Enumerate

Onboarding Manager

United States - Remote

Sponsorship not specified$60k-$71kDetected 21 days ago

Project ManagementAccountingOnboardingAR/VRCommunication

About the role

The Onboarding Manager is r esponsible for scoping projects and creating processes to ensure the timely completion of client implementation projects.

Implement technical systems and solutions in support of organizational objectives.
Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives.
Create p roject plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.
Create process improvements and ensure they are being adhered to.
This role is responsible for planning, building data tables, configuring system resources and coordinating with other t eams and vendors to get client accounts successfully set up in our systems.

Bachelor's degree in a related field is a plus but not required.
Project management, accounting knowledge and/or data migration experience is a plus

Gather necessary data from client
Create project timeline for implementation
Build database in Central
Establish banking relationship and open accounts as needed
Establish payment processing method agreements both AP and AR
Communication with owners
Creating Users to access CENTRAL and banking
Communicating with adjacent Teams that will run the day to day after turnover from Onboarding
Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.
Interact with clients and stakeholders, as well as serve as a first line of escalation.

Enumerate is hiring an Onboarding Manager to manage the onboarding and data migration for our Enumerate Financial Services clients.

This listing is sourced directly from Enumerate's careers page and normalized into a canonical job model.