Onboarding Manager

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November 19

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COMPLY

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Compliance • Finance • SaaS

COMPLY is a comprehensive compliance solutions provider specializing in helping financial services firms navigate state or SEC compliance regulations. Offering software coupled with consulting, education, and support, COMPLY serves a broad range of clients including broker-dealers, hedge funds, insurance companies, investment advisers, and private equity firms. Their solutions include compliance program management, employee compliance monitoring, risk assessments, regulatory filings, and educational services to elevate compliance programs. With a strong focus on regulatory expertise, COMPLY empowers firms to maintain compliance and manage risks effectively.

201 - 500 employees

📋 Compliance

💸 Finance

☁️ SaaS

📋 Description

• Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently. • Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details. • Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction. • Becoming a Comply product expert. • Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams. • Driving escalation and mitigating client issues if they arise during onboarding. • Training new clients / users on the features of the platform based on their specific needs. • Successfully transitioning clients to the Customer Success team post-onboarding. • Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks. • Assist in supporting special projects or other operational functions within the broader onboarding team.

🎯 Requirements

• 1-2 years of Customer Onboarding and/or Implementation experience or Customer Support at a B2B SaaS company • Demonstrated experience as a trusted advisor to clients / customers. • Excellent communication skills across multiple mediums (video conference, phone, email) • Willingness to learn and use coaching feedback to improve. • Basic understanding on configuration of data templates based on upload specs • Experience with Salesforce, GuideCX and JIRA is a plus • Exceptional time management and organization skills. • The ability to thrive in a fast-paced environment.