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