Project Onboarding Executive I

JOB RESPONSIBILITIES:

★    Manage project and case onboarding from intake to handoff, ensuring complete and accurate records, documents, and approvals.

★    Validate onboarding requests for completeness, accuracy, authorized scope, and setup readiness; resolve gaps on time.

★    Maintain accurate project, case, claimant, contact, scope, billing, and operational records in approved systems.

★    Perform searches and validation checks to prevent duplicates, data gaps, incorrect associations, and rework.

★    Interpret approved agreements, SOWs, pricing, and onboarding instructions to align system and service setup.

★    Review, organize, upload, and track onboarding documents; manage deficiencies through closure.

★    Coordinate with internal teams to clarify requirements, resolve blockers, and confirm downstream readiness.

★    Support billing and service configuration setup, validation, approval, creation, and quality review.

★    Complete readiness and quality checks before activation, reassignment, or closure.

★    Prioritize concurrent work, meet TAT and SLA commitments, and communicate risks or delays proactively.

★    Resolve routine issues and escalate unclear instructions, access gaps, quality concerns, or timeline risks.

★    Maintain audit-ready records through accurate notes, updates, approvals, checklists, and closure evidence.

★    Identify improvements to simplify work, reduce manual effort, prevent errors, and strengthen controls.

★    Build cross-functional knowledge to support coverage, transitions, and service continuity.

★    Communicate updates clearly through emails, meetings, tickets, and status reports.

★    Support additional operational, administrative, reporting, and improvement activities as needed.

KNOWLEDGE, SKILLS AND ABILITIES:

Education & Experience:

★    Bachelor's degree in any stream.

★    Candidates with up to 3 years of experience in client interactions and document processing are encouraged to apply.

Preferred:

★    Prior exposure to legal services, insurance operations, document processing, contract review, billing setup, or case administration is a plus.

Technical Skills:

Required:

• High attention to detail with a consistently professional approach.
• Strong verbal, written, and presentation skills, with the ability to understand ARCHER’s business and communicate clearly in a team environment.
• Advanced MS Office skills, including Excel formulas, tables, formatting, dashboards, Power Query, macros, and Outlook mailbox/calendar management.
• Working knowledge of advanced Excel, SQL, and visualization tools such as Power BI or Tableau, or willingness to learn.
• Familiarity with Power Automate, AI tools, or similar solutions to reduce repetitive work and improve efficiency.
• Strong phone etiquette, verbal communication, and active listening skills.
• Ability to multitask, prioritize effectively, and manage time across concurrent cases, tasks, and tickets.
• Ability to quickly learn and work across case-management, ticketing, document-management, billing, and workflow systems.

• Comfort using trackers, spreadsheets, dashboards, checklists, and audit evidence to monitor status, deficiencies, quality, and deadlines.
• Strong analytical and reconciliation skills to identify gaps, inconsistencies, duplicates, and downstream risks.