Senior Manager of Customer Onboarding
Core
Lead a team of onboarding managers to drive software adoption, customer competence with digital workflows, and payments utilization for community associations.
Role type
Senior Manager of Customer Onboarding (People Leader)
Builds
End-to-end onboarding program, enablement playbooks, and AI/tech-enabled workflows
Domain
Vertical SaaS (Association Management ERP) + Fund Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team leadership and performance management, SaaS onboarding strategy, payments adoption enablement, data migration oversight, stakeholder alignment, program redesign, metrics-driven coaching
Preferred skills
AI/automation application in service delivery, hands-on fund accounting knowledge, ERP implementation experience
Technologies
AI tools, automation workflows, digital payment systems
Responsibilities
Build and coach a high-performing team of onboarding managers, own the end-to-end onboarding experience and strategy, act as escalation point for complex challenges, guide data migration and setup, redesign onboarding processes with AI/tech, run performance rhythms and reporting
Seniority
Senior, hands-on IC with management scope
