Lead Product Onboarding Manager

This is a fully remote position, open to applicants in United States, +45 more states.

📋 Description

• Take ownership of communication with senior and executive-level customer stakeholders, and lead negotiations regarding changes in scope and timelines.

• Analyze, interpret, and transform intricate financial datasets for integration into the Juniper Square platform.

• Provide advisory support to our largest and most strategic clients — including those with decentralized global operations and complex, unbuilt system integrations — regarding optimal data structures for immediate onboarding and long-term platform performance.

• Act as the primary escalation contact for our most complex or high-risk onboarding projects, including direct resolution with customer leadership.

• Identify, scope, and spearhead initiatives that promote systemic change — such as process automation, tooling enhancements, or structural modifications to team operations — and manage a significant aspect of the team's service model from start to finish.

• Delegate tasks and mentor junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality review techniques.

• Establish strategic partnerships with cross-functional leaders in Project Management, Product, Engineering, and Customer Success to ensure a seamless customer experience. Develop and maintain AI-supported workflows for recurring onboarding tasks (data mapping playbooks, migration status reports, escalation summaries, customer handoff documents) to ensure consistent and reusable outputs across accounts.

• Create scalable AI workflows that enhance processes and automate tasks across the team, thereby extending your impact beyond your own customer engagements.

⛳️ Requirements

• Minimum of 8 years of experience in fields that utilize complex financial data (such as investment banking, management consulting, private markets operations, or related fields).

• Bachelor’s degree or equivalent professional experience.

• Demonstrated success in independently managing executive-level customer relationships and negotiating scope for enterprise or global accounts with intricate regulatory or structural needs.

• Experience in designing and implementing AI workflows that span multiple tools or data sources, yielding measurable outcomes.

• Proven history of identifying and mitigating data-quality risks at scale, including providing secondary quality reviews of colleagues' work.

• Strong proficiency in Microsoft Excel, particularly in managing and manipulating complex datasets.

• Exceptional written and verbal communication skills, with the ability to convey complex concepts to both technical and non-technical audiences.

• Proven ability to influence and guide customer decisions at the executive level.

• Comfortable navigating ambiguous and rapidly evolving environments.

• Preferred experience with scripting languages and data management tools (SQL, Python, R).

• Experience overseeing the efforts of an internal project team; managing technical work delegated to others, ensuring quality assurance, and holding team members accountable to timeline commitments.

🏝️ Benefits

• Health, dental, and vision insurance for you and your family.

• Life insurance coverage.

• Mental wellness support.

• Assistance for fertility and growing families.

• Flex Time Off in addition to company-paid holidays.

• Paid family leave, medical leave, and bereavement leave policies.

• Retirement savings plans.

• Allowance for customizing your work and technology setup at home.

• Annual stipend for professional development.