skillventory - A Leading Talent Research Firm

Onboarding and Implementation Manager

skillventory - A Leading Talent Research Firm

full-time

Posted on:

Location Type: Hybrid

Location: Salt Lake City • New Hampshire, New Jersey, Rhode Island, Texas, Utah • 🇺🇸 United States

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Salary

💰 $79,000 - $153,000 per year

Job Level

Mid-LevelSenior

About the role

  • Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for import into the FPS platform
  • Explain technical concepts clearly to users with varying levels of experience
  • Contribute to an exceptional experience by resolving onboarding challenges and helping users hit the ground running
  • Confidently manage and de-escalate onboarding issues when needed, always aiming for a positive outcome
  • Achieve KPIs focused on time to onboard, CSAT, efficiency, and customer activation milestones
  • Identify ways to optimize the onboarding process, remove friction points and shorten the time that our clients spend in onboarding

Requirements

  • 3-5 years of experience owning end-to-end implementations for a B2B SaaS product
  • Familiarity with the subject matter or the functionality of equity management platforms is preferred
  • Strong Excel skills are essential
  • Excellent verbal and written communication skills and comfort with client communication is essential
  • Builder mindset
  • Ability to think critically about existing processes and propose opportunities for improvement
Benefits
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
ExcelB2B SaaSequity management platforms
Soft skills
communication skillscritical thinkingproblem-solvingclient managementde-escalationbuilder mindset