✦ Luna Orbit — Project & Program Management

Head of Transition Services – Client Services/Onboarding (MEP/PEP exp.) Remote or Hybrid

at Ascensus

📍 Remote, US Hybrid 💰 $150K – $190K USD / year Posted March 04, 2026
Salary $150K – $190K USD / year
Type Not Specified
Experience lead
Exp. Years Not specified
Education Not specified
Category Project & Program Management

This role leads client onboarding and transition services, focusing on operational excellence and strategic innovation to enhance client experience and organizational efficiency.

  • Lead onboarding strategies
  • Develop business plans
  • Manage stakeholder relationships
  • Drive process improvements
  • Oversee project teams

The role involves strategic planning, KPI management, process improvement, and stakeholder engagement, with a focus on operational and client service excellence.

The ideal candidate is a senior project and operations leader with extensive experience managing client onboarding and service delivery strategies. They possess strong leadership skills, strategic vision, and a proven track record of driving operational improvements in a financial or client-focused environment.

LeadershipClient Relationship ManagementOperational Excellence
Data AnalysisTechnology LeverageFinancial Planning
KPIsNPSProject Management Tools
LeadershipClient Relationship ManagementKPIsNPSChange ManagementStrategic PlanningProcess ImprovementOrganizational Change
Project ManagementStrategic PlanningOperational ExcellenceClient Relationship ManagementKPIsNPSSatisfaction ScoresProcess ImprovementChange Management
LeadershipStrategic ThinkingCommunicationPartnership BuildingAdaptabilityTeam ManagementProblem-solving
Industry Financial Services / Fintech
Job Function Lead client onboarding and transition services to improve operational efficiency and client satisfaction.
Project ManagementOperational ExcellenceClient Relationship ManagementKPIsNPSChange ManagementStrategic PlanningProcess ImprovementLeadershipTeam ManagementStakeholder EngagementBudget PlanningOrganizational ChangeResults-orientedClient Experience

Must be located in Dresher, PA or willing to relocate, Lack of leadership or project management experience

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile