Onboarding Manager

Job not on LinkedIn

November 12

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $55k - $94k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

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Affinity.co

WebsiteLinkedInAll Job Openings

Artificial Intelligence • B2B • Finance

Affinity. co is a relationship intelligence platform that helps manage and grow business networks. Affinity leverages artificial intelligence to automatically analyze and organize data on business contacts to provide actionable insights and enhance relationship building efforts. It is especially beneficial for dealmakers in industries like investment banking, private equity, and venture capital, enabling them to maintain stronger professional connections and improve deal flow.

201 - 500 employees

Founded 2014

🤖 Artificial Intelligence

🤝 B2B

💸 Finance

📋 Description

• Own 15-20 concurrent customer implementations from kickoff to go-live • Manage a structured 4–6 week onboarding process for each customer: kickoff, data migration, configuration, training, go-live, and handoff to Customer Success • Spend ~60% of your time on customer-facing work (calls, training, support), ~30% on project coordination, and ~10% on strategic initiatives (refining playbooks, building templates) • Conduct discovery to understand how each firm manages deal flow, tracks relationships, and reports to stakeholders • Configure Affinity to match their processes: build custom fields, set up pipeline stages, establish automations, and define user permissions • Monitor daily: Are customers completing pre-work? Are integrations on schedule? Are there blockers? • Identify risk signals early (low engagement, delayed data exports, scope creep) and take corrective action before they impact go-live timelines • Maintain <10% variance from planned timelines by managing dependencies and customer expectations • Lead role-based training sessions: admins learn configuration and reporting; end users learn daily workflows (logging meetings, updating deals, finding warm intros) • Use a "show, do, review" approach—demonstrate features, guide customers through exercises, and answer questions in real time • Goal: 80%+ of users actively using Affinity within the first week post-launch • Partner with Integrations Engineering on complex data migrations and API setups • Conduct Transition Calls with Customer Success Managers 1-2 weeks pre-launch, sharing detailed context on goals, stakeholders, configuration decisions, and expansion opportunities • Run Launch Validation sessions post-go-live to confirm everything works and troubleshoot day-one issues • Build customer instances: create custom fields, configure workflows, set up automations, establish permissions • Manage data imports from legacy systems (CRMs, spreadsheets) and troubleshoot common issues like duplicates and mismatched fields • Set up user accounts and ensure everyone can log in before training begins • Share patterns from your implementations to refine onboarding playbooks, training materials, and processes

🎯 Requirements

• 2–4 years of experience in SaaS onboarding, implementation, customer success, or project management • Strong project management discipline: you naturally track deliverables, anticipate dependencies, and know when to escalate • Excellent organizational skills with a system for managing 20 concurrent projects without dropping details • Client-facing polish: you can lead a kickoff with a Managing Partner, then train a junior analyst—adapting your style to the audience • Bias toward action: when issues arise, you proactively reach out, offer solutions, and escalate when needed • Change management instincts: you help customers adopt new technology by anticipating resistance and celebrating early wins • Technical aptitude: comfortable learning software quickly and troubleshooting basic technical issues • Nice to have: knowledge of Private Capital (Venture Capital, Private Equity, investment workflows), familiarity with CRM platforms (Salesforce, HubSpot), or experience working with financial services clients • Bachelor's degree or equivalent experience.

🏖️ Benefits

• Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being. • Retirement Planning: We offer a 401(k) plan to help you plan for your future. • Learning & Development: We provide an annual education budget and a comprehensive L&D program. • Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness. • Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.