Client Onboarding Manager
Core
Lead enterprise-level client onboarding and implementation projects, guiding customers through setup to successful adoption of digital trust, compliance, and risk management solutions.
Role type
Senior IC Client Onboarding Manager
Builds
Implementation journeys for enterprise clients in the financial technology and compliance domain
Domain
Financial services / Compliance / Risk Management
Deliverable
client delivery
Required skills
Project management, cross-functional coordination, client education, timeline management, risk identification, stakeholder communication
Preferred skills
Knowledge of KYC, AML, identity verification, remote-first collaboration
Technologies
None explicitly stated
Responsibilities
Lead enterprise-level client onboarding and implementation projects from initiation through successful adoption; Establish clear project plans, milestones, responsibilities, timelines, and communication workflows; Coordinate cross-functional internal teams to ensure smooth delivery; Act as a central point of coordination between clients and internal stakeholders; Guide customers through implementation journeys and support adoption; Prepare and deliver client education, onboarding materials, demonstrations, and guidance; Monitor project progress, identify risks or blockers early, and coordinate actions; Maintain clear and proactive communication with client stakeholders; Build strong customer relationships by understanding client needs; Collaborate with internal teams to resolve onboarding challenges; Ensure project documentation and status updates are maintained accurately.
Seniority
Mid-level, hands-on IC
