Onboarding Manager

Enumerate; Tampa (FL); On-site; USD 60,000 - 71,000; Full time

Job summary

Enumerate is seeking an Onboarding Manager to lead onboarding and data migration for our Financial Services clients. You will plan projects, build data tables, configure system resources, and coordinate with vendors to set up client accounts in our systems.

You will scope projects, create processes for timely implementations, and partner with cross‑functional teams to ensure quality delivery and clear client communication.

Qualifications

• 3–5 years of experience in SaaS implementations.
• Bachelor’s degree in a related field is a plus but not required.
• Project management, accounting knowledge, or data migration experience is a plus.

Responsibilities

• Plan and execute onboarding processes.
• Gather necessary data from clients.
• Create project timelines for implementation.
• Build database structures within Central.
• Establish banking relationships and open accounts as needed.
• Establish payment processing method agreements for AP and AR.
• Communicate with clients and stakeholders and serve as escalation point.
• Create users to access CENTRAL and banking systems.
• Coordinate with adjacent teams for day-to-day turnover after onboarding.
• Implement technical systems and solutions to support organizational objectives.
• Monitor past rollout projects and generate improvement reports.
• Monitor and analyze performance metrics to ensure goals are met during implementation.
• Create project plans, meeting minutes, and documentation to ensure tasks are completed on plan.

Skills

SaaS Implementations

Project management

Data migration

Education

Bachelor’s degree (related field)

Job description

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients. This role is responsible for planning, building data tables, configuring system resources and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects.

Key Responsibilities

• Plan and execute onboarding process
• Gather necessary data from client
• Create project timeline for implementation
• Build database in Central
• Establish banking relationship and open accounts as needed
• Establish payment processing method agreements both AP and AR
• Communication with owners
• Creating Users to access CENTRAL and banking
• Communicating with adjacent Teams that will run the day to day after turnover from Onboarding
• Implement technical systems and solutions in support of organizational objectives.
• Monitor past rollout projects and create reports detailing insights and potential improvements for future initiatives.
• Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.
• Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.
• Interact with clients and stakeholders, as well as serve as a first line of escalation.
• Create process improvements and ensure they are being adhered to.

Requirements

• 3-5 years of experience in SaaS Implementations.
• Bachelor’s degree in a related field is a plus but not required.
• Project management, accounting knowledge and/or data migration experience is a plus

The pay range is inclusive of base salary plus any applicable bonuses or commissions.

Total compensation pay range (annual salary):: $60,000 USD - $71,000 USD