Client Onboarding Manager
Job Summary
Leading the onboarding experience for new clients, the full-time Client Onboarding Manager will manage a team, oversee the onboarding pipeline, and develop processes and training while working remotely.
Key responsibilities
- Lead and develop the New Plan and Conversion Team Leads, fostering a culture of ownership and customer care
- Own the onboarding pipeline by ensuring timelines, quality, and SLAs are met, while addressing complex cases
- Build and document onboarding workflows and SOPs to maintain efficiency during volume spikes
Required qualifications
- 5+ years of experience in fintech or financial services, including 3+ years in a leadership role focused on customer onboarding
- Proven track record of establishing teams and creating training programs
- Hands-on experience collaborating with Product and Engineering teams on tool development
- Strong analytical skills with the ability to use data for performance evaluation
- Clear communication skills and proficiency with Salesforce or similar CRM platforms
Complete Job Description
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