Client Onboarding Manager

31.03.2021 hccgKC Careers


C2FO is a global financial technology company that provides convenient, cost-effective access to the working capital businesses of all sizes need to thrive. C2FO has more than 450 employees worldwide, headquartered in Kansas City, and operations throughout Europe, India, Asia Pacific, and Australia.

Since 2008, C2FO’s online platform and innovative financial products have accelerated payments by more than $1 billion in working capital each week for companies in over 180 countries.

 C2FO is Working Capital. Working for Everyone. For more information, visit

Commitment to Diversity and Inclusion 

 Pollen, Inc. (C2FO) believes that unique backgrounds and individual voices strengthen our team, leading to the best ideas and discoveries for our innovative and growing company. At C2FO, we seek, encourage, and nurture diverse perspectives, and we welcome those of all backgrounds to help us change the way global businesses of all sizes gain access to working capital. 

 As an organization, we not only value diversity and equality, we cultivate teams that feel empowered to bring their authentic selves to work every day. We strive to create a workplace that reflects the communities we serve and our global, multicultural clients. We recognize the power of inclusion, emphasizing that each team member was chosen for their unique ability to contribute to the overall success of our mission.

Job Description

C2FO Capital Finance (“CapFin”) is a team within C2FO that offers an innovative look at working capital lending and factoring and is the fastest growing and most complex segment of C2FO. By improving and innovating the technology, mechanics, and transparency around traditional credit facilities, C2FO Capital Finance offers businesses an alternative to antiquated finance options (e.g. debt from banks, selling receivables, supply chain finance programs).

The Client Onboarding Manager is a new role being added to support the growth of the CapFin team. This role will be responsible for leading client onboardings, ensuring for an exceptional and streamlined client experience from loan application to loan funding.


  • Work closely with sales, underwriting, and account management teams to ensure all parties are aligned on timelines, action items, and potential blockers for each applicant. 

  • Closely monitor onboarding progress versus communicated client timelines and internal SLAs, ensuring that both are met or exceeded.  

  • Lead daily cross-functional implementation meetings, including clear communication of updates and action items to stakeholders.

  • Drive continuous process improvement in the client implementation process, working to improve the client experience and shorten timelines to funding.  

  • Lead client onboarding calls and build strong relationships with clients.

  • Assist the underwriting and account management teams with onboarding tasks as needed.

 How to know if this role is for you:

  • You are obsessed with client experience.  You can empathize with the stresses that daily cash needs can put on business owners/operators and are driven to help them through the process.  Clients will be confident that you care about their concerns and are serious about finding solutions.

  • Details are your best friend. Checklists?  Who could live without them?

  • You enjoy learning new technology and want to find ways to work smarter not harder.

  • You are curious, strongly dislike the phrase “we have always done it that way”, and take great pride in bringing creativity and vision to a role where you can see your personal impact.

  • You are a negotiator.  You understand differing perspectives and are able to build trust and navigate disagreements in a way that allows parties to come to a resolution.

  • Shifting priorities, change, and a healthy dose of chaos are all part of a great day.  Predictability is boring.

 To be considered for this role, you’ll need:

  1. Four year degree from an accredited university or college. MBA or other advanced degree, a plus.

  2. 3+ years of relevant experience.

 The following would be a plus for the role, but are not required:

  • Project management and client service experience.

  • Financial services experience.

  • Experience with analytical or BI tools such as Tableau, Power BI, Alteryx.

  • Experience with using to support business processes.

More information : Client Onboarding Manager (

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