Financial Information Systems · 3 days ago
Distributor On-Boarding Manager
Financial Information Technologies LLC is seeking a Distributor On-Boarding Manager to lead the onboarding process for new distributor partners. This role focuses on ensuring that distributors are fully enabled, compliant, trained, and technically integrated to enhance customer and partner experiences.
BankingFinancial ServicesFinTechSoftware
Responsibilities
Own the complete onboarding lifecycle for all new distributors, from on-boarding to go‑live and processing invoices and on-boarding retailers
Develop and execute structured onboarding plans tailored to each partner’s business model
Coordinate integration, setup, portal access, and training
Ensure full product knowledge and buy in to complete invoice submission, reconciliation, compliance with alcohol invoices
Lead onboarding kickoff calls, weekly touchpoints, and readiness reviews
Build and continuously improve onboarding workflows, SOPs, tools, and metrics
Identify bottlenecks in distributor activation and implement process improvements
Track onboarding timelines, performance indicators, and distributor readiness milestones
Serve as the escalation point for onboarding issues and coordinate internal resolution
Partner closely with activation, integration, Distributor Sales and Distributor Program team. to ensure alignment and a smooth onboarding journey
Communicate progress, risks, and timelines with distributor leadership
Deliver product training, platform walkthroughs, and operational guidance
Create scalable training materials: playbooks, quick-start guides, checklists, and video content
Transition fully activated distributors to Distributor Sales Team with documented handoffs
Qualification
Required
Experience in beverage industry within distributor, or related field
Excellent project management skills with experience managing multiple distributor partners concurrently
Exceptional communication and relationship‑building skills with both technical and non‑technical stakeholders
Knowledge of Microsoft Office suite and CRM tools (Salesforce)
Preferred
College Degree preferred
Knowledge of three-tier alcohol distributor model - a plus
Company
Financial Information Systems
FIS is a developer of information systems for the financial sector.
Funding
Current Stage
Early StageCompany data provided by crunchbase