Implementation Manager

Onbe Financial Services; Buffalo Grove (IL); Hybrid; USD 90,180 - 105,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) matching

Unlimited PTO

Generous parental leave

Job summary

Onbe Financial Services, located in Buffalo Grove, seeks an Implementations Manager to oversee high-quality client onboarding. This hybrid role involves leading multiple implementations while collaborating with both clients and internal teams.

The ideal candidate has a Bachelor's degree and at least 5 years in a client-facing onboarding capacity. Competitive benefits include comprehensive medical plans, unlimited PTO, and annual bonuses, with a salary range of $90,180 to $105,000.

Qualifications

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

Responsibilities

• Leads multiple implementations of varying scope and size.
• Manages client and internal stakeholder expectations.
• Provides timely status reporting and leads status meetings.

Skills

Client-facing onboarding

Project management methodologies

Business writing

Communication skills

Project Management tools (Smartsheet, MS Project)

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Summary

The Implementations Manager is responsible for the execution of high-quality, active and timely client onboarding procedures from the kick-off to delivery. They bring impactful programs to life by extracting a comprehensive understanding of our client's goals and friction points, considering all partner perspectives and capabilities, and fueling the power of internal departments! As a project manager working directly with our clients, this role will develop and implement a project plan, act as an internal advocate for client needs and proactively identify and resolve potential roadblocks to successful implementation!

This role is hybrid and will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.

Responsibilities

• Leads multiple implementations, varying in scope and size, simultaneously
• Provides subject matter expertise for implementations, products & services, and marketing & training directly to external clients and internal partners
• Orchestrate prioritizing and discovery sessions with client teams to gain accurate, reliable information about program needs, expectations, and processes
• Manages client and internal stakeholder expectations and translates client requirements and program characteristics to internal partners
• Provides timely status reporting and leads status meetings that ensure clear messaging, outline deliverables, and supervise ownership & status of open issues
• Builds order templates, user guides, and presentation materials
• Coordinates and conducts task request submissions and supervising on action items from other departments
• Provides implementation system configuration, QA testing, program launch, and hand-off
• Facilitates client demos and training
• Ensures all client-facing documents and information have been provided upon delivery
• Adheres to all Risk & Compliance policies and procedures

Qualifications

• Bachelor's degree
• 5+ years of experience in a client-facing onboarding role using proven implementation or project management methodologies
• Proven understanding of best practices in project lifecycle methodology and project management principles
• Project Management tool/software experience (Smartsheet, MS Project, etc.)
• Excellent business writing and communication skillsKnowledge of Microsoft programs including Word, Excel, and PowerPoint
• PMP preferred but not required

Benefits

The base salary range for this position is budgeted for $90,180 to $105,000 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more!

Equal Opportunity

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence.