Client Onboarding Manager (Employers / HR Focus)

What you will do….

Key Responsibilities:

Onboarding & Implementation

• Own and manage the end-to-end onboarding process for new employer clients


• Establish clear timelines, milestones, and expectations to ensure a smooth implementation


• Coordinate onboarding activities and ensure timely completion of all requirements

Customer Engagement & Experience

• Serve as the primary point of contact for clients during onboarding


• Build strong relationships with customer stakeholders, including HR teams and executives


• Conduct regular onboarding and follow-up calls to drive engagement and progress


• Provide product training, guidance, and best practices to support adoption

Project Management & Execution

• Maintain clear documentation and track onboarding progress across accounts (e.g., Salesforce)


• Communicate status updates internally and ensure alignment across teams


• Identify risks early, manage escalations, and drive timely resolution

Cross-Functional Collaboration

• Partner with Activation, Product, Engineering, Support, Finance, and Marketing teams


• Translate customer requirements and coordinate delivery through internal teams


• Collaborate closely with Sales and Client Success teams to ensure a smooth handoff

Risk Management & Customer Success

• Proactively identify and mitigate onboarding risks to ensure successful outcomes


• Ensure high levels of customer satisfaction throughout the onboarding journey


• Set the foundation for long-term retention and success post-onboarding

Performance & Continuous Improvement

• Meet and exceed onboarding KPIs such as time-to-launch, adoption, and customer satisfaction


• Provide feedback to improve onboarding processes, tools, and customer experience

• Bachelor’s degree or equivalent work experience


• 3–5 years of experience in Customer Success, Onboarding, Implementation, or Account Management within B2B or B2B2C SaaS/fintech


• Experience working with HR / employer-based clients preferred


• Strong project management and organizational skills with ability to manage multiple implementations simultaneously


• Excellent problem-solving and risk management capabilities


• Strong communication skills with the ability to present and influence stakeholders, including executives


• Proven ability to manage customer relationships and deliver high-quality service


• Analytical mindset with ability to interpret data and drive actions


• Experience with CRM tools such as Salesforce


• AI-enabled mindset and familiarity with leveraging AI tools to enhance customer engagement, insights, and operational efficiency

• Company Sponsored Health, Dental and Vision insurance 


• 401K, traditional and Roth with employer match 


• Tuition Assistance or Tuition Reimbursement


• Monthly Gym Reimbursement


• Paid time off to volunteer


• Paid Family Leave (California)


• Unlimited Paid Time Off


• Complimentary office lunches


• Opportunity to grow


• Opportunity to work with a great team committed to making a difference.


• Salary Range: $85K to $105K plus Commission