Onboarding Manager

Job Description

Ocrolus is seeking an experienced Onboarding Manager to join their Account Management team. The Onboarding Manager will own the client onboarding journey, ensuring a seamless transition from contract to product adoption. This role serves as a bridge between Sales, Product, and Account Management, driving engagement and laying the foundation for customer satisfaction.What this role involves:

• Serving as the primary point of contact for new clients during onboarding.
• Developing and executing tailored onboarding project plans.
• Collaborating with internal teams to align on client goals and technical requirements.
• Guiding clients through system integration, training, and go-live milestones.
• Conducting kickoff meetings, product walkthroughs, and Q&A sessions.
• Tracking onboarding metrics and customer health to mitigate risks.
• Documenting client needs and feedback for product and process improvements.
• Transitioning clients to the Customer Success team post-onboarding.

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.
• Experience with tools such as Salesforce, Zendesk, Slack, and project management platforms is a plus.

Ocrolus offers:

• A remote-first work environment.
• Opportunity to grow skills and take ownership of work.
• A culture grounded in empathy, curiosity, humility, and ownership.