Onboarding Project Manager

Job Title: Onboarding Project Manager

Classification: Salaried (Exempt)

Reports to: Manager, Partner Operations

Role Overview

The Onboarding Project Manager is responsible for triaging incoming partner projects, ensuring proper routing, and assigning them to Onboarding Specialists based on availability and capacity. This role serves as the first point of communication for partners, providing timeline updates, answering early-stage questions, and coordinating smooth handoffs. In some cases, the Onboarding Project Manager will take on smaller onboarding projects directly to help partners launch within their 30-day onboarding window.

Key Responsibilities

• Triage incoming onboarding projects, determining whether partners require pre-onboarding or direct assignment to an Onboarding Specialist.
• Assign projects based on specialist availability and capacity while tracking partner progress through intake.
• Serve as the initial point of contact for partners, providing timeline updates, answering early-stage questions, and setting clear expectations.
• Take on small onboarding projects directly to help ensure partners launch within the 30-day onboarding window.
• Collaborate with the implementation team and Partner Operations Manager to refine workflows and improve efficiency within the CRM and onboarding tools.
• Identify and implement improvements to triage, intake, and assignment processes for a consistent and efficient partner experience.

Requirements

• 3–5 years of experience in project coordination, onboarding, or operations (hospitality, SaaS, or fintech preferred).
  
• Strong organizational and time-management skills; ability to juggle multiple projects.
  
• Excellent written and verbal communication skills with both partners and internal teams.
  
• Experience with CRM and project management tools (Salesforce, TaskRay, JIRA strongly preferred)
  
• Process-focused with attention to detail and a mindset for continuous improvement.
  
• Comfortable in a fast-paced, evolving environment.

Some of our Benefits:

• Generous PTO and company holiday policy + company paid Short Term Disability
• 100% employer covered health and dental insurance for our direct employees (a set plan is covered, with higher tier healthcare coverage available at employee's additional cost; dependent coverage is at employee's cost); vision plan available at employee's additional cost
• Child Care Benefits and generous parental leave
• Dog-friendly workspace in a secure building with great views of downtown Austin
• Daily lunches and snacks for in-office team members

Salary:

• $80,000 - $85,000 DOE