CrawlJobs Logo

Onboarding Manager

barclays.co.uk Logo

Barclays

Location Icon

Location:
United States , Whippany

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

64000.00 - 87000.00 USD / Year

Job Description:

Shape the Client Experience from Day One – Apply your knowledge to streamline onboarding and safeguard regulatory standards. As Onboarding Manager in this individual contributor role, you will drive and execute a high‑touch onboarding strategy for Financial Sponsors clients, ensuring rapid and compliant account opening while supporting business areas with operational processing, reporting, and issue resolution. You’ll play a pivotal part in delivering a differentiated client experience and upholding regulatory standards. By sharing knowledge and experience both locally and globally, you will contribute to a positive, supportive, and forward‑looking working culture. Collaborating closely with colleagues across Barclays, you’ll help deliver an excellent ‘One Barclays’ client experience, while refining operational processes and implementing solutions that enhance the team’s effectiveness.

Job Responsibility:

  • Support with day-to-day Wholesale Onboarding initiatives including KYC processing, reviewing (which can include Quality Checking), reporting, trading and issue resolution
  • Collaboration and engagement with clients/front office to gather Customer Due Diligence information/evidence in order to onboard or refresh a clients KYC in line with documented policy
  • Collaboration with teams across the bank to align and integrate Wholesale Onboarding processes
  • Identification of areas for improvement and providing recommendations for change in Wholesale Onboarding processes
  • Development and implementation of Wholesale Onboarding procedures and controls to mitigate risks and maintain operational efficiency
  • Development of reports and presentations on Wholesale Onboarding performance and communicate findings to internal senior stakeholders
  • Identification of industry trends and developments to implement best practice in Wholesale Onboarding
  • Participation in projects and initiatives to improve Wholesale Onboarding efficiency and effectiveness

Requirements:

  • Experience in client service, onboarding, or client lifecycle oversight within financial services
  • Considerable knowledge of sponsor structures, intermediary control, and regulatory frameworks (BSA, Patriot Act, FinCEN CDD)
  • Experience directing high‑volume onboarding and supporting cross‑functional teams
  • Familiarity with Salesforce, JB2, Boost, and Barclays onboarding platforms

Nice to have:

  • Customer Service
  • Microsoft Applications
  • Good Communications Skills
What we offer:
  • medical, dental and vision coverage
  • 401(k)
  • life insurance
  • other paid leave for qualifying circumstances
  • incentive award eligibility

Additional Information:

Job Posted:
January 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Onboarding Manager

Manager- Catalogue Management and Supplier Onboarding

Circle K (Part of Alimentation Couche-Tard group) is a global leader in the conv...
Location
Location
India , Gurugram
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Graduate in any discipline. MBA preferred
  • 8 - 10 years of work experience in Catalog management and Procure to Pay operations
  • Proficiency in using Ariba, Coupa or similar procurement software
  • Strong analytical skills, with the ability to interpret catalog usage data and customer feedback
  • Proficient in PowerPoint and Excel
Job Responsibility
Job Responsibility
  • Manage and maintain Ariba catalog of products and services, ensuring accuracy and completeness of information
  • Coordinate with suppliers to obtain necessary product information and to resolve any issues related to the catalog
  • Oversee the cataloging process, including the creation and maintenance of product data, to ensure consistency and compliance with company standards
  • Implement strategies to optimize the catalog's performance, including improving search functionality and enhancing the user interface
  • Overseeing the entire supplier onboarding process, from initial contact to full vendor integration
  • Evaluating new suppliers for compliance with relevant regulations, policies, and risk assessments
  • Maintaining the accuracy, timeliness, and integrity of vendor data entered into the system
  • Analyze catalog usage data and customer feedback to identify opportunities for improvement and implement necessary changes
  • Collaborate with the procurement and IT teams to ensure the catalog system is integrated with other business systems and processes
  • Stay informed about industry trends and advancements in catalog management and apply this knowledge to improve Coupa's catalog
  • Fulltime
Read More
Arrow Right

Senior Manager, Onboarding

The Senior Manager, Onboarding oversees multiple teams, driving strategic initia...
Location
Location
United States , Chicago
Salary
Salary:
107000.00 - 145000.00 USD / Year
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven ability to lead multiple teams and drive operational performance at scale
  • Strong client-facing and executive communication skills, with the ability to influence and align stakeholders
  • Strategic thinker with a focus on process improvement, workflow optimization, and team development
  • Operational management capabilities
  • Advanced analytical skills and ability to interpret data to drive decisions
  • Financial acumen and resource management skills
  • Exceptional stakeholder engagement, influencing, and communication abilities
  • Understanding of industry trends, systems, and organizational best practices
  • Deep knowledge of POS hardware, software, integrations, and network setups
  • Skilled in Agile, Waterfall, or hybrid project management
Job Responsibility
Job Responsibility
  • Lead multiple teams or functional areas, setting direction and driving alignment with organizational strategy
  • Develop leaders and managers, fostering a culture of accountability, collaboration, and high performance
  • Establish workforce plans, talent pipelines, and development strategies to support growth and scalability
  • Drive engagement, inclusion, and professional development across teams
  • Serve as a senior liaison between internal teams, leadership, and client-facing organizations
  • Translate strategic objectives into actionable team goals and priorities
  • Anticipate organizational and client needs, driving proactive solutions that enhance customer experience and operational efficiency
  • Influence cross-functional planning and resource allocation to ensure alignment with business goals
  • Oversee large-scale or complex operations, ensuring delivery against performance, quality, and financial targets
  • Define and track key metrics to evaluate team effectiveness and impact
What we offer
What we offer
  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, 10 company holidays, sick time, and volunteer time off
  • Employee Resource Groups to build community and inclusion at work
  • Monthly cell phone and internet stipend
  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
  • Fulltime
Read More
Arrow Right

Onboarding Manager

The Manager, Onboarding leads a team of specialists, driving operational excelle...
Location
Location
United States , Royal Oak
Salary
Salary:
70000.00 - 85000.00 USD / Year
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of professional experience in customer success or related roles
  • 3+ years of experience managing and developing high-performing teams
  • Experience in fintech or SaaS environments preferred
  • Bachelor’s degree in Hospitality Management, Business Administration, or a related field required
  • Fluent in English (written and verbal)
  • Advanced leadership, coaching, and team development skills
  • Strategic thinking and operational planning abilities
  • Strong problem-solving, decision-making, and analytical capabilities
  • Proficiency with relevant systems, tools, and metrics-driven management
  • Effective stakeholder management and cross-functional collaboration
Job Responsibility
Job Responsibility
  • Lead and develop a team of specialists and associate managers
  • Set clear goals and performance expectations
  • Provide regular coaching, feedback, and professional development
  • Oversee workload allocation
  • Manage recruitment, onboarding, and training
  • Act as a key point of contact for client-facing teams and stakeholders
  • Anticipate client and partner needs
  • Coordinate with internal functions
  • Communicate updates to senior leadership
  • Oversee execution of multiple concurrent projects
What we offer
What we offer
  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, 10 company holidays, sick time, and volunteer time off
  • Employee Resource Groups
  • Monthly cell phone and internet stipend
  • Tuition reimbursement for up to $2,000 per calendar year
  • Fulltime
Read More
Arrow Right

Customer Onboarding Manager

Tekmetric is the all-in-one, cloud-based platform helping auto repair shops run ...
Location
Location
United States
Salary
Salary:
Not provided
tekmetric.com Logo
Tekmetric
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-2 years’ experience in Customer Onboarding or a customer facing function
  • Project Management Skills
  • Track record of proactively resolving escalated client service issues while sharing insights with the organization
  • Experience establishing and growing relationships with all levels within enterprise organizations from Director to C-Suite
  • Ability to improve team processes and direction
  • Work closely with the Customer Success team to solve problems collaboratively
  • Bachelor’s degree Preferred
Job Responsibility
Job Responsibility
  • Become a Tekmetric Product Expert
  • Provide detailed account walkthroughs and assist many new customers with implementation
  • Clearly communicate account setup requirements and expectations with customers and key stakeholders
  • Educate customers on Tekmetric capabilities, and best practices to simplify adoption and align expectations
  • Record customer implementation needs, requests, and questions in Hubspot and communicate to key Tekmetric leadership
  • Ensure customers receive superior service
  • Collaborate with the sales, customer success, operations, support and engineering teams
  • Leverage feedback for continuous improvement to the onboarding process
  • Develop a deep understanding of customers' business and operational objectives
  • Listen carefully to information provided by customers and ask clarifying questions to ensure proper use of Tekmetric
What we offer
What we offer
  • Enjoy the flexibility of remote work
  • Competitive base salaries
  • Generous Paid Time Off
  • Paid maternity, parental bonding, and medical leave
  • Comprehensive health benefits (Medical, Dental, Vision, and Prescription coverage)
  • Free, confidential counseling through partnership with BetterHelp
  • 401(k) Retirement Savings Plan with 100% employer match on contributions up to 6%
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
  • Life and Accidental Death & Dismemberment (AD&D) Insurance
  • Wellness stipend up to $60/month
Read More
Arrow Right

Senior Customer Success Onboarding Manager

The Customer Success Onboarding, Sr. Manager is responsible for assessing, desig...
Location
Location
United States , San Francisco
Salary
Salary:
143500.00 - 230500.00 USD / Year
https://www.atlassian.com Logo
Atlassian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years experience scoping, planning, designing, developing and implementing effective onboarding solutions for customer success or sales, at a technology company
  • Deep understanding of the customer success best practices, sales process, enterprise selling skills and sales methodologies
  • Experience working directly with sales and/or customer success to understand their learning needs and vet content
  • Consultative approach and proven track record of effective collaboration and ability to influence at all levels of an organization
  • Ability to work with ambiguity and achieve goals in a fast-paced and continuously evolving environment
  • Well versed in building skill-based and application oriented learning experiences
  • Agile and engaging facilitator
  • Exceptional written and verbal communication skills
  • Strong program management skills
  • Proactive, self-directed and results-oriented
Job Responsibility
Job Responsibility
  • Engages customer success and business leaders to gather and prioritize competencies, and onboarding requirements, to inform the onboarding strategy
  • Develops comprehensive enablement strategy for onboarding, including role-specific tracks and programs, and secures executive sponsorship across customer success and business leaders
  • Calibrates and aligns divergent requirements as needed and ensures onboarding program aligned to evolving priorities and GTM strategy
  • Engages the target audience to vet and refine onboarding program objectives, components and content
  • Designs learning experiences and collaborates with subject-matter-experts across the business to create the supporting content and exercises
  • Defines the role of customer success management coaching in driving onboarding effectiveness
  • Develops the tools and resources to help customer success management coach their teams
  • Leverages executives for onboarding delivery – from identification, to talking points, to preparation – to elevate the impact of the program
  • Conducts pilots to gather field feedback and refine programs
  • Defines and measures KPIs for program effectiveness, leveraging insights to drive continuous improvement
What we offer
What we offer
  • Health and wellbeing resources
  • Paid volunteer days
  • Bonuses
  • Commissions
  • Equity
  • Fulltime
Read More
Arrow Right

Manager, Customer Onboarding

Lead and manage a team of Customer Onboarding Managers at Tekmetric, an all-in-o...
Location
Location
United States , Houston
Salary
Salary:
Not provided
tekmetric.com Logo
Tekmetric
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business, Communication, or a related field
  • 3+ years of experience in customer success, account management, or a related field within the SaaS industry
  • Proven track record of managing and improving customer onboarding processes
  • Strong leadership skills with experience in managing and motivating teams
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members
  • Proficiency in CRM and project management tools
  • Data-driven mindset with a strong analytical approach to problem-solving
  • Ability to work in a fast-paced, dynamic environment
Job Responsibility
Job Responsibility
  • Lead and manage a team of Customer Onboarding Managers, ensuring a high level of customer service, TTV, and satisfaction
  • Develop and implement onboarding processes and strategies that are efficient, scalable, and tailored to different customer segments
  • Collaborate with sales, product, customer success and support teams to ensure a cohesive customer journey from initial sale to full product adoption
  • Monitor customer feedback and onboarding metrics, using this data to continuously improve the onboarding experience
  • Conduct regular training sessions for the onboarding team to keep them updated on product changes and best practices
  • Work closely with clients to understand their business needs and tailor the onboarding experience accordingly
  • Establish clear communication and project management protocols to ensure timely and successful implementations
  • Identify upsell and expansion opportunities during the onboarding process and collaborate with the sales team to capitalize on these opportunities
  • Manage customer expectations and address any issues that may arise during the onboarding process
What we offer
What we offer
  • Enjoy the flexibility of remote work
  • Competitive base salaries that reflect your value
  • Generous Paid Time Off
  • Support for every stage of life—with paid maternity, parental bonding, and medical leave for you or your loved ones
  • Comprehensive health benefits, including Medical, Dental, Vision, and Prescription coverage
  • Prioritizing your mental health: get free, confidential counseling through our partnership with BetterHelp
  • 401(k) Retirement Savings Plan with 100% employer match on contributions up to 6%
  • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
  • Life and Accidental Death & Dismemberment (AD&D) Insurance
  • Wellness on your terms: get up to $60/month toward fitness, mental health, or almost anything that helps you feel your best
  • Fulltime
Read More
Arrow Right

Onboarding Manager

As an Onboarding Manager you will be responsible for smooth onboarding of new cu...
Location
Location
Bulgaria , Sofia
Salary
Salary:
Not provided
https://clevertap.com/ Logo
CleverTap
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Hands On knowledge of working with Mobile technologies/ Platforms (Android, iOS, Hybrid), Web Technologies, APIs & Integration Techniques
  • Project Management, Technical Problem Solving
  • Understanding of Business process,Software design and deployment, Database concepts
  • Understanding of Project Management methods & tools.
Job Responsibility
Job Responsibility
  • Ensure smooth and fast onboarding of the customers to CleverTap by successful implementation of the CleverTap Platform with focus on reducing the “Time to Value” (TTV)
  • Work closely with the designated Customer Success Manager from CleverTap, and at times work in individual capacity, to build relationships, educate, guide and train the customers Business Users, Developers and other technical stakeholders through the implementation process and successful 'Go Live.'
  • Act as a product consultant to your customers: Help define technical solutions to implement customers business use cases, assist with techno-functional knowledge around product integration, troubleshooting, conduct technical audits & reviews to ensure adherence to Clevertap guidelines, quality, performance and data sanity
  • Participate in technical discussions with the customer to identify use cases, technical enhancements required in the Clevertap product and provide actionable inputs to the internal teams (CS, Product, Engineering, etc.)
  • Document technical requirements, create content, estimate schedules and timelines, goals/metrics, and customer objective key results and outcomes
What we offer
What we offer
  • Be a part of a global growth stage startup
  • Work in a fast-paced, dynamic environment where your contribution matters
  • You are passionate about technology and its impact on the high growth mobile technology space
  • Innovate at scale, with learning opportunities
  • Be a part of a global category creator
  • hyper growth B2B SaaS startup
  • Work, performance and results are real sources of happiness in addition to the fun of working with and celebrating success with an exceptionally talented team
  • Accountability and driving outcomes is the key to success
  • Your career here is limited by you and nothing else
  • Teamwork trumps individual success
  • Fulltime
Read More
Arrow Right

Senior Sales Onboarding Manager

The Sales Onboarding, Sr. Manager is responsible for assessing, designing and de...
Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.atlassian.com Logo
Atlassian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years experience scoping, planning, designing, developing and implementing effective onboarding solutions for sales, at a technology company
  • Deep understanding of the sales process, enterprise selling skills and sales methodologies
  • Experience working directly with sales to understand their learning needs and vet content
  • Consultative approach and proven track record of effective collaboration and ability to influence at all levels of an organization
  • Ability to work with ambiguity and achieve goals in a fast-paced and continuously evolving environment
  • Well versed in building skill-based and application-oriented learning experiences
  • Agile and engaging facilitator
  • Exceptional written and verbal communication skills
  • Strong program management skills
  • Proactive, self-directed and results-oriented
Job Responsibility
Job Responsibility
  • Engages field and business leaders to gather and prioritize sales competencies and onboarding requirements, to inform the onboarding strategy
  • Develops comprehensive enablement strategy for onboarding, including role-specific tracks and programs, and secures executive sponsorship across field and business leaders
  • Calibrates and aligns divergent requirements as needed and ensures onboarding program aligned to evolving sales priorities and GTM strategy
  • Engages the target audience to vet and refine onboarding program objectives, components and content
  • Designs learning experiences and collaborates with subject-matter-experts across the business to create the supporting content and exercises
  • Defines the role of sales management coaching in driving onboarding effectiveness
  • Develops tools and resources to help sales management coach their teams
  • Leverages executives for onboarding delivery– from identification, to talking points, to preparation– to elevate the impact of the program
  • Conducts pilots to gather field feedback and refine programs
  • Defines and measures KPIs for program effectiveness, leveraging insights to drive continuous improvement
What we offer
What we offer
  • health and wellbeing resources
  • paid volunteer days
  • other benefits as described on the Atlassian perks page
  • Fulltime
Read More
Arrow Right