Onboarding Manager in Texas

About First Dollar

Today, over 112 million Americans have access to health spending benefits. And as healthcare costs continue to rise, the individuals and organizations that use and offer health spending benefits will depend on them even more. But if you look behind the curtain of most programs today, you'll find a hodgepodge of legacy tech solutions that create barriers to benefit design and access.

First Dollar is tackling this challenge. We build software tools and APIs that enable organizations to design, launch, and manage FSAs, DC-FSAs, LP-FSAs, LSAs, HRAs, HSAs, rewards, supplementals, and more. We power the “Health Wallet” for all healthcare spending, acting as a single touch point for any consumer healthcare transaction. And in our work, we leverage modern engineering advances and human-centered design principles to offer the most advanced solution on one card, app, and API.

Our team includes educators, entrepreneurs, industry experts, musicians, and...

Are you passionate about championing customer implementation? Join us at SEON and become part of our dynamic team of fraud-fighting heroes as we propel the SEON rocketship to new heights. 🚀 Our unwavering dedication to customer satisfaction includes customized onboarding project plans, professional services provided through launch and hypercare, and continuous support to ensure our clients maximize the value of our anti-fraud tools.

In just over 40+ months, SEON has evolved from a small team of 2 to a powerhouse of over 200 SEON Fraud Fighters across Budapest, London, Austin, and Jakarta. With expansion plans underway in San Francisco and Singapore, our goal remains unwavering: to create a Fraud Free World. Our groundbreaking achievements, including a record-breaking Series B funding round and recognition in TechCrunch, underscore our position as the World’s quickest-growing fraud prevention company. We take pride in our rapid growth and our mission to democratize...

The Team Lead, Onboarding, will play a dual role combining hands-on client onboarding with team leadership responsibilities. Expertise in customer success, account management, and onboarding of large and enterprise business accounts will help the company meet its goals of a seamless onboarding experience for its high-touch clients.

By managing your own small book of business, you will be better able to guide your team of Onboarding Managers toward meeting their OKR’s and KPI’s. This role not only demands client-obsessed onboarding expertise but also thought leadership in innovating and documenting effective onboarding processes, as well as the ability to coach and mentor others within the Onboarding team to grow and develop their skills. The ideal candidate is analytical and able to uncover gaps and bottlenecks that may put the team at risk of not meeting company goals, while also using that data to create efficiencies in the onboarding process.

What You’ll...

As an Onboarding Manager, you will be responsible for onboarding new clients onto Tapcheck. The primary objective of this role is to ensure our clients successfully onboard, configure, and go live issue-free with Tapcheck based on their specific requirements. You will also work closely with our Sales, Account Management, Partnerships, and Product teams where you will use your product expertise and customer knowledge to improve our processes. 

What You’ll Do:

• Act as the subject matter experts for clients during the onboarding process, gathering requirements for setup in a timely manner 
• Build strong, trusted relationships with Brand clients as well as Payroll/Timeclock providers, and Payroll Service Bureaus 
• Manage your account assignments efficiently and effectively, achieving, and exceeding onboarding management KPIs 
• Optimize the function to speed the completion of onboarding with a focus on automation and...