Manager, Onboarding Manager

Webster Bank•New York, NY

1d•$95,000 - $115,000

About The Position

The Onboarding Manager will serve as the central point of contact, fostering strong relationships and aligning all parties to deliver a successful onboarding process for new clients. This role is essential in creating a seamless and best-in-class client experience by ensuring clear communication, setting expectations, and coordinating stakeholders throughout the onboarding journey for new clients.

Requirements

Client-focused mindset with a commitment to delivering exceptional experiences.
Ability to build strong relationships with clients and internal teams.
Detail-oriented and proactive in identifying and resolving issues.
Skilled at leading discussions and driving alignment across diverse groups.
H.S. Diploma or General Education Degree (GED)
Bachelor’s degree in business administration, communications, or a related field (or equivalent experience).
Proven experience in client onboarding, project management, or account management roles.
Exceptional communication, interpersonal, and organizational skills.
Strong problem-solving and conflict-resolution abilities.
Ability to manage multiple projects and stakeholders in a fast-paced environment.

Nice To Haves

Proficiency in project management tools and CRM platforms is a plus.

Responsibilities

Act as the primary liaison for new client relationships, providing guidance and support from initiation to completion of onboarding.
Set and communicate clear timing, funding, and process expectations with clients and stakeholders.
Lead all communication with internal and external stakeholders to ensure alignment and transparency throughout the onboarding process.
Collaborate with cross-functional teams to address client needs, resolve issues, and ensure deliverables are met.
Schedule, host, and lead weekly onboarding calls with all new clients and relevant stakeholders.
Provide status updates, discuss project milestones, and address questions or concerns.
Develop and maintain detailed onboarding plans, ensuring all tasks and milestones are tracked and completed on time.
Identify and resolve roadblocks to maintain momentum and deliver a smooth onboarding experience.
Continuously monitor the onboarding process to ensure a superior client experience.
Gather feedback from clients and stakeholders to identify areas for improvement.