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Enumerate

Enumerate - Onboarding Manager

Remote - United States$60k - $60k2d ago
RemoteMidNAFintechPaymentsOnboarding SpecialistClient OnboardingCustomer SuccessResource Allocation

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Requirements

• A client-focused individual with a passion for providing exceptional onboarding experiences. • Strong communicator, both written and verbal, able to simplify complex technical topics for clients, while proactively setting and managing expectations throughout the onboarding process. • Excellent at multitasking and managing multiple projects with attention to detail and client needs. • Someone who takes full ownership of the customer experience, ensuring clients feel supported and confident throughout their onboarding journey. • Able to collaborate effectively across departments to ensure smooth onboarding and product adoption. • Process-oriented with the ability to identify and suggest improvements to workflows and customer journeys. • 2-4 years of experience in SaaS implementation • Experience in fintech or property tech is a plus • Proven ability to manage multiple clients and projects simultaneously. • Excellent communication skills, with the ability to manage client relationships effectively. • Familiarity with project management and onboarding tools is a plus. • Bachelor's degree in a related field is preferred but not required. • The pay range is inclusive of base salary plus any applicable bonuses or commissions. • Total compensation pay range (annual salary): • $60,000—$71,000 USD

Responsibilities

• Serve as the main point of contact for new clients during the onboarding and implementation process. • Guide clients through the activation, implementation and adoption of our Central, Engage and Payments software products, ensuring they achieve all milestones in a timely manner. • Collaborate with internal teams such as Sales, Implementation, Customer Success, and Product to ensure seamless transitions. • Provide training and guidance to clients to help them understand and adopt the platform efficiently. • Monitor the progress of each onboarding project, ensuring deadlines and client expectations are met. • Conduct regular check-ins with clients to troubleshoot issues, provide Tier 1 support, and track progress while customers are in the onboarding phase of their journey. • Document and maintain accurate onboarding records in the company’s systems. • Identify areas for improvement in the onboarding process and propose new methods to optimize efficiency and client satisfaction. • Participate in project scoping and resource allocation discussions to ensure proper execution of onboarding plans.

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