Client Onboarding Manager

Job not on LinkedIn

🔥 48 minutes ago

🇺🇸 United States – Remote

💵 $130k - $160k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

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Ubiquity Retirement + Savings

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💳 Fintech

💰 $19M Series D - Ubiquity Retirement + Savings on 2019-03

Consulting • Insurance • Fintech

Ubiquity Retirement + Savings is a financial services company that provides low-cost, flat-fee, full-service retirement plans for small businesses and self-employed individuals. The company specializes in 401(k), Safe Harbor 401(k), and Solo 401(k) plans, offering payroll integrations, plan administration, compliance support, and broad investment options through a user-friendly online platform. Ubiquity focuses on transparent pricing, ease of use, and partner programs for financial advisors and payroll providers to scale retirement solutions.

📋 Description

• Own Ubiquity's client onboarding experience from signed agreement through live plan • Lead and develop the New Plan and Conversion Team Leads • Hire as the team scales and build a culture of ownership, accuracy, and customer care • Manage the onboarding pipeline, timelines, quality, and SLAs • Handle complex or escalated onboarding cases • Design and document onboarding and conversion workflows and SOPs • Establish training so specialists can manage new plan setups and conversions • Partner with Product and Engineering to convert frontline patterns into requirements and test and roll out new tools • Track KPIs including time to live, accuracy, pipeline health, and customer satisfaction • Use data to guide staffing and process decisions • Forecast capacity against the sales pipeline and seasonal peaks • Partner with Sales, Client Experience, Compliance, Payroll, and other teams to resolve onboarding friction at its source

🎯 Requirements

• 5+ years in fintech, financial services, or a closely related regulated environment • 3+ years leading a team working directly with end customers on high-stakes, detail-heavy work such as onboarding, implementation, account setup, or money movement • Track record of building a team or function from scratch, writing documentation, creating structure, and building training programs • Hands-on experience partnering with in-house Product and Engineering teams to define, test, and adopt internal tools or workflow automation • Measurable results such as faster cycle times, lower error rates, higher customer satisfaction, or successful team scaling • Strong analytical skills and precision under pressure • Ability to use data to evaluate performance and capacity and balance speed and accuracy where money and compliance are involved • Clear communication skills and ability to explain complex topics simply and present to senior leaders • Proficiency with Salesforce or comparable CRM/workflow platforms and Microsoft Office • Bachelor's degree or equivalent experience • 401(k) experience strongly preferred but not required • Familiarity with plan documents, payroll integrations, or asset transfers between providers • Experience at a company serving small businesses • Background in Lean, Six Sigma, workflow, or case management tools • Experience using AI or automation to scale an operations team

🏖️ Benefits

• Target bonus of up to 10% based on company and individual performance