Onboarding & Scale Leader — Fintech Client Experience

Ubiquity Retirement and Savings (dba Decimal Inc); United States; Remote; USD 130,000 - 160,000; Full time

Benefits offered by this job

Bonus up to 10%

Job summary

Ubiquity Retirement + Savings is seeking an Client Onboarding Manager to own the onboarding experience from signed agreement through live plan. You will lead the New Plan and Conversion Team Leads, build scalable processes, and partner with Product and Technology to improve tools.

The role focuses on coaching, pipeline ownership, and creating playbooks to handle volume spikes, while measuring KPIs like time to live and customer satisfaction. Strong data skills are essential.

Qualifications

• 5+ years in fintech or regulated finance environments with 3+ years leading a customer-facing team.
• Experience building from scratch: teams, docs, training programs.
• Hands-on collaboration with Product and Engineering to define and test internal tools.

Responsibilities

• Lead and grow the onboarding team, coaching Team Leads and scaling as needed.
• Own the onboarding and conversion pipeline to meet timelines and SLAs.
• Design playbooks for onboarding workflows and SOPs under volume changes.
• Stand up training so specialists handle new plan setups confidently.
• Partner with Product and Engineering to translate patterns into tool requirements.
• Measure KPIs and use data to drive staffing and process decisions.
• Forecast capacity against sales pipeline and seasonality.

Skills

Leadership

Fintech

Product/Engineering collaboration

Data-driven

Communication

401(k) experience

Bachelor's degree

Education

Bachelor's degree or equivalent

Tools

Salesforce

CRM

MS Office

Job description

Ubiquity Retirement + Savings is seeking an Client Onboarding Manager to own the onboarding experience from signed agreement through live plan. You will lead the New Plan and Conversion Team Leads, build scalable processes, and partner with Product and Technology to improve tools.

The role focuses on coaching, pipeline ownership, and creating playbooks to handle volume spikes, while measuring KPIs like time to live and customer satisfaction. Strong data skills are essential.