Top Benefits
Robust 401(k) plan
Performance-based bonus program
Career development & education programs
About the role
Who you are
- BA/BS/BE degree required
- Exceptional customer relationship-building skills
- Excellent written and oral communication skills
- Strong analytical capabilities for advanced problem-solving
- Demonstrable leadership skills
- Ability to influence decision-making and change
- Highly organized and strong ability to multitask
- Have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills
- Ability to display good judgment
- Ability to work cross-functionally in a fast-paced environment
- Ability to follow through on tasks until completed
- Ability to develop trusted relationships and find creative solutions
- High degree of flexibility
- SaaS experience and/or legal experience desired, especially in the areas of immigration and/or personal injury
- Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation
What the job involves
- The Senior Customer Onboarding Manager provides amazing service that makes our customers love us.The best candidates are great customer relationship builders
- The role is to ensure a successful onboarding for new customers as they transition from previous practice management software to our solutions
- This is the most important phase of the customer lifecycle, and the Sr Onboarding Manager is responsible for establishing the solid foundation that drives customers’ future successes
- Senior Onboarding Managers work in conjunction with Sales, Product, and other internal teams to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly, and become daily users of our solutions and value-added services
- This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks
- Successful Senior Onboarding Managers have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills
- New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at the company
- Master the products through a formal onboarding program and continued learning
- Prepare and lead customer onboarding experience, assessing customer needs, and customizing the onboarding experience to maximize utilization and delight
- Complete assigned tasks in an organized manner to ensure project deadlines
- Proactive outreach to ensure customer success during their introduction to the system after go-live
- Provide a timely response to customer inquiries via phone and email
- Enhance customer satisfaction by providing distinctive service in all interactions
- Establish a trusted advisor relationship to ensure customer satisfaction
- Utilize Zoom or other web conferencing tools to provide efficient face-to-face customer service
- Utilize SalesForce or similar systems to manage customer interaction and inquiries
- Partner with Sales, Product, and Services teams to define ongoing best practices for onboarding tasks
- Ensure all check-ins and go-live targets are executed on time
- Internal systems are kept up to date with notes and documentation for each client engagement
- Serve as a brand ambassador to create promoters within our customer base
- Manage onboarding for mid-market to enterprise-level clients, ensuring tailored, high-touch implementation experiences
- Support and contribute to strategic projects that improve onboarding processes, cross-functional alignment, and customer outcomes
- Train and mentor new team members, helping them develop product expertise and onboarding best practices
- Ensure that new product features, updates, and processes are fully understood across the team, enabling consistent and accurate customer support
- Represent the Onboarding department at offsite meetups and customer conferences with customers and prospects, as required
Benefits
- Robust 401(k) plan
- Bonus programs based on performance and tenure
- Fantastic amount of swag and food
- Happy hours, quarterly events, as well as virtual and in-person team building
- Continuing career development and education programs
- Award program with the chance to go on once-in-a-lifetime annual incentive trips
- Frequent company-wide volunteering events to give back to our communities
- Annual charity contribution matching program for the organization of your choice
- Opportunity to share in the success of the company through our employee option program
About AffiniPay
Financial Services
501-1000
At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals work.
Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!
Top Benefits
Robust 401(k) plan
Performance-based bonus program
Career development & education programs
About the role
Who you are
- BA/BS/BE degree required
- Exceptional customer relationship-building skills
- Excellent written and oral communication skills
- Strong analytical capabilities for advanced problem-solving
- Demonstrable leadership skills
- Ability to influence decision-making and change
- Highly organized and strong ability to multitask
- Have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills
- Ability to display good judgment
- Ability to work cross-functionally in a fast-paced environment
- Ability to follow through on tasks until completed
- Ability to develop trusted relationships and find creative solutions
- High degree of flexibility
- SaaS experience and/or legal experience desired, especially in the areas of immigration and/or personal injury
- Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation
What the job involves
- The Senior Customer Onboarding Manager provides amazing service that makes our customers love us.The best candidates are great customer relationship builders
- The role is to ensure a successful onboarding for new customers as they transition from previous practice management software to our solutions
- This is the most important phase of the customer lifecycle, and the Sr Onboarding Manager is responsible for establishing the solid foundation that drives customers’ future successes
- Senior Onboarding Managers work in conjunction with Sales, Product, and other internal teams to ensure customers are implemented and onboarded successfully, set up for long-term success, able to realize value quickly, and become daily users of our solutions and value-added services
- This is the ideal opportunity for motivated individuals who provide excellent customer service while maintaining an organized queue of internal tasks
- Successful Senior Onboarding Managers have a passion for leading and helping others, operational agility, and a blend of technical and interpersonal skills
- New hires complete a formal training program to develop extensive product knowledge, which is invaluable for future career opportunities at the company
- Master the products through a formal onboarding program and continued learning
- Prepare and lead customer onboarding experience, assessing customer needs, and customizing the onboarding experience to maximize utilization and delight
- Complete assigned tasks in an organized manner to ensure project deadlines
- Proactive outreach to ensure customer success during their introduction to the system after go-live
- Provide a timely response to customer inquiries via phone and email
- Enhance customer satisfaction by providing distinctive service in all interactions
- Establish a trusted advisor relationship to ensure customer satisfaction
- Utilize Zoom or other web conferencing tools to provide efficient face-to-face customer service
- Utilize SalesForce or similar systems to manage customer interaction and inquiries
- Partner with Sales, Product, and Services teams to define ongoing best practices for onboarding tasks
- Ensure all check-ins and go-live targets are executed on time
- Internal systems are kept up to date with notes and documentation for each client engagement
- Serve as a brand ambassador to create promoters within our customer base
- Manage onboarding for mid-market to enterprise-level clients, ensuring tailored, high-touch implementation experiences
- Support and contribute to strategic projects that improve onboarding processes, cross-functional alignment, and customer outcomes
- Train and mentor new team members, helping them develop product expertise and onboarding best practices
- Ensure that new product features, updates, and processes are fully understood across the team, enabling consistent and accurate customer support
- Represent the Onboarding department at offsite meetups and customer conferences with customers and prospects, as required
Benefits
- Robust 401(k) plan
- Bonus programs based on performance and tenure
- Fantastic amount of swag and food
- Happy hours, quarterly events, as well as virtual and in-person team building
- Continuing career development and education programs
- Award program with the chance to go on once-in-a-lifetime annual incentive trips
- Frequent company-wide volunteering events to give back to our communities
- Annual charity contribution matching program for the organization of your choice
- Opportunity to share in the success of the company through our employee option program
About AffiniPay
Financial Services
501-1000
At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals work.
Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!