-powered productivity tools
Technologies
RPA platforms, workflow orchestration tools, AI productivity tools
Responsibilities
Review onboarding activities to identify automation candidates; Document current-state processes and requirements; Partner with delivery teams to transition opportunities; Track initiatives from intake to deployment; Measure efficiency gains and adoption metrics.
Seniority
Senior, hands-on IC
