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Enumerate · 14 hours ago

Onboarding Manager

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $71K/yr

2+ years exp

Enumerate is looking for a Customer Onboarding Manager to join their team. The role involves ensuring that customers are successfully onboarded to the Enumerate platform, guiding them through the process to ensure smooth transitions and product adoption.

AccountingSoftware

Responsibilities

Serve as the main point of contact for new clients during the onboarding and implementation process

Guide clients through the activation, implementation and adoption of our Central, Engage and Payments software products, ensuring they achieve all milestones in a timely manner

Collaborate with internal teams such as Sales, Implementation, Customer Success, and Product to ensure seamless transitions

Provide training and guidance to clients to help them understand and adopt the platform efficiently

Monitor the progress of each onboarding project, ensuring deadlines and client expectations are met

Conduct regular check-ins with clients to troubleshoot issues, provide Tier 1 support, and track progress while customers are in the onboarding phase of their journey

Document and maintain accurate onboarding records in the company’s systems

Identify areas for improvement in the onboarding process and propose new methods to optimize efficiency and client satisfaction

Participate in project scoping and resource allocation discussions to ensure proper execution of onboarding plans

Qualification

SaaS implementationClient relationship managementFintech experienceProject management toolsCommunicationDetail-orientedProblem-solvingCollaboration

Required

2-4 years of experience in SaaS implementation

Proven ability to manage multiple clients and projects simultaneously

Excellent communication skills, with the ability to manage client relationships effectively

Preferred

Experience in fintech or property tech is a plus

Familiarity with project management and onboarding tools is a plus

Bachelor's degree in a related field is preferred but not required

Company

Enumerate

Enumerate, is a provider of software and payment solutions.

Founded in 1985

Clearwater, Florida, USA

51-200 employees

https://goenumerate.com

Funding

Current Stage

Growth Stage

Total Funding

unknown

Key Investors

Great Hill PartnersAmerican Discovery Capital

2021-07-01Private Equity

2018-01-09Private Equity

Leadership Team

Michael Hardy

Board Member

Recent News

PR Newswire

Enumerate launches Automate AP to help community associations save cost, reduce fraud risk, and improve ...

2024-05-24

PRNewswire

Enumerate launches Automate AP to help community associations save cost, reduce fraud risk, and improve operational efficiency

2024-05-08

Company data provided by crunchbase