Onboarding Manager

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients . This role is responsible for planning, building data tables, configuring system resources and coordinating with other t eams and vendors to get client accounts successfully set up in our systems . The Onboarding Manager is r esponsible for scoping projects and creating processes to ensure the timely completion of client implementation projects.

Key Responsibilities

• Plan and execute onboarding process:
• Gather necessary data from client
• Create project timeline for implementation
• Build database in Central
• Establish banking relationship and open accounts as needed
• Establish payment processing method agreements both AP and AR
• Communication with owners
• Creating Users to access CENTRAL and banking
• Communicating with adjacent Teams that will run the day to day after turnover from Onboarding
• Implement technical systems and solutions in support of organizational objectives.
• Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives.
• Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.
• Create p roject plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.
• Interact with clients and stakeholders, as well as serve as a first line of escalation.
• Create process improvements and ensure they are being adhered to.

Requirements

• 3-5 years of experience in SaaS Implementations.
• Bachelor’s degree in a related field is a plus but not required.
• Project management, accounting knowledge and/or data migration experience is a plus

The pay range is inclusive of base salary plus any applicable bonuses or commissions.

Total compensation pay range (annual salary)

$60,000 — $71,000 USD