Source Job

$85,000–$100,000/yr
US

  • Manage end-to-end customer onboarding projects for Eltropy's AI-powered communication platform.
  • Configure SaaS and AI solutions, perform technical troubleshooting, and implement integrations with core banking systems.
  • Create and deliver customer training using AI-generated video, virtual sessions, and in-app guidance tools like WalkMe.

SaaS Implementation Project Management Customer Training Technical Troubleshooting Financial Services

20 jobs similar to Onboarding Manager

Jobs ranked by similarity.

Americas

  • Own a portfolio of roughly 20 concurrent implementations for Kojo's largest customers, scoping requirements and timelines with stakeholders.
  • Sequence product training by persona and travel in person across North America when needed.
  • Use AI-assisted analysis to catch customer signals and emerging themes before they become risks.

Kojo is a construction technology company making buildings cheaper and easier to build by transforming how commercial construction companies buy materials. Founded in 2018, we are one of the fastest-growing construction tech companies with 600+ contractors purchasing over $5B in materials annually on our platform.

$130,000–$150,000/yr
US

  • Lead complex, high-impact client implementations of conversational AI platform for financial institutions.
  • Anticipate risks, drive mitigation, and ensure alignment across client and internal stakeholders.
  • Mentor other Implementation Managers and improve implementation processes and tooling.

Posh is revolutionizing the way financial institutions serve their communities through innovative AI solutions for customer support. They are a growing team building a symbiotic relationship between humans and AI.

US Unlimited PTO 12w maternity 12w paternity

  • Manage a portfolio of onboarding projects, ensuring timely delivery and quality.
  • Partner with customers to understand business requirements and design solutions.
  • Educate customers on Qualio products and best practices, coordinating with internal teams.

Qualio is a unified quality and compliance management platform for regulated organizations. The team is all-remote, distributed across North America, Europe, and Australia, with a focus on security and quality.

$55,000–$60,500/yr
US

  • Manage customer onboarding and implementation across websites and platforms.
  • Conduct approximately 5 training calls per day to teach new users the Feathr platform.
  • Track account progress in Salesforce and other databases.

Feathr is a nonprofit marketing platform trusted by over 1,300 nonprofits, helping them build purposeful connections with their community. With a culture focused on practicality, ambition, candor, trust, and service, Feathr fosters an environment where amazing people can do their best work.

$65,000–$75,000/yr
Canada

  • Implement Mavenoid for customers and empower the sales team to close more deals.
  • Collaborate with Customer Success and Product teams to create and manage documentation.
  • Teach and empower customers to use Mavenoid while staying up to date with product features.

Mavenoid is the Intelligent Support Platform for products and devices, delivering best-in-class customer support with intelligent troubleshooting and remote support. Having raised our Series B, we are a remote-first company with a small, impactful team operating globally.

$50,000–$55,000/yr
US

  • Provide tailored services for paid implementation clients including consulting, building, and graphic design.
  • Work closely with clients to curate their onboarding journey and ensure apps pass review within six weeks.
  • Troubleshoot complex issues and partner with the team to improve the client experience.

Subsplash builds The Ultimate Engagement Platform for churches and ministries. The team of 280+ mission-driven people values humility, innovation, and excellence.

US

  • Join Xplor Pay as an Implementation Specialist to help new customers get optimally set up on their platforms.
  • Coordinate internally across teams to provide customers with a single point of contact during onboarding.
  • Act as a trusted advisor, guiding merchants through the implementation and adoption of the full product suite.

Xplor provides cloud-based, intuitive technology solutions for small and medium-sized businesses, enabling them to manage business operations and payments. With over 130,000 businesses in 72+ countries and backed by major investors, the company fosters a culture of teamwork, transparency, and ownership.

$55,000–$65,000/yr
US 4w maternity 4w paternity

  • Build product expertise through hands-on collaboration and structured training.
  • Guide customers through software onboarding, tracking project milestones and deliverables.
  • Deliver engaging client training and ensure smooth, confident software adoption.

WorkWave provides software that helps essential service teams manage their daily operations. The company has a global remote-first workforce with employees in over 30 states and 7 countries, and is known for its award-winning culture.

US

  • Lead complex enterprise-level customer onboardings, designing scalable implementation frameworks and owning the end-to-end lifecycle from handoff to go-live.
  • Partner cross-functionally with Integrations, Product, Sales Engineering, and Customer Success to align system requirements and delivery timelines.
  • Guide customers through AI-driven change, champion implementation quality, and mentor junior consultants to elevate delivery standards.

Vic.ai builds AI-powered autonomous accounting software for finance teams, automating invoice processing, coding, and approvals. It is a fast-growing, product-driven company backed by top-tier investors, with a culture emphasizing ownership, accountability, and values like People First and Action over Motion.

Global

  • Drive end-to-end implementation projects for credit union onboarding, owning project plans, risk mitigation, and stakeholder communication.
  • Operate with a consultative approach, diagnosing customer needs and prescribing solutions beyond standard playbooks.
  • Build structure and process from scratch, holding cross-functional teams accountable to milestones and quality standards.

Clutch is a vertical SaaS company backed by Andreessen Horowitz, focused on helping credit unions provide affordable lending solutions through innovative software. The company fosters a builder's culture with high autonomy, a small to mid-sized team, and a mission to revolutionize credit union member engagement.

US

  • Own end-to-end merchant onboarding from commercial handover to go-live, ensuring accurate configuration and timely transactions.
  • Serve as PAR's internal center of expertise on payment gateway operations, compliance, and process documentation.
  • Manage, coach, and develop a team of two onboarding specialists, embedding AI tools to improve workflows.

PAR Technology Corporation is a leader in restaurant technology, providing software and hardware solutions for the hospitality industry. They serve over 100,000 restaurants in more than 110 countries, with a culture centered on collaboration and innovation.

New Zealand Australia UK North America

  • Project manage customer enablement end to end, including workflow implementation and data ingestion.
  • Work onsite with property managers to guide them through the transition to AI-powered operations.
  • Deliver engaging training and build playbooks to scale future engagements.

Re-Leased is a cloud-based property management platform using smart automation and AI-driven insights to help property professionals thrive digitally. The company is a global team with values focused on people, finding a way, continuous improvement, and aiming high.

US

  • Lead the onboarding process for new customers and conduct product training sessions.
  • Provide technical support and issue resolution, collaborating with engineering on complex problems.
  • Develop customer success plans, monitor health metrics, and drive retention and growth.

EULER is an AI-native PRM for modern partnership teams, making partner revenue scalable and predictable. We grew 600% YoY in 2025 and serve industry leaders, with a fast-moving, intentional culture focused on delivering real value.

  • Own client relationships from kickoff through renewal, leading onboarding and training on our AI audit platform.
  • Jump into operations, support sales calls, review deliverables, and build internal processes as needed.
  • Take ownership of problems and workflows without yet an owner, stepping into any role to keep the company moving forward.

Oath is an early-stage startup reimagining audit through an AI audit platform. They are a small, growing team seeking early employees who thrive on building and ambiguity.

$75,000–$85,000/yr
US

  • Lead the customer implementation process from contract signature through full adoption and handoff to Customer Success.
  • Manage 30–40 concurrent implementation projects, each involving multiple stakeholders and varying timelines.
  • Design, deliver, and adjust project plans and milestone schedules to ensure engagement and momentum throughout multi-month onboarding.

12twenty is an enterprise level talent acquisition platform connecting the world's largest employers with students and alumni from top business schools and other graduate level institutions. The company offers competitive salary and stock options and has a team that embodies a passion for continuous improvement and collaboration.

US

  • Own the technical success and optimization of a portfolio of customers, serving as their primary technical point of contact and trusted advisor.
  • Analyze customer data to uncover trends, deliver actionable recommendations, and translate technical findings into business insights.
  • Configure and optimize customer environments, manage integrations, and troubleshoot complex issues in collaboration with Product and Engineering.

Vic.ai is an autonomous accounting platform that helps organizations automate accounts payable and gain financial insights through AI. As a fast-growing AI company, Vic.ai fosters a culture of innovation, curiosity, and customer success.

United States

  • Own the client experience from first integration through ongoing scale, acting as the bridge between product and companies building on Bastion's infrastructure.
  • Diagnose integration issues, fix documentation, and build lightweight automation, while ensuring new clients onboard with zero engineering effort.
  • Manage proactive client communication, partner with compliance to streamline onboarding, and feed client insights back to product.

Bastion builds regulated financial infrastructure for modern businesses, covering stablecoin issuance, custodial wallet infrastructure, and global asset conversion rails. It is a startup with a compliance-first approach, offering a fast-paced environment where employees are expected to contribute quickly.

Canada Unlimited PTO 8w maternity 8w paternity

  • Design and own the full digital customer journey for the SMB segment, from onboarding through renewal, using automated touchpoints and health-based interventions.
  • Build and manage lifecycle campaigns that drive product adoption using behavioral and health score signals, and leverage AI tools to automate outreach.
  • Instrument metrics, track program performance, and work cross-functionally with Product, Marketing, and Implementation to align strategy.

Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work® certification and on Fortune's Best Small Workplaces™ List.

Global Unlimited PTO

  • Partner with sales teams to ensure successful customer setups and address potential pain points proactively.
  • Manage multiple client onboarding projects simultaneously, taking full ownership of each project.
  • Conduct training sessions and migrate client data to ensure smooth transitions to the WeTravel platform.

WeTravel is a travel technology company that provides a one-stop platform for multi-day trip organizers to manage reservations, payments, and more. The company is scaling its services and values a collaborative, cross-functional culture with a focus on customer success.

$61,000–$74,000/yr
US Unlimited PTO

  • Configure advanced technical solutions to support clients, addressing complex technical issues and product inquiries.
  • Troubleshoot, diagnose, and resolve technical challenges across the product stack, ensuring prompt and efficient solutions.
  • Collaborate closely with Engineering, Product Management, and Global Support to drive product enhancements and client satisfaction.

Onit is redefining the future of legal operations through the power of AI, streamlining enterprise legal management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic.