Affinity.co · 2 months ago
Onboarding Manager
United States
Full-time
Remote
Entry, Mid Level
$55K/yr - $94K/yr
2+ years expAffinity is a company that empowers dealmakers to find, manage, and close more deals through their Relationship Intelligence platform. The Onboarding Manager will play a critical role in implementing Affinity for leading Venture Capital and Private Equity firms, guiding customers through the onboarding process to ensure a smooth and impactful start.
AnalyticsArtificial Intelligence (AI)Business DevelopmentBusiness IntelligenceContact ManagementCRMEnterprise SoftwareLead Generation
Responsibilities
Own 15-20 concurrent customer implementations from kickoff to go-live
Manage a structured 4–6 week onboarding process for each customer: kickoff, data migration, configuration, training, go-live, and handoff to Customer Success
You'll be assigned to a specific customer tier (Cohort, Silver, Gold, or Platinum) which determines your engagement model and touchpoint cadence
Spend ~60% of your time on customer-facing work (calls, training, support), ~30% on project coordination, and ~10% on strategic initiatives (refining playbooks, building templates)
Translate customer workflows into Affinity configurations
Conduct discovery to understand how each firm manages deal flow, tracks relationships, and reports to stakeholders
Configure Affinity to match their processes: build custom fields, set up pipeline stages, establish automations, and define user permissions
Tailor implementations based on firm type—a seed VC tracking hundreds of early conversations needs different setup than a PE firm managing 20 active deals
Keep implementations on track and proactively address risks
Monitor daily: Are customers completing pre-work? Are integrations on schedule? Are there blockers?
Identify risk signals early (low engagement, delayed data exports, scope creep) and take corrective action before they impact go-live timelines
Maintain <10% variance from planned timelines by managing dependencies and customer expectations
Drive adoption through hands-on training and enablement
Lead role-based training sessions: admins learn configuration and reporting; end users learn daily workflows (logging meetings, updating deals, finding warm intros)
Use a "show, do, review" approach—demonstrate features, guide customers through exercises, and answer questions in real time
Goal: 80%+ of users actively using Affinity within the first week post-launch
Coordinate cross-functionally to deliver smooth implementations
Partner with Integrations Engineering on complex data migrations and API setups
Conduct Transition Calls with Customer Success Managers 1-2 weeks pre-launch, sharing detailed context on goals, stakeholders, configuration decisions, and expansion opportunities
Run Launch Validation sessions post-go-live to confirm everything works and troubleshoot day-one issues
Flag product gaps and customer feedback to Product team
Handle configuration, data imports, and user setup
Build customer instances: create custom fields, configure workflows, set up automations, establish permissions
Manage data imports from legacy systems (CRMs, spreadsheets) and troubleshoot common issues like duplicates and mismatched fields
Set up user accounts and ensure everyone can log in before training begins
Contribute to continuous improvement
Share patterns from your implementations to refine onboarding playbooks, training materials, and processes
Occasionally support strategic projects like piloting new training formats or building tier-specific templates
Qualification
Required
2–4 years of experience in SaaS onboarding, implementation, customer success, or project management
Strong project management discipline: you naturally track deliverables, anticipate dependencies, and know when to escalate
Excellent organizational skills with a system for managing 20 concurrent projects without dropping details
Client-facing polish: you can lead a kickoff with a Managing Partner, then train a junior analyst—adapting your style to the audience
Bias toward action: when issues arise, you proactively reach out, offer solutions, and escalate when needed
Change management instincts: you help customers adopt new technology by anticipating resistance and celebrating early wins
Technical aptitude: comfortable learning software quickly and troubleshooting basic technical issues
Bachelor's degree or equivalent experience
Preferred
Nice to have: knowledge of Private Capital (Venture Capital, Private Equity, investment workflows)
familiarity with CRM platforms (Salesforce, HubSpot)
experience working with financial services clients
Benefits
Health Benefits: We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP and HMO options (in CA), and offer flexible personal & sick days to support your well-being.
Retirement Planning: We offer a 401(k) plan to help you plan for your future.
Learning & Development: We provide an annual education budget and a comprehensive L&D program.
Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.
Company
Affinity.co
Deals are won through relationships—but most CRMs weren't built to track them.
201-500 employees
H1B Sponsorship
Affinity.co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$120MKey Investors
Menlo Ventures8VCPear VC
2021-09-09Series C· $80M
2019-02-13Series B· $26.5M
2018-03-01Series Unknown
Leadership Team
Ken Fine
Chief Executive Officer
Ray Zhou
Co-Founder, Board Director
Recent News
2025-11-26
Startup Daily
2025-11-03
Company data provided by crunchbase