The Onboarding Manager will lead clients through the implementation of Comply platforms, ensuring customer satisfaction, managing onboarding processes, and training users.
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role:
We are looking for a dynamic, Onboarding Manager to join our post-sales organization and help lead our clients through the successful implementation of the Comply platforms. This is a great opportunity for someone who loves working with customers and knows the importance of delivering a consistently great experience for our new Comply users.
As an Onboarding Manager at Comply, you will be responsible for ensuring customer satisfaction through the entire Onboarding process. Specific tasks for our Onboarding Managers include:
Responsibilities:
- 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 CusOnboarding platform) to manage customer onboarding progress and tasks.
- Assist in supporting special projects or other operational functions within the broader onboarding team.
Skills and Qualifications:
- 3-4 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.
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
Top Skills
Guidecx
JIRA
Salesforce
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