Associate Onboarding Manager
We are COMPLY.
For compliance people.
We pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. We serve more than 7,000 clients globally, through our solutions including ComplySci, RIA in a Box, National Regulatory Service (NRS) and illumis. We are a high-growth organization and have been recognized with numerous awards including by Inc. 5000, Institutional Asset Manager Awards, Private Equity Wire Awards, and the Women in Data & Technology Awards.
COMPLY is made up of 350+ professionals worldwide. In the US alone, we have team members in 45 states. Employees of COMPLY have access to comprehensive benefits, unlimited PTO, paid bonding leave and 100% remote work flexibility with a WFH stipend.
Come join our team of talented innovators working together to forge the next generation of compliance.
To learn more about COMPLY, visit COMPLY.com.
COMPLY is looking for a dynamic, Associate Onboarding Manager to join our post-sales organization and help lead our clients through the successful implementation of the COMPLY platforms.
This is a great opportunity for someone who loves working with customers and knows the importance of delivering a consistently great experience for our new COMPLY users. As an Associate Onboarding Manager at COMPLY, you will be responsible for ensuring customer satisfaction through the entire Onboarding process.
Responsibilities:
- Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently.
- Identifying project scope and organizing requirements based on clients’ individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details.
- Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction.
- Becoming a COMPLY product expert.
- Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams.
- Driving escalation and mitigating client issues if they arise during onboarding.
- Training new clients / users on the features of the platform based on their specific needs.
- Successfully transitioning clients to the Customer Success team post-onboarding.
- Using Totango (our Customer Success/Onboarding platform) to manage customer onboarding progress and tasks.
- Assist in supporting various special projects or other operational functions within the broader onboarding team.
Qualifications:
- 1-2 years of Customer Onboarding and/or Implementation experience or Customer Support at a B2B SaaS company.
- Demonstrated experience as a trusted advisor to clients / customers.
- Excellent communication skills across multiple mediums (video conference, phone, email).
- Willingness to learn and use coaching feedback to improve.
- Basic understanding on configuration of data templates based on upload specs.
- Experience with Salesforce, Totango, and JIRA is a plus.
- Exceptional time management and organization skills.
- The ability to thrive in a fast-paced environment.
$55,000 - $65,000 a year
The compensation range for this role is specific to the United States. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience. A reasonable estimate of the base salary range for this role would be $55,000-$65,000 plus applicable bonus/benefits offerings, etc., as those similarly situated within the Company.
COMPLY is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.