Director of Implementation and Onboarding – Delivery

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 10%

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• Lead the Project Management and Onboarding functions for enterprise client implementations • Oversee the full lifecycle of client implementations and onboarding from strategic planning through transition to support • Align client engagements with company objectives, client expectations, and resource availability • Implement a flexible client onboarding process aligned with product capabilities • Deliver a consultative, high-quality client experience and create referenceable clients • Coach and develop Delivery team members toward greater autonomy and confidence • Partner with Sales and Client Success to evaluate and scope engagements and contribute to pre-sales estimates and timelines • Support the EVP of Delivery with executive reporting, capacity planning, and program-health visibility • Collaborate with Solutions Enablement, Product, Support, QA, and Engineering to align roadmaps and resolve blockers • Establish delivery best practices for scope management, timelines, change control, risk mitigation, and project methodology • Use Monday.com, Jira, and Salesforce to forecast capacity, track deliverables, and provide insights to senior leadership • Serve as the second line of escalation for client issues and delivery roadblocks • Foster a high-trust, high-impact culture of continuous improvement and change management

🎯 Requirements

• Bachelor’s degree in business, technology, or related field • 10+ years of experience in software delivery, preferably within SaaS • 5+ years in people management roles • Proven track record leading teams managing complex, cross-functional, client-facing enterprise software projects • Experience with self-led client onboarding engagements • Familiarity with direct clients, partners, and third-party integrators • Experience in Agile/SCRUM environments • Familiarity with SDLC, backlog management, release cycles, and CI/CD practices • Strong grasp of project financials and ability to contribute to budgeting and resource-planning discussions • Exceptional communication skills, including executive presentations and client meetings • Proficiency in Monday.com, Jira, and Salesforce • Ability to lead through change, manage ambiguity, and remain composed during high-stakes situations • Advanced degree or certifications such as PMP or Scrum Master are a plus, not required

🏖️ Benefits

• Reasonable accommodations for applicants and employees who require them • Equal employment opportunity and a work environment free of discrimination and harassment