Manager, Implementation and Onboarding

🔥 15 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 project management and onboarding for enterprise client implementations • Oversee a team responsible for the full lifecycle of enterprise client and partner implementations • Manage planning, resource alignment, execution, and transition to support • Lead client and partner engagements in alignment with company objectives, client expectations, and resource availability • Deliver a high-quality, efficient client and partner experience • Coach team members toward increasing autonomy and confidence • Support Sales and Client Success discovery by evaluating and scoping new engagements • Contribute to pre-sales estimates and timeline assumptions • Complete reporting and capacity planning and provide visibility into program health • Establish and enforce best practices for scope management, timeline integrity, change control, and risk mitigation • Continuously improve project methodology and operational efficiency • Use Monday.com, Jira, and Salesforce to forecast capacity, track deliverables, and surface insights to senior leadership • Serve as the first escalation point for client/partner issues and delivery roadblocks • Foster a high-trust, high-impact team environment

🎯 Requirements

• Bachelor’s degree in business, technology, or related field • Advanced degree or certifications such as PMP or Scrum Master are a plus • 5+ years of experience in software delivery, preferably within SaaS • 3+ years in people management roles • Proven track record leading a team managing complex, cross-functional, client-facing, enterprise software projects • Familiarity working 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 presenting to executives, facilitating client meetings, and aligning internal stakeholders • Proficiency in Monday.com, Jira, and Salesforce • Ability to lead through change, manage ambiguity, and remain composed during high-stakes situations • Ability to meet the stated physical demands, including frequent sitting and walking, occasional standing and lifting/carrying 0–20 pounds, and occasional kneeling/crouching/bending/stooping

🏖️ Benefits

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