Client Onboarding Manager (Employers / HR Focus)

What you will do….

Key Responsibilities:

Onboarding & Implementation

• Own and manage the end-to-end onboarding process for new employer clients
• Establish clear timelines, milestones, and expectations to ensure a smooth implementation
• Coordinate onboarding activities and ensure timely completion of all requirements

Customer Engagement & Experience

• Serve as the primary point of contact for clients during onboarding
• Build strong relationships with customer stakeholders, including HR teams and executives
• Conduct regular onboarding and follow-up calls to drive engagement and progress
• Provide product training, guidance, and best practices to support adoption

Project Management & Execution

• Maintain clear documentation and track onboarding progress across accounts (e.g., Salesforce)
• Communicate status updates internally and ensure alignment across teams
• Identify risks early, manage escalations, and drive timely resolution

Cross-Functional Collaboration

• Partner with Activation, Product, Engineering, Support, Finance, and Marketing teams
• Translate customer requirements and coordinate delivery through internal teams
• Collaborate closely with Sales and Client Success teams to ensure a smooth handoff

Risk Management & Customer Success

• Proactively identify and mitigate onboarding risks to ensure successful outcomes
• Ensure high levels of customer satisfaction throughout the onboarding journey
• Set the foundation for long-term retention and success post-onboarding

Performance & Continuous Improvement

• Meet and exceed onboarding KPIs such as time-to-launch, adoption, and customer satisfaction
• Provide feedback to improve onboarding processes, tools, and customer experience

• Bachelor’s degree or equivalent work experience
• 3–5 years of experience in Customer Success, Onboarding, Implementation, or Account Management within B2B or B2B2C SaaS/fintech
• Experience working with HR / employer-based clients preferred
• Strong project management and organizational skills with ability to manage multiple implementations simultaneously
• Excellent problem-solving and risk management capabilities
• Strong communication skills with the ability to present and influence stakeholders, including executives
• Proven ability to manage customer relationships and deliver high-quality service
• Analytical mindset with ability to interpret data and drive actions
• Experience with CRM tools such as Salesforce
• AI-enabled mindset and familiarity with leveraging AI tools to enhance customer engagement, insights, and operational efficiency

• Company Sponsored Health, Dental and Vision insurance 
• 401K, traditional and Roth with employer match 
• Tuition Assistance or Tuition Reimbursement
• Monthly Gym Reimbursement
• Paid time off to volunteer
• Paid Family Leave (California)
• Unlimited Paid Time Off
• Complimentary office lunches
• Opportunity to grow
• Opportunity to work with a great team committed to making a difference.
• Salary Range: $85K to $105K plus Commission