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$124,000–$155,000/yr
US Canada Unlimited PTO

  • Independently own end-to-end onboarding for largest strategic customers, transforming investment data for the platform.
  • Review, analyze, and interpret complex financial datasets for import into Juniper Square.
  • Build scalable AI workflows and mentor junior team members to drive process innovation.

Excel SQL Python Financial Analysis Stakeholder Management

20 jobs similar to Lead Product 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.

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.

US 8w maternity 8w paternity

  • Analyze client segmentation and revenue data to identify trends and inform growth strategy.
  • Build and maintain models to track operational and capacity metrics and support workforce planning.
  • Develop and present analyses and recommendations to senior leadership.

Mercer Advisors is a family office firm that integrates financial planning, investment management, tax, estate, and insurance services. With over 42,800 families across 110+ cities, it is ranked #1 RIA firm by Barron's and has a diverse workforce with over half women employees.

Slovakia 5w PTO

  • Work with top-tier banks on data transformation projects that redefine financial services.
  • Modernize processes and optimize data management solutions from business analysis to implementation.
  • Take on increasing responsibility and lead sub-projects and project teams.

Capco specializes in management consulting and software development, partnering with leading international banks and insurance companies across Western Europe. They foster a collaborative culture and prioritize career growth and well-being.

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.

US Unlimited PTO

  • Own a portfolio of 12-15 complex B2B accounts ($100K-$300K ARR) and lead executive onboarding to align stakeholders on goals.
  • Build deep relationships with executive sponsors, drive product adoption, and progress expansion opportunities with Account Executives.
  • Use customer data for high-impact QBRs and act as a trusted advisor to deliver measurable business value.

Clutch is a revolutionary vertical SaaS company backed by Andreessen Horowitz that empowers Credit Unions to become FinTech lenders. With a team of 10+ in Customer Success, the culture is high-trust, high-accountability, and values progress over perfection.

$70,000–$87,000/yr
US

  • Guide users through onboarding and adoption to integrate AlphaSense into their workflows.
  • Drive engagement through warm outreach and live sessions to increase platform usage.
  • Collaborate with account managers and product teams to improve client experience and share insights.

AlphaSense delivers AI-driven market intelligence and search to empower professionals in decision-making. The company has over 2,000 employees globally, trusted by 6,000+ enterprise customers, and emphasizes a collaborative and innovative culture.

United States

  • Lead new Version2.ai customers in preparing for their autonomous fundraiser launch.
  • Manage data integrations between client CRM and Version2, including SFTP transfers and data exports.
  • Collaborate with Sales, Engineering, and Customer Success to ensure a world-class onboarding experience.

Givzey is a fast-growing technology company serving the nonprofit sector, using AI-powered donor engagement to unlock generosity. Its Version2.ai platform features the first autonomous AI fundraisers, and the company has helped organizations raise $10M+ in three years.

$153,000–$229,000/yr
US

  • Actively own the end-to-end delivery cycle for critical client accounts, extracting data and executing advanced analyses.
  • Serve as a trusted advisor to senior brand and retailer stakeholders, driving mutual revenue and optimizing campaigns.
  • Serve as a core liaison connecting Sales, Engineering, Data Science, and other teams to align technical capabilities with market demands.

Avery Dennison is a global materials science and digital identification solutions company with locations in over 50 countries and approximately 35,000 employees worldwide. They foster a culture of curiosity and courage, committed to diversity and innovation.

US Unlimited PTO 24w maternity 12w paternity

  • You lead hands-on implementation of Celonis solutions for enterprise customers, combining platform expertise with AI-augmented workflows.
  • You conduct business discovery workshops, define project scope, and ensure data connectivity and extraction pipelines are properly configured.
  • You direct AI deployment agents to build data models, process analyses, and operational solutions, validating outputs against business requirements.

Celonis is the global leader in Process Intelligence and the pioneer of Process Mining technology. As a fast-growing enterprise SaaS company with over 20 offices worldwide, we help companies unlock billions in value by placing intelligence at the core of every business process.

$55,000–$65,000/yr
US

  • Partner with the Onboarding & Integration team to support successful execution of system integration plans for acquired Focus offices.
  • Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data.
  • Identify data discrepancies, escalate issues, and coordinate timely resolution with internal teams and external partners.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. With over $180 billion in regulatory assets under management, they serve clients in all 50 states and are part of Focus Financial Partners.

US 3w PTO

  • Manage an assigned portfolio of Fintech clients and build long-term strategic partnerships.
  • Actively hunt and prospect new-logo Fintech accounts to build a strong net-new pipeline.
  • Align Experian capabilities to client objectives, drive revenue growth, and deliver exceptional client experiences.

Experian is a global data and technology company that powers opportunities for people and businesses by redefining lending, preventing fraud, and creating marketing solutions. With 22,500 employees across 32 countries, we foster a people-first culture that values inclusion, development, and work-life balance.

UK

  • Own and grow a portfolio of strategic Tier 1 Financial Services accounts.
  • Develop and execute strategic account growth plans aligned to customer objectives.
  • Build trusted relationships with executive and C-suite stakeholders.

Aveni is redefining how financial institutions use AI, building real, production-ready agentic systems for banks and financial services firms. Backed by leading investors and recognized as Fintech of the Year, Aveni is growing rapidly with a remote-first culture across the UK.

Brazil

  • Connect data, customer behavior, and campaign performance to drive personalized CRM strategies for SME clients.
  • Translate NBO/NBA model outputs into actionable hypotheses, tests, and communication campaigns.
  • Partner with CRM, Marketing, Sales, Product, Data Science, and Analytics teams to embed analytical intelligence into customer journeys.

Experian is a global data and technology company that drives opportunities for people and businesses worldwide. With 25,200 employees across 32 countries, the company fosters a people-centric, inclusive culture recognized by awards such as World's Best Workplaces 2025 and Great Place to Work in 26 countries.

$64,400–$122,700/yr
US

  • Develop pricing and financing structures for complex customer proposals and manage financing transactions from origination to completion.
  • Collaborate with sales teams and regional finance managers to support business objectives and educate on equipment financing options.
  • Maintain and process documentation for approximately 30 completed financing transactions per month using Salesforce and internal systems.

Stryker is one of the world’s leading medical technology companies, providing innovative products and services in Orthopaedics, Medical and Surgical, and Neurotechnology and Spine. It is a large global company with thousands of employees, known for its inclusive culture and recognition as one of the World's Best Workplaces.

Europe

  • Guide clients in redefining reporting and analytics to leverage Kraken data through hands-on query writing and training.
  • Advise senior client leadership on building a high-performing data organization and data strategy.
  • Strategically define client data needs to influence the product roadmap and partner with engineering to deliver new features.

Kraken is a technology company building an AI-driven platform for energy management, optimizing renewable generation and grid intelligence. They are a flat and agile organization, certified as a Great Place to Work in multiple countries with a strong culture.

Global

  • Support the design and creation of the global Customer Success function, focusing on insights, productivity, and best practices.
  • Independently lead data analytics and modeling with a focus on retention and growth, using tools like SQL, Superset, and Python.
  • Act as a Technical Project Manager for strategic initiatives, coordinating stakeholders and scaling results across markets.

Docplanner Group is on a mission to help people live longer, healthier lives as the world's largest healthcare platform, connecting 24 million patients with 280k doctors across 13 countries. With over 3,000 employees, they operate in a fast, flexible, and hands-on culture that values real impact and long-term growth.

Mexico

  • Identify and assess high-value automation opportunities within large-scale banking and financial environments.
  • Define business cases for automation initiatives including ROI, cost savings, and efficiency gains.
  • Lead end-to-end process analysis and collaborate with technical teams to shape scalable solutions.

Jobgether uses AI-powered matching to connect candidates with job opportunities. They operate globally, focusing on efficient and fair hiring processes.

$60,000–$65,000/yr
US

  • Lead end-to-end migration processes for multi-property portfolios, ensuring timelines and client expectations are met.
  • Serve as the primary point of contact for clients during migrations, facilitating communication and ensuring satisfaction.
  • Partner with cross-functional teams to align requirements, remove roadblocks, and maintain visibility across stakeholders.

Asset Living is a third-party property management firm that fosters thriving communities nationwide. With decades of experience and a diverse team of talented individuals, the company is recognized as one of the nation's Best and Brightest Places to Work, emphasizing a culture of unity and collective success.

$200,000–$260,000/yr
US Unlimited PTO

  • Lead a team of business analysts and data scientists embedded in SentiLink's sales process and partner relationships, building compelling, data-driven business cases.
  • Own and expand the team's scope to deepen consultative work with partners and generate early-stage pipeline through analytical hooks.
  • Act as a hands-on leader who pairs analytical judgment with exceptional communication skills, building trusted relationships as a coach, mentor, and strategic partner.

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. Backed by world-class investors like Craft Ventures and Andreessen Horowitz, the company has earned recognition from Forbes Fintech 50 and operates as a digital-first company with offices across the US and India.