Onboarding Manager

About the role

As an Onboarding Manager at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and adoption of our AI-powered communication platform.

Responsibilities

• Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents
• Create, configure, and test SaaS instances and communication flows through voice, video, text messaging and chat channels
• Cook up tasks, schedules, and meetings to help ensure timely go-lives with quality
• Troubleshoot implementation issues in collaboration with technical teams
• Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems
• Build expertise on Eltropy’s platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence
• Understand key financial services processes for lending, new accounts, collections, and consumer engagement
• Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials
• Help build and customize training resources to improve onboarding for credit unions and community banks
• Use tools like WalkMe to guide users through in-app experiences
• Be the Voice of the Customer
• Advocate for customer needs internally during implementation
• Identify and communicate product or process improvements based on real-world use cases
• Assist in testing new releases before they go live
• Report bugs, give feedback, and support release acceptance processes

Requirements

• Bachelor’s degree in Business, Information Systems, Computer Science, or a related field
• 2-3 years of experience implementing or delivering software
• A high degree of technical aptitude
• Comfort with managing customer timelines and dependencies
• A strong customer empathy and communication skills
• A problem-solving mindset with attention to detail
• A bias for action - we expect you to roll up your sleeves and dive into the details of configuration, testing and training
• Eagerness to learn about SaaS, AI, and the financial technology landscape
• An interest in community banking, credit unions and fintech

Qualifications

• Native Spanish fluency
• Familiarity with concepts like APIs, DNS, VPN, and sFTP

Benefits

At Eltropy, you will receive mentorship from experienced technical project managers, develop valuable skills in enterprise SaaS, customer success, and implementation, and work with leading community financial institutions to bring modern solutions to real people.

Pay

$85,000-$100,000 (Base and Bonus)

Schedule

Remote, USA