[Hiring] Onboarding Implementation Project Manager @ABC Financial Services

Role Description

The Onboarding Implementation Project Manager serves as the primary point of contact for new ABC clients and owns the full onboarding project lifecycle from initial kickoff through successful client graduation. This role manages project timelines, coordinates cross-functionally, mitigates risks, dissects the client’s business needs to validate data and aligns system configuration while communicating appropriately with stakeholders.

Throughout the project, you will act as a trusted advisor, trainer, and problem solver, ensuring each onboarding delivers long-term value and client success.

What You’ll Do

• Lead discovery sessions with new clients to understand their business model, gather detailed requirements, and define onboarding success metrics.
• Develop and manage comprehensive project plans, including timelines, milestones, risk mitigation strategies, and documentation of evolving client needs.
• Gather all required documentation, coordinate internal workflows, and align resources to keep things moving smoothly.
• Collaborate with cross-functional project teams internally and with third-party vendors to ensure deliverables are met.
• Conduct project status meetings, champion accountability across departments, and provide regular progress updates to leadership and clients.
• Serve as a partner to clients, helping them navigate system adoption, configuration, and training.
• Take ownership of understanding the client’s current system(s) or processes for projects involving data conversion.
• Oversee client training and customer visits for assigned projects, delivering enablement materials and assisting with training sessions.
• Own the review and training of financial reporting post-billing.
• Take ownership of escalations and complex issues, drive resolution independently.
• Contribute to the ongoing improvement of onboarding processes by sharing project insights and enhancing workflows.
• Stay current on ABC platform functionality to serve as a product expert during onboarding.

Qualifications

• 2-4 years of experience in project management, onboarding, or implementation – preferably in a SaaS or software-related environment.
• Bachelor’s Degree preferred, but equivalent experience in project management, leadership or software onboarding capacity will be considered.
• Strong organization and time management skills.
• Experience using tools like Salesforce, FinancialForce, and Microsoft Planner.
• Basic proficiency in Microsoft Word and Outlook.
• Ability to analyze and compare datasets using Excel (lookups, filters, pivot tables, etc.) is a plus.
• Ability to make decisions with a strategic focus as well as an operational, implementation, and detail-oriented perspective.
• Critical thinking and problem-solving skills in fast-paced environments.
• Must be able to accurately and effectively communicate both verbally and in writing.
• Flexibility in schedule, particularly on occasions of deadlines or escalated issues.
• Demonstrate enthusiastic support of corporate mission, core values, and long-term objectives.
• As needed, travel for company events; up to 4 times annually.

Benefits

• Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset.
• Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO!
• Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe.
• Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws!
• Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement.
• Medical/Dental/Vision coverage.
• EAP – we get you help when you need it. Period.
• Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16.
• And more! – so many benefits we couldn’t even fit them all here!