SaaS Onboarding & Implementation Lead

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 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.