COMPLY

At COMPLY, we pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. Our portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, whose more than 7,000 clients include some of the world’s largest financial institutions. Clients throughout our portfolio of firms enjoy access to our full suite of industry-leading governance, risk and compliance (GRC) consulting, technology, managed services, analytics and outsourcing solutions. Learn more at comply.com.

Enterprise Onboarding Manager

Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

32 days ago

Salary

$104.5K - $115.5K / year

5 yrs expEnglish

Job Description

• Own and lead end-to-end onboarding for high-value, complex, or strategic accounts, managing multiple concurrent implementations with minimal oversight. • Serve as a strategic partner and trusted advisor to senior client stakeholders, aligning onboarding outcomes to customer business goals and long-term success. • Define project scope, timelines, and success criteria; proactively collaborate with Sales, Customer Success, and other internal teams prior to kick-off to ensure seamless handoffs and clear expectations. • Identify risks early, lead escalations, and drive resolution of onboarding challenges, coordinating across internal teams as needed. • Act as a Comply product and onboarding subject-matter expert, advising both customers and internal teams on best practices and platform capabilities. • Monitor, analyze, and report on onboarding progress, trends, and outcomes; provide insights and recommendations to leadership and cross-functional partners. • Deliver tailored onboarding and advanced platform training for customers based on their specific workflows and maturity. • Ensure a smooth, high-quality transition of customers to the Customer Success team, including documentation, handoff meetings, and success planning. • Mentor and support Onboarding Managers by sharing best practices, providing guidance on complex accounts, and contributing to team enablement. • Drive continuous improvement initiatives, including onboarding processes, tools, templates, and customer experience enhancements. • Use GuideCX to manage onboarding workflows, while helping refine how the team leverages onboarding technology at scale. • Partner on special projects and cross-functional initiatives that improve onboarding efficiency, scalability, and customer satisfaction.

Job Requirements

  • 5+ years of Customer Onboarding or Implementation experience in a B2B SaaS environment.
  • Proven ability to manage complex implementations and influence outcomes without direct authority.
  • Strong track record of acting as a trusted advisor to customers, including senior-level stakeholders.
  • Excellent communication and presentation skills across video, phone, and written channels.
  • Demonstrated ability to coach, mentor, or informally lead peers.
  • Solid understanding of data configuration, templates, and upload specifications.
  • Experience with Salesforce, GuideCX, JIRA, or similar tools strongly preferred.
  • Exceptional organizational, prioritization, and time-management skills.
  • Comfortable operating in a fast-paced, evolving environment and driving change.

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