Enterprise Client Onboarding Specialist

Who we are…
Payactiv, Inc. is a leading financial technology company revolutionizing the way workers access and manage their earnings. As the pioneer of Earned Wage Access (EWA), we empower employees with real-time financial flexibility while enabling businesses to improve workforce engagement and productivity. Our mission is to provide inclusive financial wellness solutions that improve the lives of millions of workers.

Payactiv is seeking an Enterprise Client Onboarding Specialist based in our Milpitas CA office, who is passionate about creating user-centric fintech solutions that empower businesses and workers alike. This role requires a strategic thinker and customer advocate who thrives in a fast-paced environment and excels at cross-functional collaboration. The ideal candidate will have a strong technical background, a deep understanding of financial products, and a relentless focus on delivering exceptional user experiences.

What you will do…

· Able to communicate effectively: escalation concerns, client concerns, launch concerns.

· Ensure activation records are maintained, clearly noted, and up to date on Salesforce for other departments to reference and leverage.

· Monitor and adjust performance based on individual KPIs (launch errors, launch time, DC, pilot duration, launch ownership, etc).

· Launching clients with maximum eligibility to capture maximum enrollments. No delays from the target go live date.

· Work cross-functionally with teams to achieve quarterly business objectives or to work on new ideas.

· Able to creatively and critically think about client issues and provide solutions

· Build a customer service oriented culture - be eager to help the client launch Payactiv services successfully.

· Demonstrate job knowledge for all products and services

· Bring new ideas, initiatives and improvements to the table that will contribute to the activation team or company KPIs.

· Ability to assist team members and internal teams with escalations/etc.

· Serve as the primary point of contact for enterprise clients throughout the onboarding and activation process.

· Manage multiple client implementations simultaneously, ensuring milestones, deliverables, and target launch dates are achieved.

· Lead onboarding, implementation, and activation meetings with clients and internal stakeholders.

· Develop and maintain detailed activation plans, project timelines, and implementation documentation.

· Ensure clients are launched with maximum eligibility to support optimal enrollment and adoption outcomes.

· Monitor client readiness and ensure all required documentation, configurations, integrations, and approvals are completed prior to launch.

· Conduct post-launch reviews to evaluate implementation success and identify opportunities for improvement.

· Build and maintain strong relationships with clients by providing exceptional customer service and support throughout the activation process.

· Effectively communicate launch status, project updates, risks, and timelines to clients and internal stakeholders.

· Address client concerns and escalations promptly while identifying and implementing appropriate solutions.

· Demonstrate professionalism, responsiveness, and a customer-first mindset in all client interactions.

· Partner with Sales, Customer Success, Product, Operations, Payroll, Benefits, Compliance, Technical, and other internal teams to ensure successful client launches.

· Coordinate cross-functional activities required to achieve implementation milestones and business objectives.

· Proactively identify project risks, delays, or obstacles and escalate issues when necessary.

· Support strategic initiatives, process enhancements, and department objectives as assigned.

· Ensure activation records, project notes, and client documentation are accurately maintained and updated in Salesforce and other systems.

· Monitor and manage performance against established KPIs, including launch accuracy, implementation timelines, enrollment outcomes, pilot performance, and client satisfaction.

· Analyze activation results and identify opportunities to improve processes, efficiencies, and client outcomes.

· Maintain a high level of product knowledge and stay informed regarding company products, services, and implementation processes.

· Contribute ideas and recommendations that support continuous improvement and organizational goals.

· Assist team members and internal partners with escalations, implementation challenges, and problem resolution.

· Share knowledge, best practices, and lessons learned to support team development and operational consistency.

· Demonstrate accountability, ownership, and a collaborative approach to achieving team and company objectives.

What you need…