Onboarding Project Manager - Funded Platform

Gen II Fund Services•Boston, MA

23d•$110,000 - $143,000•Hybrid

About The Position

Gen II Fund Services is looking for an Onboarding Manager to be integral in the successful onboarding and adoption of Funded, Gen II’s proprietary electronic subscription management platform. The Implementation Manager will work closely with law firms, fund formation attorneys, fund sponsors, and internal stakeholders to ensure seamless platform deployment and user adoption. A successful candidate must have experience working with legal professionals who demand high quality and efficient solutions. This individual will translate law firm requirements into platform configurations while managing complex onboarding processes and training programs. This position will allow a person to further develop expertise in legal technology and private fund formation processes, operating primarily as a client success driver in the private fund formation space.

Requirements

Bachelor's degree in Business Administration, Finance, or related field. Legal experience is a plus.
5-7 years' experience in private equity, alternative investments, legal services, or financial technology
Project execution toolkit: analysis, scoping, requirements gathering, project execution, and change management.
Strong understanding of fund formation processes and subscription documentation
Excellent presentation and training delivery skills with ability to work with senior legal professionals
Strong project management skills with experience managing multiple client implementations
Ability to think independently, prioritize multiple onboarding projects, and meet tight deadlines
Ability to learn complex legal and regulatory requirements quickly and apply to platform configuration
Strong attention to detail for template setup, document formatting, and compliance workflows
Superior problem solving and client relationship management skills
Experience in Financial Services, preferably in a global environment.
Strong written and verbal communication skills with legal and technical audiences
Experience in effectively influencing and leading personnel and strong team building skills.
Excellent problem solving, and critical thinking skills.
Excellent client service skills.
Focused and versatile team player who is comfortable under pressure
Self-motivated individual with a passion for working with people.
Able to work well in a dynamic, high-growth environment.
Highly organized and able to manage multiple concurrent deadlines
Extensive Microsoft suite skills - Excel (pivots), Word, PowerPoint, and Outlook

Nice To Haves

Private Equity and/ or Fund administration experience is preferred.
Experience with legal technology platforms is preferred
Experience with document management and e-signature workflows is preferred
Experience in client onboarding or implementation management is preferred

Responsibilities

Lead comprehensive onboarding process for new law firms and clients onto the Funded platform.
Configure law firm-specific templates, custom questions, and document formatting requirements
Conduct comprehensive training sessions for attorney teams on platform functionality and efficiency features.
Demonstrate value through features like template reuse, cross-fund cloning capabilities, subdoc review and investor communications, and systematic fund closings
Analyze existing paper-based subscription processes and identify digitization opportunities
Create and maintain training materials, user guides, and onboarding documentation
Provide ongoing support during initial fund launches to ensure smooth adoption
Coordinate with compliance teams to ensure proper AML/KYC workflow configuration
Manage multiple concurrent onboarding projects while maintaining high service quality
Collaborate with worldwide cross-functional teams to ensure coordinated and timely delivery of key objectives.
Become a trusted advisor to leadership and organizational stakeholders while providing specific guidance, support, and strategies around client implementation.
Lead weekly client and multidepartment conference calls to address clients’ onboarding needs
Provide subject matter expertise, governance, and risk assessments to address client needs and business goals, while maintaining alignment with industry best practices.
Understand interdependencies between technology, operations, and business needs to drive successful onboarding outcomes.
Exhibit strong initiative and ownership by proactively addressing issues, conflicts, and dependencies, driving onboardings to successful completion with minimal oversight.
Provide comprehensive reporting on onboarding milestones, deliverables, dependencies, risks, and issues to various audiences, including the client, various departments, and executive leadership.
Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation, and operational excellence.
Manage and utilize internal and external resources.
Manage stakeholders’ communication (project teams, leadership, clients, etc.)
Adhere to onboarding plan
Participate in establishing best practices, templates, policies, tools, and partnerships to expand and mature onboarding capabilities for the organization.