Client Onboarding & Implementation Lead

Onbe Financial Services; Plano (TX); Hybrid; USD 90,180 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Unlimited PTO

401(k) matching

Generous parental leave

Job summary

Onbe Financial Services is looking for an Implementations Manager to oversee high-quality client onboarding procedures. This hybrid role requires experience in project management and strong client-facing skills. The Implementations Manager will coordinate multiple implementations, provide subject matter expertise, and ensure compliance with company policies.

Ideal candidates should have a Bachelor's degree and 5+ years of relevant experience. A competitive salary range of $90,180 to $105,000 is offered, along with comprehensive benefits including wellness programs and 401(k) matching.

Qualifications

• 5+ years of experience in a client-facing onboarding role.
• Proven understanding of project lifecycle methodology and principles.
• PMP certification preferred but not required.

Responsibilities

• Leads multiple implementations of varying scope and size.
• Provides subject matter expertise directly to external clients.
• Coordinating client demos and training.
• Ensures all client-facing documents are provided upon delivery.

Skills

Client-facing onboarding experience

Project management methodology

Business writing skills

Communication skills

Microsoft Word, Excel, PowerPoint

Education

Bachelor's degree

Tools

Smartsheet

MS Project

Job description

Onbe Financial Services is looking for an Implementations Manager to oversee high-quality client onboarding procedures. This hybrid role requires experience in project management and strong client-facing skills. The Implementations Manager will coordinate multiple implementations, provide subject matter expertise, and ensure compliance with company policies.

Ideal candidates should have a Bachelor's degree and 5+ years of relevant experience. A competitive salary range of $90,180 to $105,000 is offered, along with comprehensive benefits including wellness programs and 401(k) matching.