Onboarding Manager

Formations

Onboarding Manager guiding customer experience through project management at a FinTech startup. Helping self-employed individuals with their financial well-being during onboarding.

Posted 6/26/2026full-timeKirkland • Washington • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Own the first 60 days of the customer experience
Act as project manager and point of contact for all setup, education, and configuration activities
Partner with Customer Success Managers and cross-functional teams
Communicate clear timelines and proactively manage change with customers
Leverage HubSpot CRM to manage customer data and track progress
Advocate for customer needs across departments
Contribute to retention efforts by helping customers realize early value

Requirements

What you’ll need

2+ years of experience in Customer Success, Project Management, Account Management, or Onboarding
Strong project management skills with a proven ability to manage multiple priorities
Excellent written and verbal communication skills
Detail-oriented, organized, and analytical
Basic accounting knowledge (a plus)
Experience with CRM platforms such as HubSpot (preferred)

Benefits

Comp & perks

Full Medical, dental vision
Generous parental leave
Life insurance
401K plan including employer matching
Equity package
Paid volunteer time up to 16 hours a year
Flexible paid time away from work

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementcustomer successaccount managementonboardingCRMbasic accounting

Soft Skills

communicationdetail-orientedorganizedanalyticalability to manage multiple priorities