Onboarding Manager

Enumerate

United States - Remote • Remote • Senior • 27.08.2026

Product Manager Project Manager

Auf einen Blick

Enumerate sucht einen Onboarding Manager zur Verwaltung von Onboarding und Datenmigration für Financial Services Kunden. Die Rolle umfasst Projektplanung, Systemkonfiguration und Cross-Team-Koordination.

💰 ~$60.000–80.000/Jahr (geschätzt) 📊 Mid-Level 🕒 Vollzeit 🌍 Remote 🗺️ Americas

Projektmanagement-Erfahrung in Financial Services
Koordinationsfähigkeiten mit mehreren Stakeholdern
Grundlagen in Datenverwaltung und Systemkonfiguration

Data Migration Onboarding

Gehalt geschätzt anhand Mid-Level Onboarding/Project Manager mit Financial Services Erfahrung. Kein Gehalt in der Anzeige angegeben.

✅ Geeignet für

Project Manager mit Financial Services Erfahrung
Profis, die Customer Implementation und Onboarding leiten möchten

🚫 Weniger geeignet

Pure Technical Engineers ohne Projekt-Koordinations-Erfahrung
Kandidaten ohne Financial Services oder ähnliche regulierte Branchen-Erfahrung

💡 Gut zu wissen

Rolle erfordert Datenmigrations-Verständnis für Financial Services
Projektscoping und Client-Implementierungs-Erfahrung ist erforderlich
Content ist teilweise gekürzt, weitere Details nicht verfügbar

<span data-ccp-charstyle="normaltextrun" data-ccp-charstyle-defn="{"ObjectId":"ac0262f4-8a9e-5820-b908-2d943c5f7113|1","ClassId":1073872969,"Properties":[201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777841,"Calibri",469777842,"",469777843,"Calibri",469777844,"Calibri",201341986,"1",469769226,"Calibri",268442635,"22",469775450,"normaltextrun",201340122,"1",134233614,"true",469778129,"normaltextrun",335572020,"1",469778324,"Default Paragraph Font"]}">Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients.  This role is responsible for planning, building data tables, configuring system resources and coordinating with other teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible for scoping projects and creating processes to ensure the timely completion of client implementation projects.  Key Responsibilities:  <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Plan and execute onboarding process: </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="2">Gather necessary data from client </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="2">Create project timeline for implementation </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="2">Build database in Central </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="2">Establish banking relationship and open accounts as needed </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="2">Establish payment processing method agreements both AP and AR </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="2">Communication with owners </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="2">Creating Users to access CENTRAL and banking </li> </ul> <ul> <li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":1440,"335559991":360,"469769226":"Courier New","469769242":[9675],"469777803":"left","469777804":"o","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="2">Communicating with adjacent Teams that will run the day to day after turnover from Onboarding </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Implement technical systems and solutions in support of organizational objectives.<span data-ccp-charstyle="eop" data-ccp-charstyle-defn="{"ObjectId":"920dbcde-2834-5e15-a5fa-062170b236ba|1","ClassId":1073872969,"Properties":[201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777841,"Calibri",469777842,"",469777843,"Calibri",469777844,"Calibri",201341986,"1",469769226,"Calibri",268442635,"22",469775450,"eop",201340122,"1",134233614,"true",469778129,"eop",335572020,"1",469778324,"Default Paragraph Font"]}">  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives.   </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1">Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1">Interact with clients and stakeholders, as well as serve as a first line of escalation.  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1">Create process improvements and ensure they are being adhered to.  </li> </ul>   Requirements:  <ul> <li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">3-5 years of experience in SaaS Implementations.  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Bachelor’s degree in a related field is a plus but not required.  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Project management, accounting knowledge and/or data migration experience is a plus </li> </ul>    <div class="content-pay-transparency"><div class="pay-input"><div class="description">The pay range is inclusive of base salary plus any applicable bonuses or commissions.</div><div class="title">Total compensation pay range (annual salary):</div><div class="pay-range">$60,000—$71,000 USD</div></div></div>

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