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 client onboarding, managing projects, and ensuring a seamless experience. You'll collaborate with various teams, optimize onboarding processes, and leverage your project management and client relationship skills. Ontra offers a remote-first work environment, comprehensive benefits, and opportunities for professional development. The ideal candidate possesses 5+ years of relevant experience in a B2B SaaS environment, strong communication skills, and a client-centric approach. Apply today to join our growing team!

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

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