Onboarding Manager

We are seeking a detail-oriented and proactive Onboarding Manager to lead operational onboarding processes for new clients. This position is central to setting up customers for success from a product and data operations perspective. You will be responsible for coordinating account setup, managing customer-specific customizations, supporting integrations, and analyzing onboarding data to drive efficiency and impact.
This is a cross-functional role that works closely with product, engineering, customer success, and sales teams to ensure a smooth and seamless onboarding experience for every customer.Responsibilities:Own and execute the end-to-end onboarding process for new customers from an operational perspective.Set up customer accounts, permissions, and product configurations based on requirements.Handle customer-specific customizations and ensure they are implemented accurately and on time.Collaborate with the integration team to support light technical integrations (e.g., file-based uploads, Quick Books, Shopify, etc.).Maintain onboarding documentation, trackers, and process workflows.Act as the operational point of contact for onboarding-related issues, ensuring prompt resolution.Work cross-functionally with product, customer success, and support to ensure a coordinated experience.Identify trends from onboarding feedback and suggest product or process improvements.Requirements1-2 years of experience in onboarding, customer operations, implementation, or a similar role.Strong proficiency in Microsoft Excel / Google Sheets (VLOOKUP, Pivot Tables, complex formulas, etc.).Analytical mindset with experience handling, cleaning, and interpreting data sets.Familiarity with onboarding tools and ticketing systems (JIRA) is a plus.Excellent organizational skills and attention to detail.Clear and professional communication skills both written and verbal.Ability to multitask and manage competing priorities in a fast-paced environment.Nice to HaveExperience in a SaaS or tech-enabled service environment.Exposure to tools like Postman, HTML code or basic scripting is a plus.Background in operations, or implementation teams.