Onboarding & Implementation Manager Job at InvestorHub (Melbourne)

New

Client Onboarding Manager

The Client Onboarding Manager is a strategic professional who stays abreast of d...

Location

Canada , Mississauga

Salary:

111600.00 - 161600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

Previous experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
Advanced execution skills in a prioritization mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators

Job Responsibility

Successfully coordinate onboarding of regional and global cash management solutions of all sizes and complexities
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report deal status, escalating effectively for 'on hold' and slow moving deals
Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening processing, including daily management of in-process, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Understands client requirements and implements them correctly

What we offer

Global Benefits
support for well-being, growth and work-life balance

Fulltime

New

Implementation Manager, Spanish Speaking

At Payhawk, our Implementation Managers (IMs) play a critical role in driving cu...

Location

Spain , Barcelona

Salary:

Not provided

Payhawk

Expiration Date

Until further notice

Requirements

2+ year as Customer Success Specialist/Project Manager in a high growth SaaS environment or recent graduate with a relevant degree
Tech savvy with an ability to fully understand our software
Native/Near native level of Spanish
Excellent verbal and written communication skills with demonstrated ability to explain complex concepts in a concrete and understandable way
Excellent organisation skills and detail oriented
Fast learner and capable to keep up with a fast growing environment
Ability to prioritise and multitask with clients and colleagues

Job Responsibility

Customer Onboarding and Implementation: Lead the onboarding process for new customers by understanding their needs, configuring their Payhawk accounts, and delivering tailored training sessions
Develop and execute customized project plans for each client, ensuring a smooth and timely implementation process in line with SLAs while managing different external and internal stakeholders
Ensure new customers quickly realize the value of Payhawk by maximizing adoption during the initial implementation phase and aligning the setup with their business needs
Driving Customer Adoption: Use product data and insights to identify opportunities for optimizing customer setups and use cases, ensuring customers continuously derive increasing value from Payhawk
Assist customers in scaling their Payhawk usage as their businesses grow or their needs evolve. Provide expert guidance and support when customers need to adjust their setup or adopt new functionalities
Customer Success and Retention: Act as a trusted advisor to customers, helping them align Payhawk's capabilities with their internal processes to achieve their desired outcomes
Contribute to customer retention by ensuring high contract utilization, product adoption, and overall satisfaction
Continuous Improvement: Gather customer feedback on potential product improvements and new feature requests, and share these insights with the Product teams
Identify and propose process improvements to enhance the onboarding and adoption experience
Collaboration and Knowledge Sharing: Partner with Account Executives to hand off qualified upsell opportunities identified during customer interactions

What we offer

30 days holiday paid leave
A week exchange policy to another Payhawk office (London, Berlin, Sofia, Amsterdam, Paris)
ClassPass card fully funded by us
Regular team-wide events
150EUR of monthly commuting allowance

Fulltime

New

Implementation Manager

At Payhawk, our Implementation Managers (IMs) play a critical role in driving cu...

Location

Bulgaria , Sofia

Salary:

Not provided

Payhawk

Expiration Date

Until further notice

Requirements

2+ year as Customer Success Specialist/Project Manager in a high growth SaaS environment or recent graduate with a relevant degree
Tech savvy with an ability to fully understand our software
Native/Near native level of English
Excellent verbal and written communication skills with demonstrated ability to explain complex concepts in a concrete and understandable way
Excellent organisation skills and detail oriented
Fast learner and capable to keep up with a fast growing environment
Ability to prioritise and multitask with clients and colleagues
Experience in the fintech industry is preferred

Job Responsibility

Lead the onboarding process for new customers by understanding their needs, configuring their Payhawk accounts, and delivering tailored training sessions
Develop and execute customized project plans for each client, ensuring a smooth and timely implementation process in line with SLAs while managing different external and internal stakeholders
Ensure new customers quickly realize the value of Payhawk by maximizing adoption during the initial implementation phase and aligning the setup with their business needs
Use product data and insights to identify opportunities for optimizing customer setups and use cases, ensuring customers continuously derive increasing value from Payhawk
Assist customers in scaling their Payhawk usage as their businesses grow or their needs evolve
Provide expert guidance and support when customers need to adjust their setup or adopt new functionalities
Act as a trusted advisor to customers, helping them align Payhawk’s capabilities with their internal processes to achieve their desired outcomes
Contribute to customer retention by ensuring high contract utilization, product adoption, and overall satisfaction
Gather customer feedback on potential product improvements and new feature requests, and share these insights with the Product teams
Identify and propose process improvements to enhance the onboarding and adoption experience

What we offer

30 days holiday paid leave
Competitive compensation package
A week exchange policy to another Payhawk office (London, Berlin, Barcelona, Amsterdam, Paris)
Multisport card fully funded by us
Flexible working hours
Company office massages
Personal assistant service
Regular team-wide events
Opportunity to use the Payhawk product

Fulltime

Head of Implementation & Onboarding

Manage the transformation of how Supermetrics delivers customer onboarding and i...

Location

Ireland; Netherlands; Finland; United Kingdom , Dublin; Amsterdam; Helsinki; UK

Salary:

Not provided

Supermetrics

Expiration Date

Until further notice

Requirements

Demonstrated experience leading Professional Services, implementation, or onboarding teams in a SaaS environment
Experience leading process transformation, standardization, or automation initiatives
Familiarity with AI, automation, or scalable delivery models — direct technical skills are not required
Experience working cross-functionally with Product and Customer Success teams
Experience managing global or distributed teams
A systems mindset, you think in scalable processes, not individual projects
The ability to lead teams through transformation and uncertainty while staying focused on outcomes

Job Responsibility

Transform onboarding and implementation from a manual, consultant-driven process into a scalable, AI-assisted delivery engine
Lead a global team of implementation specialists across EMEA, North America, and JAPAC
Implement AI-first, human-in-the-loop delivery models for both core onboarding and Supermetrics Activate implementations
Act as the bridge between strategy and execution, ensuring the new delivery model is integrated across the organization
Collaborate cross-functionally with Professional Services leadership, Product, Customer Success, and AI and automation specialists
Embedding AI-assisted discovery, solution design, and implementation preparation into daily workflows
Standardizing onboarding and implementation workflows to promote reusability and consistency across projects and regions
Enabling the team to shift from manual execution to validation and oversight in an AI-assisted environment
Enforcing new delivery standards and preventing fallback to legacy manual processes
Establishing clear quality and validation checkpoints across all customer segments

Fulltime

Bilingual Implementation Manager (French/English)

Yotpo is leading the next era of trust and loyalty in eCommerce. With AI-powered...

Location

Bulgaria , Sofia

Salary:

Not provided

Yotpo

Expiration Date

Until further notice

Requirements

Fluent French and English communication skills, both written and verbal
2–5+ years of experience in implementation, onboarding, project management, customer success, or a similar customer-facing role
Strong project management and organizational skills, with the ability to manage multiple customer implementations simultaneously
Experience working with SaaS platforms and guiding customers through technical or product adoption processes
Excellent stakeholder management, communication, and problem-solving skills
Ability to collaborate effectively across teams in a fast-paced environment

Job Responsibility

Lead onboarding and implementation projects for new customers from kickoff to go-live
Serve as the primary point of contact during the onboarding journey, building trusted customer relationships
Configure Yotpo solutions and guide customers through setup, integrations, and best practices
Collaborate with Sales, Customer Success, Product, and Technical teams to ensure a seamless implementation experience
Drive customer adoption, manage project timelines, identify risks, and ensure successful outcomes

What we offer

Track to success – work in a dynamic organization with ambient and laid-back office atmosphere
Individualized career development, rewards, and recognition
Work-life balance – 25 days paid vacation with add-ons for loyalty, regular team buildings and celebrations in and outside the country
Additional health insurance package
Internal mobility program and refer-a-friend program
Managing a fixed monthly budget for social benefits thru Re:Benefit – a flexible online benefits solution
Food vouchers
E-learning portals and knowledge sharing sessions
Company backed Hackathons, Tech conferences, workshops events, etc
Stocked kitchen and bar

Fulltime

Customer Onboarding Manager (NL) - German Speaking

As Customer Onboarding Manager, you’ll guide our customers step by step in switc...

Location

Netherlands

Salary:

Not provided

Qargo

Expiration Date

Until further notice

Requirements

An operational background in transport or logistics (e.g. planning, dispatch), and curiosity about SaaS
Or experience implementing complex SaaS solutions and an interest in logistics operations
A self-starter who takes initiative and enjoys variety in their work
Strong communication skills with both technical and non-technical audiences
Customer-focused and passionate about delivering the best possible customer experience
Proactive, organised, and flexible, thriving in a fast-paced, scaling environment
Fluent in German, Dutch and English (both written and spoken)
While this is a remote role, regular travel within the Netherlands is required. A valid driver's license and access to a car are needed for customer visits.

Job Responsibility

Guide our customers (transport companies) through the onboarding journey of Qargo, from kick-off and process analysis to go-live and aftercare
Analyse their current way of working, f.e. planning, order entry and invoicing workflows, and translate these into an efficient Qargo setup
Configure the platform and deliver hands-on training to our customers so they can confidently work in Qargo from day one
Act as the main point of contact during implementation. Check in regularly to ensure satisfaction, a smooth transition and strong adoption of the platform
Support pre-sales by analysing potential client needs and providing technical input during demos
Capture insights and improvement opportunities, and collaborate closely with Sales, Product and Engineering to continuously optimise our solution
Travel regularly across the country to meet customers.

What we offer

A competitive salary package
A role with real ownership, responsibility, and impact
The chance to join our Dream Team and grow alongside Qargo as we expand across Europe
A flexible and trust-based working environment.

Fulltime

Client Onboarding Manager

The Onboarding Manager is a client-facing strategic professional responsible for...

Location

Brazil , São Paulo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in client onboarding, implementation, project management, or a related client-facing role, preferably within the financial services industry
Fluency in both English and Spanish (written and verbal) is mandatory
Proven experience in leading cross-functional teams to deliver multi-work stream projects
Strong communication, presentation, and diplomacy skills to manage client meetings and influence internal and external stakeholders
Effective leadership skills with an ability to promote team building and develop strong partnerships
Excellent analytical and complex problem-solving abilities
Self-starter with the ability to take initiative and drive projects forward independently
Excellent organizational, planning, and customer relationship management skills
Strong negotiation and decision-making capabilities
Ability to work effectively under a high-volume workload and prioritize tasks

Job Responsibility

Lead and manage the entire client onboarding lifecycle, including account openings and the implementation of TTS products, ensuring a seamless end-to-end process
Act as the primary advisor to clients for all onboarding-related activities, providing expert guidance on processes and product setups
Develop and maintain customized project plans for each client implementation, outlining deliverables, milestones, and critical path items
Serve as the single point of contact for the client and internal partners (such as Sales, Product, Technology, and Operations) for all onboarding projects within the LATAM region
Manage and coordinate the work of cross-functional internal teams to ensure project milestones are met and client requirements are delivered successfully
Build and maintain strong relationships with clients, acting as a trusted advisor throughout the onboarding process and effectively managing their expectations
Provide oversight for account maintenance activities to ensure operational readiness and stability for the client
Continuously work to reduce implementation cycle times and accurately report on project status, escalating any delays or issues as needed
Partner with the client and internal teams to escalate, manage, and resolve critical issues, ensuring a smooth implementation
Establish and lead project governance, ensuring strict adherence to defined quality standards and best practices

Fulltime

Implementation Manager

As an Implementation Manager, you’ll be the primary point of contact for new cli...

Location

United States

Salary:

55000.00 - 65000.00 USD / Year

EverCommerce

Expiration Date

Until further notice

Requirements

Must be technically savvy
Demonstrate high levels of written and verbal communication
Comfortable with change
strong prioritization skills
ability to balance multiple tasks
Comprehension and delivery of monthly, quarterly and team level goals
User-level CRM experience
Demonstrate ability to own the process and account
know when to escalate to leadership
Demonstrate the skill of guiding a customer efficiently and effectively through the onboarding process

Job Responsibility

Performing system setup
Coordinating and performing training
Overseeing data import progress
Solving customer-specific workflow issues
Remain knowledgeable and up to date on all Service Fusion products
Contribute to the Service Fusion roadmap
Consistently meet or exceed company performance metrics
Collaborate with peers and clients on projects
Represent brand at trade show events

What we offer

Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Continued investment in your professional development
Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program

Fulltime

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Onboarding & Implementation Manager

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