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NCR Atleos Onboarding Analyst in Frisco, Texas

About NCR Atleos

NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational efficiency and maximize self-service availability for financial institutions and retailers across the globe.

Onboarding Analyst

Location: Frisco, TX

SUMMARY:

The Onboarding Analyst primarily responsible for managing the internal workflows that move new install requests through the company’s various setup processes. They ensure accurate data is utilized, appropriate departments receive and process requests according to contractual requirements and each step of the onboarding process is completed within the given deadlines. The company’s onboarding processes are a mix of highly technical tasks and ticket management, so this role must be able to work equally well with both technical and non-technical teams. One of the most important skills for this role will be the ability to effectively prioritize your workload and triage requests accordingly. Candidates must be able to understand the end to end process including how systems interface for successful setup of new customers.

This role is a great fit for candidates looking for a fast-paced environment with opportunities to develop a strong operational skillset.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Interpret executed contracts, agreements and onboarding documentation to determine specific onboarding needs for each customer and terminal. Ensuring terms in the contract match terms entered into Cardtronics processing systems.

  • Collaborate and communicate with stakeholders at all levels and departments to build and maintain strong relationships and ensure smooth implementation of terminals. Ability to work across departmental lines and build consensus is critical to this position.

  • Participant in client implementation planning, conference calls and meetings.

  • Work cross-functionally to assist other departments with processes and tasks related to customer onboarding and implementation.

  • Manage set-up workflows including changes, moves, and Bulkload activities. Ensuring the data is accurate across all applicable systems.

  • Be knowledgeable about and responsible for internal controls and procedures for the position’s area of responsibility

  • Provides support for customer escalations on specific setup issues, including researching and responding to the Service Account Manager inquires.

  • Use personal judgement to solve problems, identify risks and address issues.

  • Analyze and research issues and resolve with a sense of urgency due to customer impact.

  • Work with the Service Account Manager to facilitate a seamless transfer once the terminal onboarding process is complete.

  • Identify and implement policies and procedures that ensure that data entered and updated into the multiple software databases that support Cardtronics is complete and correct.

  • Ability to work in a fast paced environment, provided efficient productivity while simultaneously providing superior quality service.

  • Stay current on application functions and features.

  • Contribute in ways that enhance the integrity of current onboarding processes

  • Meeting internal or contractual deadlines with accuracy as a key measure

  • Other duties may be assigned.

SYSTEMS INVOLVED :

  • Oracle

  • Onit

  • Device Manager

  • Doclink

  • ServiceNow

  • Microsoft Office Suite

  • CardLink

  • CORE

  • Webtools/DAL.KC Back Office/Postilion

SUPERVISORY RESPONSIBILITIES:

None.

EDUCATION and/or EXPERIENCE:

  • College degree or relative work experience required.

  • 2 – 4+ years of experience in either of the following areas: Onboarding, Implementation, Customer Success or Account Management Support/Administration preferred

  • Hands-on self-starter with the ability to effectively follow difficult issues to resolution.

  • Must have excellent communication skills, both written and oral.

  • Self-motivated and can work autonomously to finish project work.

  • Able to work under limited supervision and self-motivated.

  • Ability to work well with others at all levels of the company.

  • Solid proficiency in Microsoft Office applications, especially advanced functions of Excel.

  • Ability & willingness to learn new computer software applications as required for the job

  • Excellent analytical, interpersonal, prioritization, and organizational skills.

  • Exceptional organizational and time management skills with great attention to detail.

  • Ability to quickly respond, prioritize and act amid multiple, conflicting demands.

  • Must be able to successfully pass all applicable background screening tests.

#LI-KG1

Offers of employment are conditional upon passage of screening criteria applicable to the job.

Full time employee benefits include :

  • Medical Insurance

  • Dental Insurance

  • Life Insurance

  • Vision Insurance

  • Short/Long Term Disability

  • Paid Vacation

  • 401k

EEO Statement

NCR Atleos is an equal-opportunity employer. It is NCR Atleos policy to hire, train, promote, and pay associates based on their job-related qualifications, ability, and performance, without regard to race, color, creed, religion, national origin, citizenship status, sex, sexual orientation, gender identity/expression, pregnancy, marital status, age, mental or physical disability, genetic information, medical condition, military or veteran status, or any other factor protected by law.

Statement to Third Party Agencies

To ALL recruitment agencies: NCR Atleos only accepts resumes from agencies on the NCR Atleos preferred supplier list. Please do not forward resumes to our applicant tracking system, NCR Atleos employees, or any NCR Atleos facility. NCR Atleos is not responsible for any fees or charges associated with unsolicited resumes.

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