Eltropy Inc.
Onboarding Manager
Santa Clara, CA
Sponsorship not specified$85k-$100kDetected 1 day ago
Agentic AIProject ManagementOnboardingCustomer SuccessDNSVPNCommunicationCollaborationProblem SolvingMentoring
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Lottery odds (Level II)66
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About the role
- Be the Voice of the Customer - Advocate for customer needs internally during implementation. - Help identify and communicate product or process improvements based on real-world use cases.
- Eltropy enables financial institutions to digitally engage in a secure and compliant way.
- All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Responsibilities
- Implementation & Project Support
- Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels.
- Build expertise on Eltropy's platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence
- 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.
- Report bugs, give feedback, and support release acceptance processes.
- 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.
- 2-3 years of experiencing implementing or delivering software
- High degree of technical aptitude
- Comfort with managing customer timelines and dependencies
- Familiarity with concepts like APIs, DNS, VPN, and sFTP
- 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.
- Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
- Bachelor's degree in Business, Information Systems, Computer Science, or a related field. All majors are welcome to apply.
- 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
- Bonus (Not Required):
- Native Spanish fluency
- Why Join Eltropy?
Compensation
- $85,000-$100,000 (Base and Bonus)
Company info
- Eltropy Values: - Customers are our North Star - No Fear - Tell the truth - Team of Owners Eltropy is an equal opportunity employer.
- Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents
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This listing is sourced directly from Eltropy Inc.'s careers page and normalized into a canonical job model.