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Onboarding Manager
Job Summary
A company is looking for an Onboarding Manager to oversee the client onboarding journey and ensure successful product adoption.
Key Responsibilities
- Serve as the primary point of contact for new clients during the onboarding phase
- Develop and execute tailored onboarding project plans for timely implementation
- Collaborate with internal teams to align on client goals and technical requirements
Required Qualifications
- 3-5+ years of experience in client onboarding, implementation, or project management in a SaaS or fintech environment
- Strong understanding of B2B onboarding workflows, particularly for enterprise or financial services clients
- Ability to manage multiple projects and stakeholders simultaneously
- Comfortable with data, APIs, and discussing technical concepts with clients and engineers
- Experience with tools such as Salesforce, Zendesk, and project management platforms is a plus
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COMPLETE JOB DESCRIPTION
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