Client Onboarding Manager
Core
Guide enterprise clients through successful implementation and the early stages of their customer journey, leading onboarding projects from planning through adoption.
Role type
Client Onboarding Manager
Builds
Client onboarding projects and implementation plans
Domain
Financial services / Compliance (KYC, AML, transaction monitoring)
Deliverable
client delivery
Required skills
Project management, cross-functional coordination, client relationship management, product education, timeline and milestone management, stakeholder alignment
Preferred skills
Knowledge of KYC, transaction monitoring, AML, or related compliance solutions
Technologies
None stated
Responsibilities
Lead enterprise-level client onboarding and implementation projects from initial planning through successful delivery; Develop clear project plans, timelines, milestones, and communication workflows; Coordinate cross-functional internal teams to ensure seamless and timely implementation; Guide clients throughout their onboarding journey, proactively managing expectations and addressing potential challenges; Prepare and educate client teams to support effective product adoption and enablement; Collaborate across international teams and time zones to keep projects progressing efficiently
Seniority
Mid-level, hands-on IC
