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 teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible 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 project 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