2h ago

Associate Onboarding Manager

United States

$60k-$80k / year

full-timejunior RemoteFinancial Services Software

🛠 Tech Stack

💼 About This Role

You'll lead client onboarding for Comply's compliance SaaS platform. You'll ensure customer satisfaction through successful implementation. This role offers hands-on experience with B2B SaaS onboarding.

🎯 What You'll Do

  • Manage onboarding process for multiple clients concurrently.
  • Identify project scope and organize requirements per client needs.
  • Establish strong relationships with key stakeholders.
  • Train clients on platform features based on their needs.

📋 Requirements

  • 1-2 years of Customer Onboarding or Implementation experience at B2B SaaS.
  • Demonstrated experience as a trusted advisor to clients.
  • Excellent communication skills across video, phone, email.
  • Basic understanding of data template configuration.

✨ Nice to Have

  • Experience with Salesforce, GuideCX, and JIRA.
  • Exceptional time management and organization skills.
  • Ability to thrive in a fast-paced environment.

🚩 Heads Up

  • Requirements include soft skills like 'willingness to learn' and 'ability to thrive' which are subjective.
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