Senior Product Onboarding Manager

Accountabilities

• Owning complex customer onboarding journeys, ensuring successful data transformation, platform adoption, and long-term customer outcomes.
• Acting as a trusted advisor to clients while improving internal processes and enabling scalable operations through collaboration and innovation.
• Leading end-to-end onboarding projects for strategic customers, managing timelines, communication, risks, and delivery across multiple stakeholders.
• Guiding clients through data migration, mapping, transformation, and optimization processes to ensure accurate and effective platform adoption.
• Analyzing and interpreting complex financial datasets, investment structures, and legal agreements across private equity, venture capital, real estate, credit, and other alternative investment areas.
• Advising customers on data structures and workflows that support both immediate implementation needs and long-term platform success.
• Serving as an escalation point for complex onboarding challenges, providing expertise and driving effective solutions.
• Partnering with Product, Engineering, Project Management, Sales, and Customer Success teams to create a seamless customer experience.
• Identifying opportunities to improve onboarding processes, documentation, tools, and workflows to increase efficiency and scalability.
• Mentoring and supporting other onboarding team members by sharing expertise, best practices, and operational knowledge.
• Building and optimizing AI-supported workflows for recurring onboarding activities, including data mapping resources, migration tracking, customer documentation, and reporting processes.

Requirements

• Strong experience managing complex financial data, enterprise implementations, and customer-facing projects.
• Proven experience managing large-scale, multi-stakeholder projects in a fast-paced client-facing environment.
• Experience designing and implementing AI workflows across multiple tools or data sources with measurable business impact.
• Strong proficiency with Microsoft Excel or Google Sheets, including complex data analysis and manipulation.
• Exceptional problem-solving skills with strong attention to detail and accuracy.
• Ability to explain complex technical and financial concepts clearly to both technical and non-technical audiences.
• Strong customer advisory skills with the ability to influence decisions and collaborate with executive stakeholders.
• Comfortable operating in evolving environments with changing priorities and complex challenges.
• Familiarity with scripting languages and data tools such as SQL, Python, or R is preferred.
• Experience mentoring teammates or leading projects is a plus.

Benefits

• Competitive compensation package including base salary, equity, and comprehensive benefits.
• Health, dental, and vision coverage for employees and their families.
• Life insurance and mental wellness support.
• Fertility benefits and support for growing families.
• Flexible time off policy alongside company-paid holidays.
• Paid family leave, medical leave, and bereavement leave programs.
• Retail savings plans.
• Annual professional development stipend.
• Flexible remote work environment with opportunities to collaborate across global teams.