Teams at Enumerate

Manage onboarding and data migration for financial services clients: plan implementations, build databases in CENTRAL, configure systems, establish banking/payment arrangements, coordinate teams/vendors, monitor performance, document processes, and serve as first escalation for clients.

Serve as a trusted client advisor and liaison to internal teams (AP/AR/Operations/Support). Manage and triage client requests via phone and ticketing, coordinate documentation for bank setups and reconciliations, track KPIs, resolve escalations, and ensure timely, transparent communication and excellent customer service.

Lead onboarding and adoption of Enumerate's digital payments platform. Guide clients through implementation, training, and 90-day post-launch engagement. Manage integrations with clients and third parties, monitor transaction penetration via reporting, collect payment metrics, optimize AR/AP processes, and coordinate with Customer Success, Support, and Project Managers to meet project deadlines.