Onboarding Manager

Posted 6 Days Ago
Be an Early Applicant
Clearwater, FL
3-5 Years Experience
Professional Services • Software
The Role
The Onboarding Manager will facilitate client onboarding to the Enumerate platform, ensuring smooth transitions and product adoption. Responsibilities include serving as the main client contact, guiding activation and implementation, providing training, monitoring project progress, and improving onboarding processes.
Summary Generated by Built In

Enumerate is looking for an Onboarding Manager/Specialist to join our team! 

Detail-oriented. Client-focused. Problem solver. As an Onboarding Manager/Specialist, you will ensure that our customers are successfully onboarded to the Enumerate platform, guiding them through the process to ensure smooth transitions and product adoption. You will work closely with multiple internal teams and serve as the main point of contact for new clients, helping them achieve their onboarding milestones. If you thrive on creating positive customer experiences and enjoy building long-lasting client relationships, we want to hear from you.

Who will love this job: 

  • Someone passionate about guiding clients through software onboarding and ensuring their successful realization of product value. 

  • Someone who thrives in a client-facing role and enjoys solving challenges with a consultative approach. 

  • Someone who is proactive in problem-solving and detail-oriented in managing multiple onboarding projects simultaneously. 

What you will do: 

  • Serve as the main point of contact for new clients during the onboarding process. 

  • Guide clients through the activation, implementation and adoption of our Central, Engage and Payments software products, ensuring they achieve all milestones in a timely manner. 

  • Collaborate with internal teams such as Sales, Implementation, Customer Success, and Product to ensure seamless transitions. 

  • Provide training and guidance to clients to help them understand and adopt the platform efficiently. 

  • Monitor the progress of each onboarding project, ensuring deadlines and client expectations are met. 

  • Conduct regular check-ins with clients to troubleshoot issues, provide Tier 1 support, and track progress while customers are in the onboarding phase of their journey. 

  • Document and maintain accurate onboarding records in the company’s systems. 

  • Identify areas for improvement in the onboarding process and propose new methods to optimize efficiency and client satisfaction. 

  • Participate in project scoping and resource allocation discussions to ensure proper execution of onboarding plans. 

Who you are: 

  • A client-focused individual with a passion for providing exceptional onboarding experiences. 

  • Strong communicator, both written and verbal, able to simplify complex technical topics for clients, while proactively setting and managing expectations throughout the onboarding process. 

  • Excellent at multitasking and managing multiple projects with attention to detail and client needs. 

  • Someone who takes full ownership of the customer experience, ensuring clients feel supported and confident throughout their onboarding journey. 

  • Able to collaborate effectively across departments to ensure smooth onboarding and product adoption. 

  • Process-oriented with the ability to identify and suggest improvements to workflows and customer journeys. 

Requirements: 

  • 2-4 years of experience in onboarding, customer success, or similar client-facing roles, preferably in SaaS. 

  • Proven ability to manage multiple clients and projects simultaneously. 

  • Excellent communication skills, with the ability to manage client relationships effectively. 

  • Familiarity with project management and onboarding tools is a plus. 

  • Bachelor's degree in a related field is preferred but not required.

Compensation Target: $60-75k OTE with 10% Incentive

The Company
Clearwater, Florida
120 Employees
On-site Workplace
Year Founded: 1985

What We Do

We’re Enumerate, the award-winning, end-to-end community management software and solutions brand dedicated to simplifying community management for property management companies and community associations with over 30 years of experience. Our goal is to help you streamline your workflows, empower resident communication, and boost efficiency, allowing you to focus on what matters most - building strong relationships with your clients and homeowners.

Our comprehensive suite of tools and services enables you to manage every aspect of your communities, from accounting, payments and finance to maintenance and resident engagement.

Our team of experts (PCAM, AMS, CMCA) is committed to delivering exceptional service and support, ensuring that you have the resources you need to succeed. We understand that community management is complex and demanding, and we're here to help you every step of the way.

Whether you're a property management company, community or condo association, or homeowner's association, Enumerate is here to help you achieve your goals. Join us today and discover how our software and solutions can simplify your community management operations and elevate your business to the next level.

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