Implementation Manager

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, a fast-growing FinTech, standing for “on behalf,” transforms the way payments are imagined – as 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 kick‑off to delivery. They bring impactful programs to life by extracting a comprehensive understanding of client goals and friction points, considering partner perspectives and capabilities, and fueling the power of internal departments. As a project manager working directly with our clients, this role develops and implements a project plan, acts as an internal advocate for client needs, and proactively identifies and resolves 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.

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
• Orchestrates 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 supervises 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 skills
• Knowledge of Microsoft programs including Word, Excel, and PowerPoint
• PMP preferred but not required

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.

Onbe is a proud equal‑opportunity employer. We seek 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 employment decisions including hiring, placement, promotion, termination, layoff, recall, transfer, compensation, training, and leaves of absence.