Onboarding Manager
About The Position
As an Onboarding Manager at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and adoption of our AI-powered communication platform. We are looking for an Onboarding Manager with 2-3 years of experience delivering SaaS or technical solutions, strong customer communication and technical troubleshooting, and the ability to take on increasingly complex projects with moderate oversight. In this role, you 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. With support from experienced team members, you will continue to develop your technical, communication, and project management skills—building a strong foundation for a career in enterprise software delivery.
Requirements
- Bachelor’s degree in Business, Information Systems, Computer Science, or a related field. All majors are welcome to apply.
- 2-3 years of experiencing implementing or delivering software
- High degree of technical aptitude
- Comfort with managing customer timelines and dependencies
- Passion for software technology and project management
- Strong customer empathy and communication skills
- Problem-solving mindset with attention to detail
- Bias for action - we expect you to roll up your sleeves and dive into the details of configuration, testing and training
- Eagerness to learn about SaaS, AI, and the financial technology landscape
- Interest in community banking, credit unions and fintech
Nice To Haves
- Native Spanish fluency
- Familiarity with concepts like APIs, DNS, VPN, and sFTP
Responsibilities
- Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents
- Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels.
- Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality.
- Troubleshoot implementation issues in collaboration with technical teams.
- Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
- Build expertise on Eltropy’s platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence
- Understand key financial services processes for lending, new accounts, collections, and consumer engagement.
- Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
- Help build and customize training resources to improve onboarding for credit unions and community banks.
- Use tools like WalkMe to guide users through in-app experiences.
- Advocate for customer needs internally during implementation.
- Help identify and communicate product or process improvements based on real-world use cases.
- Assist in testing new releases before they go live.
- Report bugs, give feedback, and support release acceptance processes.
Benefits
- Mentorship from experienced technical project managers
- Develop valuable skills in enterprise SaaS, customer success, and implementation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
