Onboarding Manager

As a Accounts Onboarding Specialist, you will be responsible for ensuring seamless integration and successful onboarding of new customers onto our platform or service. You will serve as the primary point of contact for new customers, guiding them through the initial setup process, addressing their concerns, and providing support to ensure a smooth transition. Your role is pivotal in establishing positive relationships with customers, driving satisfaction, and setting the stage for long-term success.You will also be responsible for managing the financial aspects of the client.

Key Responsibilities:

Customer Engagement and Support:

• Act as the main point of contact for new customers, providing personalized support and guidance throughout the onboarding process.
• Communicate effectively with customers via email, phone calls, video conferences, and other channels to address inquiries, provide assistance, and offer...

LibraryIQ seeks a dynamic and passionate Account and Onboarding Manager to support a wide variety of library staff using LibraryIQ performance analytics tools. The Account and Onboarding Manager will lead the LibraryIQ team to ensure customer satisfaction from onboarding to training and ongoing customer service.

The Account and Onboarding Manager will resolve customer issues while proactively improving the customer experience. They will engage users to increase platform use and seek out opportunities to improve the user experience whether through recorded trainings, building marketing emails or presenting at library conferences.

Responsibilities

• Manage team focused on pre and post sales efforts as well as customer service

• Provide regular updates to managers and stakeholders on the status of activities and projects
• Proactively engage with current customers to improve the platform, present on benefits of...

About FINTRX

FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.

About the role

Onboarding and Implementation is a crucial and foundational part of our customers’ journey with FINTRX. You will be the first team member that our Growth & Core customers will engage with in their customer journey with FINTRX. We aim to design and iterate on an easy and seamless onboarding and implementation experience, helping our customers leverage the often complex nature of the outputs and jobs to be done with FINTRX.

To successfully onboard a customer,...

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...

Position Title:
Recruitment & Onboarding Manager

Salary:

$55,000 - $65,000

Location:
Orlando, Florida

Reports To:
Human Resources Manager

Work Schedule:
Full-Time, 12 months

FLSA Status:
Exempt

SUMMARY

The Recruitment and Onboarding Manager is responsible for the overall recruitment and onboarding processes throughout the organization. This role involves employing industry best practices in sourcing qualified candidates and converting them into fully onboarded staff.

ESSENTIAL FUNCTIONS

• Develop, facilitate, and implement all phases of the recruitment process.
• Coordinate employment recruitment efforts by writing and placing advertisements utilizing multiple sources.
• Research, develop, and implement efficient and effective recruiting and...

We have a world class agile market research platform. We help brands rewire their traditional ad & innovation development processes with insights early, often & connected to create a learning loop. The result? They get smarter over time. Insights teams have more impact. Brands launch better ads & products.

We were founded in 2012 with the dream of creating end-to-end automated research. Fast forward 10 years and we have 1,000+ happy customers, 100,000+ ideas tested and we operate in 50+ research markets. And we’re entering the next phase of our growth journey!

So how do we do it? 

Our platform provides access to actionable, quick and smart insights to amplify creative effectiveness and shape winning innovation, empowering creators with the agility and the data they need to make better decisions about the ads and innovation they take to market. 

Through working with some of the biggest brands in the world, we’ve built...

Aesthetix CRM, a leading provider of customer relationship management solutions for aesthetic practices, is seeking a dedicated and experienced Client Onboarding Manager to join our team. As a Client Onboarding Manager, you will be responsible for ensuring that our clients have a seamless onboarding process and a successful transition into using our software solutions. You will work closely with clients to understand their specific needs, manage onboarding tasks, and provide ongoing support and training to ensure their success.

Responsibilities

• Manage the onboarding process for new clients, including conducting kickoff meetings, gathering requirements, and setting expectations.
• Develop and maintain standard onboarding processes and documentation.
• Collaborate with cross-functional teams, including sales, product, and support, to ensure a smooth transition for clients.
• Provide training and support to clients to help them optimize...

Sinch is hiring a Customer Onboarding Manager to help set up high-value customers for immediate success through defined implementation processes.

As a Customer Onboarding Manager, you will deliver an outstanding onboarding experience which will include educating new customers, helping to tackle technical problems, and ensuring the smooth adoption of Sinch products.

Responsibilities

• Own and handle customer relationships from the point of sale through successful implementation.
• Take ownership of the onboarding process:
• Clearly communicate account setup requirements and expectations with customers
• Educate customers on Sinch’s products, capabilities, and best practices to simplify adoption and align expectations.
• Record customer implementation needs, requests, and questions.
• Develop a deep understanding of customers' business and operational objectives.
• Act as single point of contact for customer and as...

About Us: At Botrista, we are transforming beverage culture with intuitive drink-making technology guided by Nature herself. By allowing restaurants to easily expand menus without added complexity, we're driving incremental growth with the push of a button. Awarded as one of the Best California Startups in 2023, our beverage solution has created a new industry category, universally applicable to any cuisine, demographic, and business. Our machines are being rapidly deployed around the country for customers to experience & enjoy. We deliver a world of flavors at your fingertips by sourcing top-tier ingredients from around the globe. Thanks to valuable data collected through our integrated CloudBar system, we easily guide our partners through their drink menu innovation. Each drink is crafted by nature, and perfected by innovation - we'd love to have you be a part of it. How You'll Make an Impact: Botrista is seeking a Onboarding Program Manager (OPM), AI-Enablement to lead and...

Who we are...

AvantStay delivers exceptional, unique stays for group travelers. The company has built a tech-enabled millennial hospitality brand to be the new standard for group experience. We are venture funded and growing rapidly in the explosive $100+ billion dollar STR industry.

What we are looking for…

A highly motivated and organized Property Onboarding Manager to oversee the coordination, execution, and management of the onboarding activities for our new AvantStay properties in the Nashville market. The Property Onboarding Manager will be an integral part of our property acquisitions and will act as the liaison between property owners and AvantStay through the onboarding and offboarding processes. This person is resourceful and a problem solver who loves to act in a project manager capacity. 

What you’ll do…

• Oversee the entire onboarding and offboarding processes of our portfolio of homes, from submission of...

Who we are...

AvantStay delivers exceptional, unique stays for group travelers. The company has built a tech-enabled millennial hospitality brand to be the new standard for group experience. We are venture funded and growing rapidly in the explosive $100+ billion dollar STR industry.

What we are looking for…

A highly motivated and organized Property Onboarding Manager to oversee the coordination, execution, and management of the onboarding activities for our new AvantStay properties. The Property Onboarding Manager will be an integral part of our property acquisitions and will act as the liaison between property owners and AvantStay through the onboarding and offboarding processes. This person is resourceful and a problem solver who loves to act in a project manager capacity. 

What you’ll do…

• Oversee the entire onboarding and offboarding processes of our portfolio of homes, from submission of signed contract...

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...

ResponsiveAds™ is an advanced creative ad technology suite to produce immersive rich-media responsive display ads that outperform the standard IAB engagement by 20x. We are aggressively looking to expand our bespoke solutions team with individuals passionate about building our customer onboarding process with existing and new clients. The company offers a combination of self-serve studio products (SaaS), 3rd party fluid ad serving, and a full-service rich-media creative development offering. The role enables this individual to work across all areas as a technical trainer and learning designer documenting all solutions and supplying educational tools for our clients.

A must requirement includes a high degree of creativity and an innovative mindset with quick learnability around the ad creative design and operations processes.

This role will be a constant balancing act between the day-to-day of all of the client interactions of onboarding, template specification...

As an Onboarding Manager, you will play a critical role in facilitating a smooth onboarding experience and enabling XOPS customers to extract the full value from our suite of products. You will join a dynamic, customer-focused team dedicated to product excellence and at the forefront of XOPS's exponential growth.In addition to assisting customers in onboarding to XOPS, you will also have the opportunity to utilize your strengths and interests to enhance our onboarding experience. This includes working closely with operations and product teams to refine our processes, collaborate on new product launches, or contribute to team expansion. Our onboarding organization encompasses several customer segments, and during the interview process, you will be matched with a segment based on your experience and the business needs.

**What you will do:**

- Engage directly with clients to onboard them to XOPS products across our product segments.

-...

As an Onboarding Manager, you will play a critical role in facilitating a smooth onboarding experience and enabling XOPS customers to extract the full value from our suite of products. You will join a dynamic, customer-focused team dedicated to product excellence. In addition to assisting customers in onboarding to XOPS, you will also have the opportunity to utilize your strengths and interests to enhance our onboarding experience. This includes working closely with operations and product teams to refine our processes, collaborate on new product launches, and contribute to team expansion. Our onboarding organization encompasses several customer segments, and during the interview process, you will be matched with a segment based on your experience and the business needs.

**What you will do:**

- Engage directly with clients to onboard them to XOPS products across our product segments.

- Proactively manage the onboarding process...

We are looking for a highly organized and results-driven Technical Onboarding Manager to join our team in the enterprise software industry. As a Technical Onboarding Manager at XOPS, you will play a pivotal role in ensuring the efficient and smooth delivery of our software solutions to IT professionals and enterprise clients. Your ability to bridge the gap between technical and non-technical teams will be essential for success in this role. An interest in IT automation is a strong plus. If you are a proactive leader with a passion for delivering innovation via autonomous systems, and experience working with enterprise clients, we want to hear from you.

You will be accountable for guiding and supporting our enterprise clients through the technical onboarding process. You will play a vital role in ensuring a smooth and successful implementation of our SaaS platform and solutions, ultimately leading to increased adoption, customer satisfaction, and...