Eltropy · 11 hours ago
Senior Onboarding Manager
Eltropy is seeking a highly skilled and experienced Senior Onboarding Manager who will manage customer onboarding projects end to end, configure SaaS and AI solutions, and implement integrations with core banking, lending, and other financial services systems. This critical role involves shaping implementation standards, delivery frameworks, and scalable professional services operations while leading complex customer-facing projects.
Artificial Intelligence (AI)Financial ServicesSoftware
Responsibilities
Lead Implementations: Spearhead and manage end-to-end UCaaS and CCaaS implementation projects for Eltropy’s clients, ensuring successful deployment, integration, and adoption of our solutions
Team Development & Mentorship: Consult with and actively uplevel other members of the Professional Services team through knowledge sharing, best practices, and direct mentorship, helping to build a stronger, more consistent delivery muscle
Customer-Centric Delivery: Maintain an unwavering focus on customer success and satisfaction, ensuring Eltropy’s solutions meet client business objectives and deliver measurable value
Cross-Functional Collaboration: Work seamlessly across departments, partnering closely with Sales, Product, Engineering, and Support teams to ensure alignment on project goals, customer needs, and product roadmap
Project Management Excellence: Utilize strong organizational and project management skills to ensure clear scope, aligned expectations, and accountability across internal and external stakeholders, driving projects to successful completion in a positive and collaborative manner
Process Improvement & Scalability: Identify opportunities to enhance existing professional services processes, tools, and methodologies, driving consistency, efficiency, and scalability as Eltropy continues to grow
Qualification
Required
Proven deep hands-on experience actively implementing, integrating, and managing complex UCaaS, and CCaaS platforms for various clients or internal business units
Demonstrated experience leading customer-facing projects, managing project teams (direct or indirect reports), and possessing a strategic understanding of the full lifecycle of UCaaS/CCaaS deployments
In-depth subject matter expertise in Unified Communications as a Service (UCaaS) and Contact Center as a Service (CCaaS) solutions
Comfort and experience working within a fast-paced, evolving company environment (decent process but a lot of work to be done to deliver consistency and build the muscle internally)
Outstanding verbal and written communication skills, with a natural ability to educate, articulate complex concepts clearly, and influence stakeholders at all levels
A highly collaborative approach, with a proven ability to foster strong relationships and mentor others effectively
Highly organized, meticulous, and adept at originating alignment, setting clear expectations, and holding teams accountable while maintaining a positive and supportive demeanor
A strong inclination towards identifying efficiencies, documenting best practices, and developing scalable approaches to professional services delivery
Bachelor's degree in Computer Science, Engineering, Business, or a related technical discipline
Minimum of 5 years of overall experience in Professional Services, Technical Consulting, or Implementation roles within the SaaS industry
At least 3-5 years of experience in a leadership or management capacity, with demonstrated success in leading complex projects and/or managing teams
Direct experience working with customer implementation projects for UCaaS/CCaaS technology
Preferred
Master's degree or relevant industry certifications (e.g., PMP, ITIL, specific UCaaS/CCaaS vendor certifications) is a strong plus
Company
Eltropy
Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services.
H1B Sponsorship
Eltropy 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
2025 (3)
2024 (2)
2023 (1)
2022 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$25MKey Investors
K1 Investment Management
2021-06-16Series A· $25M
Recent News
2026-01-07
2026-01-05
2025-12-19
Company data provided by crunchbase