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  • Onboarding Desk Intake Analyst

    American Express (Phoenix, AZ)



    Apply Now

    Description

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.

     

    Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

     

    American Express Global Commercial Services (GCS) is a global leader in commercial payment solutions, helping businesses of all sizes manage their spending with efficiency and confidence. Through a comprehensive suite of corporate payment products and expense management tools, GCS empowers companies worldwide to better control and optimize their business expenditures.

     

    Within GCS, Commercial Onboarding Services (COS) and specifically the Client Solutioning team plays a critical role in delivering seamless, revenue-enabling services across the customer lifecycle. The Onboarding Desk serves as the central hub for managing Corporate applications once a corporate client agrees to establish a program.

     

    In partnership with Business Development and Client Management teams, the Onboarding Desk streamlines and standardizes the onboarding process, accelerates timelines, enhances transparency for field representatives, and coordinates resolution of issues with key stakeholders. In addition, the team performs Technology Solutions Manager (TSM) resource assignments across all business segments, ensuring the right expertise is aligned to client needs. By centralizing these functions, the Onboarding Desk strengthens the client and colleague experience while driving onboarding efficiency and success.

    About the Role

    The Onboarding Desk Intake Analyst plays a key role in supporting our business partners through a unified onboarding strategy. By managing workflow assignments, throughput, and deal administration, this role ensures seamless service across Global Commercial Services (GCS) from pre-sales through the onboarding phases of the customer lifecycle. A major focus will be supporting the expansion of the Onboarding Desk using the Dash tool across all Corporate Services segments and leading the qualification and assignment of Technology Solutions Manager resource requests with urgency and clear prioritization.

    Key Responsibilities

    + Deliver exceptional internal customer support to enhance and accelerate the client onboarding experience including managing intake via Task Ray for Technology Solutions Manager (TSM) resource assignments.

    + Triage issues and apply a customer-first approach to ensure timely resolution during the commercial onboarding process.

    + Conduct proactive outreach to Corporate Field Representatives to promote transparency and alignment in the onboarding journey.

    + Provide coaching and guidance to the Field on best practices for resolving issues.

    + Manage stakeholder expectations through clear, thoughtful communication.

    + Collaborate across GCS teams to advance Onboarding Desk initiatives.

    + Assess and improve the adequacy and effectiveness of policies, procedures, processes, products, and internal controls.

    + Support ad hoc requests, data consolidation, and special projects as needed.

    Minimum Qualifications

    + Strong verbal and written communication skills.

    + Proficiency with Excel, PowerPoint, and Salesforce.

    + Excellent interpersonal skills with the ability to build and leverage relationships.

    + Resourceful problem solver with a collaborative mindset.

    + Strong technical and business acumen to address issues and partner with business/support functions on solutions.

    + Ability to work independently with sound judgment on when to escalate.

    Preferred Qualifications

    + Experience with client onboarding.

    + Knowledge of American Express Global Commercial Services.

    + Commitment to GCS’s culture of compliance.

    + Experience in a highly regulated industry.

    + Familiarity with the American Express Code of Conduct, Sales Practices policies, and procedures.

    Qualifications

    Salary Range: $65,500.00 to $102,500.00 annually bonus benefits

     

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

     

    We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

     

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

     

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

     

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

     

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

     

    US Job Seekers - Click to view the “ Know Your Rights ” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster

     

    Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

     

    **Job:** Sales

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 25018710

     


    Apply Now



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