Client Onboarding Manager

SimplePin; United States; On-site; USD 50,000 - 120,000; Full time

Job summary

Join a fintech company as a Client Success and Implementations Manager, focusing on onboarding clients and ensuring deployment success. Ideal candidates are detail-oriented with strong communication and project management skills, eager to grow with SimplePin in revolutionizing the insurance payments landscape.

Qualifications

• 1-3 years of experience in client-facing roles, ideally in tech, fintech, SaaS, or insurance.
• Strong communication skills, both written and verbal.
• Understanding of payments, accounting, or system integrations is a plus.

Responsibilities

• Manage multiple client deployments and onboarding.
• Conduct training sessions for clients on the SimplePin platform.
• Provide ongoing support post-deployment and assist in technical demos.

Skills

Organization

Communication

Multitasking

Education

Bachelor's degree or equivalent

Job description

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Are you ready to launch your career at the intersection of fintech, client success, and cutting-edge SaaS solutions? Join us at SimplePin , where we’re revolutionizing the insurance payments landscape across North America

About SimplePin: SimplePin is revolutionizing payments and receivables automation in the insurance space. We are working with some of the largest and most innovative insurance providers across Canada and United States to optimize their end customer experience while providing maximal automation, accuracy, and transparency to accounting teams.

Job Description: SimplePin is seeking a highly organized and skilled Client Success and Implementations Manager to join our dynamic team. In this role, you will be responsible for onboarding new clients, customizing and configuring our solution to meet their needs, and ensuring the success of each deployment. You will manage multiple concurrent deployments, provide ongoing support, and assist the sales team with technical demos for new prospects. This role requires a deep understanding of the accounting, payments and B2B SaaS implementations, as well as understanding of system integrations.

Key Responsibilities:

• Client Onboarding: Understand client requirements, customize and configure the SimplePin solution, and plan and manage the implementation project.
• Training: Conduct comprehensive training sessions for clients to ensure they are well-versed in using the SimplePin platform.
• Deployment Success: Ensure the smooth and successful deployment of SimplePin, addressing any issues that arise during the process.
• Customer Support: Provide continuous support to clients post-deployment, helping them resolve any issues and optimize their use of SimplePin.
• Technical Demos: Support the sales team by conducting technical demos for new prospects, showcasing the capabilities and benefits of SimplePin.
• Project Management: Manage multiple deployments simultaneously, ensuring each project stays on track and meets client expectations.
• Client Relationship Management: Build and maintain strong relationships with clients, ensuring their satisfaction and success with SimplePin.

Who you are:

You're detail-oriented, proactive, and people-savvy — and you’re excited to make an impact at a growing fintech company. Whether you're a recent grad or early in your career, we’re looking for someone who’s motivated to grow with us.

• 1–3 yearsof experience (internships or co-ops welcome!) in client-facing roles, ideally in tech, fintech, SaaS, or insurance.
• A foundational understanding ofpayments,accounting, orsystem integrationsis a plus.
• Strongorganization and multitasking skills— you thrive in fast-paced environments with lots of moving pieces.
• Excellentcommunication skills, both written and verbal.
• Comfort learning technical concepts and explaining them in plain language.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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