Client Onboarding Manager

Summary

Join Ontra, a leading AI legal tech company, as a Client Onboarding Manager! Based in the US, you'll be the primary point of contact for clients, guiding them through the implementation of our SaaS products, Insight and Ontra Atlas. You'll manage projects, communicate effectively, collaborate with internal teams, and optimize the onboarding process. This role requires 5+ years of experience in client onboarding, product implementation, and project management within a B2B SaaS environment. Ontra offers a remote-first work policy, paid time off, parental leave, retirement contributions, and various other benefits. If you're detail-oriented, excel at building relationships, and enjoy working with sophisticated stakeholders, apply today!

Requirements

• 5+ years of relevant experience in client onboarding, product implementation, and project management, ideally within a B2B SaaS environment; experience working with private markets clients a plus
• Demonstrated ability to build strong client relationships and prioritize their success
• Skilled in creating and managing project plans with achievable timelines and clear milestones
• Capable of identifying potential risks and implementing solutions before they impact the client experience
• Strong verbal and written communication skills, with the ability to translate complex processes into client-friendly terms
• Based in the United States

Responsibilities

• Serve as the main point-of-contact during the client onboarding process, collaborating with key contacts to understand their needs and tailor implementation plans
• Develop project plans with clear milestones to guide onboarding, ensuring alignment with client goals and internal processes
• Regularly update clients on project progress and achievements, reinforcing the SaaS solution's value and addressing potential issues
• Work with Implementation Associates to accurately execute tasks and coordinate with Sales, Product, and Support for consistent client experiences
• Enhance client experience by delivering early value and collecting feedback to improve implementation processes

Benefits

• Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• Employer-supported retirement contributions, varying by country
• Monthly phone and internet reimbursement
• Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
• Various options for medical, dental, and vision insurance
• Unit-based equity grants