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GLOBE TAX SERVICES INCORPORATED

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Project Manager (Client Onboarding)

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Position: Project Manager (Client Onboarding)

Department: Product

Working hours: Monday - Friday 9:00AM - 5:00PM EST

Location: New York City, hybrid

The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding for GlobeTax’s largest and most complex clients. The role involves non-technical project management – coordinating client onboarding across internal and external stakeholders – to support analysis, sales, and onboarding for some of the world’s leading financial institutions.

The ideal candidate combines strong analytical, organizational, and communication skills with a proactive approach to managing complexity and driving clarity across teams. This is an excellent opportunity for a motivated professional who enjoys solving problems, coordinating high-stakes projects, and continuously improving systems that support client success and business growth. The Project Manager (Client Onboarding) reports to the Director of Product.

Responsibilities

Project Management

  • Provide end-to-end project management support for onboarding large and complex financial institutions.
  • Create and maintain detailed project plans, timelines, and deliverables for all onboarding initiatives; ensure on-time execution.
  • Schedule client calls and internal meetings, determining relevant participants, coordinating schedules, and preparing agendas.
  • Document and distribute meeting minutes, decisions, and action items; follow up to ensure timely completion.
  • Track project progress and prepare status updates and reports for senior management and client stakeholders.
  • Identify project risks and proactively escalate issues or bottlenecks to ensure resolution.
  • Support continuous improvement of onboarding processes by identifying inefficiencies and proposing scalable solutions.

Digital Transformation Support

  • Identify opportunities for automation and process improvement to enhance efficiency within onboarding and client servicing workflows.
  • Collaborate with internal teams to implement new tools and systems that improve project tracking, business development, and client success.
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