Onboarding Manager (SaaS)

TL;DR

Onboarding Manager (SaaS): Managing the onboarding and data migration for financial services clients with an accent on system configuration, project scoping, and cross-team coordination. Focus on building database structures, establishing banking relationships, and creating scalable implementation processes to ensure timely client success.

Location: Must be based in the United States (Remote)

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

Company

hirify.global provides specialized software solutions for financial services and property management.

What you will do

• Plan and execute end-to-end client onboarding and implementation projects.
• Gather client data and build database tables within the CENTRAL system.
• Coordinate banking relationships, account setup, and payment processing agreements.
• Manage project timelines, documentation, and meeting minutes to ensure quality delivery.
• Collaborate with internal teams to facilitate smooth turnover after implementation.
• Monitor performance metrics and drive process improvements for future initiatives.

Requirements

• Must be based in the United States
• 3-5 years of experience in SaaS implementations.
• Strong project management and organizational skills.
• Ability to serve as a first line of escalation for clients and stakeholders.

Nice to have

• Bachelor’s degree in a related field.
• Prior experience with accounting or data migration projects.