Onboarding Manager (SaaS)

TL;DR

Onboarding Manager (SaaS): Guiding new clients through activation, implementation, and adoption of Central, Engage, and Payments software products with an accent on achieving onboarding milestones and smooth transitions. Focus on collaborating with internal teams, providing training and Tier 1 support, monitoring progress, and optimizing processes for efficiency and client satisfaction.

Location: United States - Remote

Salary: $60,000 - $71,000 USD

Company

SaaS platform provider for property tech and fintech solutions including Central, Engage, and Payments products.

What you will do

• Serve as main point of contact for new clients during onboarding and implementation.
• Guide clients through product activation, implementation, and adoption to meet milestones timely.
• Collaborate with Sales, Implementation, Customer Success, and Product teams for seamless transitions.
• Provide training, regular check-ins, troubleshooting, and Tier 1 support.
• Monitor project progress, document records, and propose process improvements.
• Participate in project scoping and resource allocation.

Requirements

• 2-4 years of experience in SaaS implementation
• Proven ability to manage multiple clients and projects simultaneously
• Excellent communication skills for managing client relationships
• Strong multitasking, detail-oriented, and process-oriented mindset
• Ability to simplify technical topics and collaborate across departments
• Bachelor's degree in related field preferred

Culture & Benefits

• Client-focused environment emphasizing positive experiences and long-lasting relationships
• Proactive problem-solving and consultative approach valued
• Ownership of customer journey with support throughout onboarding