Implementation Manager

Onbe Financial Services; Conshohocken (Montgomery County); Hybrid; USD 90,180 - 105,000; Full time

Benefits offered by this job

Medical benefits

401(k) matching

Unlimited PTO

Generous parental leave

Job summary

Onbe Financial Services in Conshohocken is seeking an Implementations Manager responsible for executing high-quality client onboarding procedures. The role involves developing project plans, managing expectations, and resolving issues to ensure successful implementation.

Responsibilities include leading multiple implementations, providing subject matter expertise, and coordinating with stakeholders. Candidates should have 5+ years of client-facing experience and a Bachelor's degree. The position offers a competitive salary and benefits, including unlimited PTO and 401(k) matching.

Qualifications

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

Responsibilities

• Lead multiple implementations, varying in scope and size, simultaneously.
• Manage client and internal stakeholder expectations and translate client requirements.
• Provide timely status reporting and lead status meetings.

Skills

Client-facing onboarding experience

Project management methodologies

Business writing and communication skills

Microsoft programs (Word, Excel, PowerPoint)

Project management tools/software (Smartsheet, MS Project)

Education

Bachelor's degree

Tools

Smartsheet

MS Project

Job description

Overview

Onbe, a fast-growing FinTech, brings innovation to a rapidly growing global marketplace. The company stands for “on behalf” and works on behalf of our clients as their comprehensive payments partner, transforming the way payments are imagined—an opportunity for innovation, a source of insight to customers, and a way to connect with partners worldwide.

Summary

The Implementations Manager is responsible for the execution of high-quality, active, and timely client onboarding procedures from kickoff to delivery. By extracting a deep understanding of client goals, friction points, partner perspectives, and capabilities, the manager brings impactful programs to life. Working directly with clients as a project manager, this role develops and implements a project plan, advocates for client needs, and proactively identifies and resolves potential roadblocks to successful implementation.

Location & Schedule

This hybrid role will work onsite 2 days per week at one of our locations: Chicago, Philadelphia, or the Dallas metro area. Occasional travel may be required.

Responsibilities

• Lead multiple implementations, varying in scope and size, simultaneously.
• Provide subject matter expertise on implementations, products & services, and marketing & training directly to external clients and internal partners.
• Orchestrate prioritization and discovery sessions with client teams to gather accurate, reliable information about program needs, expectations, and processes.
• Manage client and internal stakeholder expectations and translate client requirements and program characteristics to internal partners.
• Provide timely status reporting and lead status meetings that ensure clear messaging, outline deliverables, and supervise ownership and status of open issues.
• Create order templates, user guides, and presentation materials.
• Coordinate task request submissions and supervise action items from other departments.
• Configure implementation systems, conduct QA testing, launch programs, and hand them off.
• Facilitate client demos and training.
• Ensure all client-facing documents and information are provided upon delivery.
• Adhere 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.
• Experience with project management tools/software (Smartsheet, MS Project, etc.).
• Excellent business writing and communication skills.
• Knowledge of Microsoft programs including Word, Excel, and PowerPoint.
• PMP certification preferred but not required.

Compensation & Benefits

Base salary range: $90,180 to $105,000, with eligibility for an annual bonus. The actual base salary offered depends on qualifications, experience, skills, education, certifications, business needs, and market demand. Benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more.

Diversity & Inclusion

At Onbe, a diverse group of people, ideas, and perspectives contribute to our culture of openness and ingenuity. We celebrate differences and affirm belonging. Employees are encouraged to come as they are and share their diverse perspectives, identities, and experiences. We are committed to building an inclusive culture where everyone feels welcome.

Equal Opportunity Employer

Onbe is a proud equal‑opportunity employer. We do not discriminate 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 employment decisions including hiring, placement, promotion, termination, layoff, recall, transfer, compensation, training, and leaves of absence.