Manager, Onboarding (AI/Fintech)

TL;DR

Manager, Onboarding: Leading and developing a high-performing team of Onboarding Managers, driving the evolution of data-driven onboarding processes, and fostering cross-functional collaboration to accelerate customer success. Focus on streamlining new product launches, solving complex onboarding situations, and enhancing team skills through targeted training.

Location: Currently hiring candidates based in the United States only.

Salary: $124,000–$186,000 USD

Company

hirify.global is a leader in AI-powered solutions for private markets, automating critical workflows across the fund lifecycle with AI and data from over 2 million chirify.globalcts.

What you will do

• Guide and develop a high-performing team of Onboarding Managers, focusing on skill enhancement and professional growth.
• Transform the onboarding function by leveraging data insights to improve performance and integration across various business functions.
• Work closely with different departments to streamline onboarding processes and support seamless integration of new product launches.
• Develop strategies to reduce customers' time-to-value.
• Provide support and solutions for complex onboarding situations, ensuring effective problem resolution and customer satisfaction.
• Identify and address skill gaps by providing targeted training and resources to the team for continuous improvement.

Requirements

• Experience: 7+ years of professional experience, with at least 3 years in a similar role such as Manager or Lead in Customer Onboarding.
• Extensive experience with Gainsight, ChurnZero, or Totango for building playbooks and configuring health scores.
• Advanced knowledge of Salesforce or a similar CRM platform to manage sales handoffs and ensure data integrity.
• Proven ability to map and automate complex workflows, translating them into repeatable and efficient internal processes.
• Experience in developing onboarding strategies for new product launches, particularly focusing on "Time to First Value" (TTFV).

Culture & 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 and paid parental leave.
• Employer-supported retirement contributions.
• Monthly phone and internet reimbursement.
• Company-sponsored LinkedIn Learning accounts and department budgets for professional development.
• Various options for medical, dental, and vision insurance.
• Occasional travel required for team and larger group off-sites.