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Onboarding Manager
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
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
