Client Onboarding Manager

Summary

Join Ontra, a global leader in AI legal tech for private markets, as a Client Onboarding Manager based in the United Kingdom. You will be the primary point of contact for clients during the onboarding process for our SaaS products, Insight and Ontra Atlas. This role involves managing projects, ensuring client success, and collaborating with internal teams. You will need 5+ years of experience in client onboarding, product implementation, and project management within a B2B SaaS environment. Strong communication and problem-solving skills are essential. Ontra offers a remote-first work policy, paid time off, parental leave, retirement contributions, and various other benefits.

Requirements

• Experience: 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
• Client-Centric Approach: Demonstrated ability to build strong client relationships and prioritize their success
• Project Management Expertise: Skilled in creating and managing project plans with achievable timelines and clear milestones
• Proactive Problem Solving: Capable of identifying potential risks and implementing solutions before they impact the client experience
• Effective Communication: Strong verbal and written communication skills, with the ability to translate complex processes into client-friendly terms

Responsibilities

• Client Consultation: Serve as the main point-of-contact during the client onboarding process, collaborating with key contacts to understand their needs and tailor implementation plans
• Project Management: Develop project plans with clear milestones to guide onboarding, ensuring alignment with client goals and internal processes
• Proactive Communication: Regularly update clients on project progress and achievements, reinforcing the SaaS solution's value and addressing potential issues
• Cross-Functional Collaboration: Work with Implementation Associates to accurately execute tasks and coordinate with Sales, Product, and Support for consistent client experiences
• Onboarding Optimization: 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