Onboarding Manager

Summary

Join Ocrolus, a leading AI-powered fintech company, as an Onboarding Manager. You will be responsible for managing the client onboarding process, ensuring a smooth transition from contract signing to full product adoption. This role involves collaborating with various internal teams, developing tailored onboarding plans, and guiding clients through system integration and training. You will also track onboarding metrics, document client feedback, and transition clients to the Customer Success team. The ideal candidate possesses 3-5+ years of experience in client onboarding within a SaaS or fintech environment, strong communication skills, and the ability to manage multiple projects simultaneously. The position offers a competitive salary, commission, equity, and benefits.

Requirements

• 3–5+ years of experience in client onboarding, implementation, or project management in a SaaS or fintech environment
• Strong understanding of B2B onboarding workflows, especially for enterprise or financial services clients
• Excellent communication, organization, and interpersonal skills
• Ability to manage multiple projects and stakeholders simultaneously
• Comfortable with data, APIs, and discussing technical concepts with clients and engineers
• Proactive problem-solver with a customer-first mindset

Responsibilities

• Serve as the primary point of contact for new clients during the onboarding phase
• Develop and execute tailored onboarding project plans, ensuring timely and successful implementation
• Collaborate with internal teams (Sales, Solutions, Product, Engineering) to align on client goals and technical requirements
• Guide clients through system integration, training, and go-live milestones
• Conduct kickoff meetings, product walkthroughs, and Q&A sessions to drive early engagement
• Track onboarding metrics and customer health to identify and mitigate risks proactively
• Document client needs and feedback to support continuous product and process improvements
• Transition clients to the Customer Success team post-onboarding with a comprehensive handoff

Preferred Qualifications

Experience with tools such as Salesforce, Zendesk, Slack, and project management platforms (e.g., Asana, Jira) is a plus

Benefits

The full-time salary range for this role is between $10 0,000 + commission + equity + benefits