Enterprise Onboarding Project Manager

abcfinancial; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

ABC Fitness is seeking a project and onboarding manager to guide clients through the integration and onboarding lifecycle, ensuring timely delivery and clear communication across multiple projects. You will coordinate cross-functional teams to align scope, timelines, and risk while delivering value.

You will lead client training, track progress in Salesforce, and act as the client's advocate to maximize satisfaction and business impact across engagements.

Qualifications

• 3+ years experience managing projects and coordinating client conversations.
• Advanced Microsoft Excel skills.
• Proficiency with MS Word, MS Access, Outlook, and OneNote.
• Excellent verbal and written communication skills.
• Strong time management and ability to lead.
• Self-starter who can make independent decisions.
• Willingness to be on-call 24/7.

Responsibilities

• Lead onboarding of clients through ABC Fitness onboarding process.
• Define project scope, roles, and responsibilities with clients.
• Track project timelines using PM tools.
• Lead software and system solution deployment for clients.
• Own resolution of onboarding projects and client issues.
• Act as client advocate ensuring timely resolution.
• Educate clients to maximize value and revenue.
• Provide client training and periodic customer visits.
• Create training content and onboarding materials.
• Collaborate with software development for product improvements.
• Deliver project completion documentation to Customer Success.
• Provide weekly project updates to leadership.
• Review and approve deliverables with sign-off.

Skills

Project management

Excel

MS Word

MS Access

Outlook

OneNote

Communication

Time management

Leadership

Self-starter

Independent decision making

On-call availability

Tools

Salesforce

Job description

Our Values

Best Life

We believe great work begins with great people. That's why our culture is built on respect, trust, and belonging. We create an inclusive environment where every team member can bring their authentic self to work-because diverse perspectives drive innovation and meaningful impact.

Growth Mindset

We are doers, thinkers, and dreamers. At ABC Fitness, your growth is our investment. Through continuous learning, mentorship, and professional development opportunities, we empower you to reach new heights-personally and professionally.

One Team

From day one, you'll be part of a team that collaborates, celebrates, and cares. We move fast, support one another, and have fun along the way. Because when you thrive, we all thrive.

INTRODUCTION

This position is responsible for successfully managing integration requirements across multiple concurrent projects. These projects vary in complexity and scope, requiring strong attention to detail.Throughout the project lifecycle, this role will serve as the primary point of contact for clients, effectively communicating and balancing project constraints related to scope, timelines, quality, and risk. This includes setting clear expectations and monitoring client satisfaction.This position operates in alignment with company values and goals, consistently striving to exceed expectations and create "raving fans" throughout the onboarding experience for all new customers.

WHAT YOU'LL DO

• Manage clients through the ABC Fitness onboarding process
• Manage project expectations across the full scope, clearly defining roles and responsibilities
• Manage project timeline tracking for task execution/delegation through provided PM tools.
• Take a leadership role in ensuring ABC Fitness delivers appropriate software and system solutions to clients
• Own and be accountable for the successful resolution of onboarding projects
• Act as the client's advocate, taking ownership of issues and ensuring timely resolution
• Ensure clients fully utilize solutions to maximize value and revenue for both the client and ABC Fitness
• Educate and guide clients on how to get the most out of their partnership with ABC Fitness
• Provide specialized software and systems training as needed
• Identify and execute upsell/cross-sell opportunities, educating clients on all platform features
• Manage, delegate, and oversee client issues in collaboration with departmental leadership
• Use Salesforce (or other designated CRM) to track client interactions and activities
• Facilitate requirements discussions, capture business and financial needs, and document integration requirements end-to-end
• Develop and maintain accurate project deployment and integration schedules
• Oversee and lead client training sessions and customer visits related to assigned projects
• Create and deliver brand-specific training and onboarding content, both in person and virtually
• Support pre-sales efforts and activities for new prospects and customers when required
• Review and approve deliverables, including post-deliverable sign-off
• Provide reporting from various software systems aligned with client business needs, including financials, growth forecasting, production, marketing, and demographics

Project & Stakeholder Management

• Direct all conversion and onboarding activities, collaborating with internal ABC Fitness teams to ensure effective communication and timely responses
• Manage, delegate, and oversee client issues with department leadership
• Partner with upper management to resolve complex issues when necessary
• Provide weekly project updates and summaries to department leadership
• Offer expert guidance and support to internal teams and onsite staff to address critical or outstanding implementation issues
• Collaborate with Software Development to advocate for product enhancements and improvements
• Deliver project completion documentation to Customer Success to ensure a smooth transition to the final stage of the lifecycle

Additional Responsibilities

• Maintain expert-level knowledge of all client-facing software and systems
• Proactively create opportunities to engage with clients through regional meetings and events
• Submit expenses in a timely manner and adhere to company expense policies
• Perform other duties as assigned by management
• Maintain regular and reliable attendance

WHAT YOU'LL NEED

• 3+ years experience managing projects, facilitating client conversations, leveraging technical aptitude, and collaborating cross-functionally to set up clients for success
• Advanced Microsoft Excel skills
• Intermediate MS Word, MS Access, Outlook, OneNote
• Excellent communication skills, verbal and written
• Excellent time management
• Must demonstrate leadership
• Must be a self-starter
• Must be able to make independent decisions and take calculated risks
• Must be dedicated to be available on-call 24/7
• Must be an excellent communicato