Remote Onboarding Manager — SaaS & AI Solutions

Eltropy Inc.; Phoenix (AZ); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Remote work

Job summary

Eltropy Inc. is seeking an Onboarding Manager to guide financial institutions through onboarding and adoption of our AI-powered platform. The role covers end-to-end onboarding project management, SaaS configuration, and integrations with core banking systems.

The ideal candidate has 2-3 years of SaaS delivery experience, strong communication, and a proactive problem-solving mindset. Remote work with a customer-focused, collaborative team is offered.

Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, or a related field.
• 2-3 years of experience implementing or delivering software.
• High degree of technical aptitude.
• Comfort with managing customer timelines and dependencies.
• Passion for software technology and project management.
• Strong customer empathy and communication skills.
• Problem-solving mindset with attention to detail.
• Bias for action - dive into configuration, testing and training.
• Eagerness to learn about SaaS, AI, and fintech.
• Interest in community banking, credit unions and fintech.

Responsibilities

• Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents.
• Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels.
• Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality.
• Troubleshoot implementation issues in collaboration with technical teams.
• Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
• Build expertise on Eltropy’s platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence.
• Understand key financial services processes for lending, new accounts, collections, and consumer engagement.
• Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
• Help build and customize training resources to improve onboarding for credit unions and community banks.
• Use tools like WalkMe to guide users through in-app experiences.
• Advocate for customer needs internally during implementation.
• Help identify and communicate product or process improvements based on real-world use cases.
• Assist in testing new releases before they go live.
• Report bugs, give feedback, and support release acceptance processes.

Skills

2-3 years experience implementing or

Strong customer communication

Technical troubleshooting

Project management

Education

Bachelor’s degree in Business, Information Systems, Computer Science

Tools

WalkMe

Job description

Eltropy Inc. is seeking an Onboarding Manager to guide financial institutions through onboarding and adoption of our AI-powered platform. The role covers end-to-end onboarding project management, SaaS configuration, and integrations with core banking systems.

The ideal candidate has 2-3 years of SaaS delivery experience, strong communication, and a proactive problem-solving mindset. Remote work with a customer-focused, collaborative team is offered.