Onboarding Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Plan and implement the onboarding process:

• Collect essential data from the client

• Develop a project timeline for the implementation

• Create a database in Central

• Establish banking relationships and open accounts as necessary

• Set up payment processing agreements for both Accounts Payable (AP) and Accounts Receivable (AR)

• Maintain communication with owners

• Create user accounts for accessing CENTRAL and banking systems

• Coordinate with adjacent teams that will manage daily operations following the onboarding phase

• Implement technical systems and solutions to support organizational goals.

• Review previous rollout projects and generate reports that highlight insights and areas for improvement for future initiatives.

• Track and analyze performance metrics to ensure that objectives are achieved throughout the implementation process.

• Develop project plans, document meeting minutes, and prepare other documentation to ensure all tasks are completed with quality as per the plan.

• Engage with clients and stakeholders, acting as the first point of escalation.

• Identify and create process enhancements and ensure compliance with them.

⛳️ Requirements

• 3-5 years of experience in SaaS implementations.

• A Bachelor’s degree in a related field is advantageous but not mandatory.

• Experience in project management, accounting knowledge, and/or data migration is a plus.

🏝️ Benefits

• The pay range includes a base salary along with any applicable bonuses or commissions.