Senior Onboarding Manager

📋 Description

• Drive project plans, track milestones, and ensure cross-functional alignment among onboarding
• Meet with customer stakeholders to understand their organizational structure, team dynamics, and
• Identify change management needs, recommend process changes, and guide teams through adopting new
• Monitor the onboarding process and proactively keep customers and internal teams on track to meet
• Manage several implementations at once with tight organization and follow-through.
• Set clear, realistic expectations about what our onboarding service supports and what the product

🎯 Requirements

• 3 to 5+ years in onboarding, consulting, or product education in SaaS.
• Experience in SaaS project management, client-facing project management, timeline tracking, and
• The ability to learn complex software quickly and teach it plainly to non-technical users.
• Strong organization and follow-through across multiple concurrent implementations.
• Comfort setting honest expectations, including when a request needs a product change or more
• Financial services or wealth management experience is a plus.

🎁 Benefits

• Comprehensive health coverage
• 401(k)
• Paid time off