Senior Onboarding & Integrations Specialist

About this Opportunity:
As a Senior Onboarding & Integration Specialist, you will lead the seamless integration of new client business into our servicing infrastructure. This role ensures the accurate and timely reflection of client data in our servicing database during onboarding, while driving cross-functional collaboration between sales, operations, and servicing teams. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Lehi, UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, youll get to:

• Lead the integrity and accuracy of client data within the servicing database during onboarding

• Develop and enforce data validation protocols to ensure compliance, reduce errors, and support downstream operational efficiency

• Act as a key liaison between servicing teams and advisors, proactively identifying operational needs and aligning workflows

• Facilitate regular strategy sessions to ensure seamless communication and unified execution across departments

• Evaluate, recommend, and implement technology solutions that enhance onboarding efficiency and scalability

• Partner with IT and product teams to align tools with business objectives, ensuring seamless integration across platforms

• Design and refine onboarding workflows to maximize efficiency, reduce manual intervention, and support business growth

• Apply continuous improvement methodologies (e.g., Lean, Six Sigma) to streamline operations and enhance client experience

• Create and maintain high-impact marketing and training materials that clearly communicate onboarding steps and expectations

• Ensure alignment between internal teams and clients through consistent, branded, and user-friendly documentation

• Establish and track key performance indicators (KPIs) to assess onboarding effectiveness

• Use data-driven insights to refine processes, enhance client satisfaction, and support strategic decision-making

Were looking for talent who:

• Has a deep understanding of Orions operational workflows and technology stack, enabling efficient navigation, troubleshooting, and optimization of platform capabilities to support business objectives

• Manages multiple high-priority tasks simultaneously while maintaining exceptional attention to detail and accuracy in fast-paced environments

• Demonstrates success in both autonomous roles and cross-functional team settings, contributing to shared goals through proactive communication and accountability

• Manages competing priorities with a strong sense of urgency, ensuring timely delivery of results without compromising quality or stakeholder expectations

• Has advanced Microsoft Word, Excel, PowerPoint, and Outlook skills, with the ability to create dynamic reports, presentations, and data-driven insights to support decision-making

• Possesses strong written, verbal, and active listening skills, enabling clear articulation of complex ideas, effective stakeholder engagement, and collaborative problem-solving

• Identifies root causes, develops actionable solutions, and implements process improvements

• Has strong organization skills with a focus on efficiency, scalability, and continuous improvement

• Has a minimum of a bachelor's degree

• Has a minimum of 5 years of experience

• Obtains Orion Industry Certification

• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.