Onboarding Manager
Swooped · United States
- Hybrid
- Full-time
- $95,000 / year
- United States
Job highlights
- Lead enterprise client onboarding and implementation.
- Engage senior legal and operations stakeholders.
- Manage complex projects and change initiatives.
- Collaborate with internal teams for seamless delivery.
- Improve onboarding strategy and processes.
About the role
About the Opportunity
The Customer Experience team plays a critical role in ensuring clients successfully adopt and realize value from the platform. Through thoughtful onboarding and strong stakeholder engagement, the team helps legal departments launch programs that transform how they work with outside counsel.The Role
The organization is looking for an experienced and driven Onboarding Manager to join the team. In this role, the individual will lead the onboarding of enterprise clients to the platform, working closely with senior legal and operations stakeholders to ensure a smooth, successful implementation.The role involves managing complex onboarding projects, guiding clients through change management and platform adoption, and partnering with cross-functional teams to deliver an exceptional onboarding experience. As the organization continues to scale, this position will also play an important role in refining the onboarding strategy, processes, and playbooks.
This role is ideal for someone who enjoys managing complex projects, building trusted relationships with senior stakeholders, and helping organizations adopt new technology and ways of working.
Key Responsibilities
Client Onboarding Leadership
Own and manage onboarding for multiple enterprise clients simultaneously, guiding them through each phase of implementation and ensuring a successful transition to the Customer Success team.Stakeholder Engagement
Lead kickoff calls, onboarding meetings, and training sessions while building trusted relationships with senior legal and operational stakeholders.Project & Implementation Management
Coordinate onboarding timelines, track milestones, and manage risks across multiple client projects to ensure successful and timely implementations.Change Management & Training
Support clients through organizational change by developing communication plans, delivering training sessions, and helping stakeholders adopt the platform.Cross-Functional Collaboration
Partner closely with Customer Success, Product, Engineering, and other internal teams to resolve blockers and deliver a seamless onboarding experience.Operational Improvement
Contribute to the evolution of onboarding playbooks, documentation, and processes to improve onboarding efficiency and client outcomes as the business scales.Location & Work Authorization
This role is open to U.S.-based candidates only. While the position is remote, there is a strong preference for candidates located in New York.Candidates must have current, valid work authorization in the country where the role is based. Sponsorship for visas or work permits is not provided at this time.
Experience & Qualifications
- 3–6 years of experience in a client-facing role such as consulting, SaaS implementation, customer success, project management, or professional services
- Proven experience managing multiple projects or client implementations simultaneously
- Strong ability to build relationships with senior stakeholders and communicate effectively across organizations
- Demonstrated experience leading client onboarding, implementation, or change management initiatives
- Experience working in SaaS, consulting, legal operations, or technology environments is preferred
- Comfortable using project management tools such as JIRA, Asana, Monday, or similar platforms
- Strong presentation and communication skills, with the ability to guide stakeholders through complex processes
- Ability to analyze information, track project progress, and proactively identify risks or blockers
You Might Be a Great Fit If You Have Experience In
- SaaS onboarding or implementation roles
- Consulting or professional services environments
- Customer success or client delivery teams
- Legal operations or legal technology
- Project management in fast-paced startup or technology environments
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Wellness Resources
The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.
Key skills/competency
- Onboarding Manager
- Client Onboarding
- SaaS Implementation
- Project Management
- Stakeholder Engagement
- Change Management
- Customer Success
- Client Relationship Management
- SaaS
- Cross-functional Collaboration
Skills & topics
- Onboarding Manager
- Client Onboarding
- SaaS Implementation
- Project Management
- Customer Success
- Change Management
- Stakeholder Engagement
- SaaS
- Client Management
- Implementation Specialist
How to get hired
- Customize your resume: Highlight client-facing, SaaS implementation, and project management experience.
- Tailor your application: Emphasize your ability to build senior stakeholder relationships.
- Prepare for interviews: Showcase experience with change management and SaaS adoption.
- Research the company: Understand their talent platform and client success focus.
Technical preparation
Master SaaS project management tools.,Practice client implementation walkthroughs.,Prepare for change management scenarios.,Review legal tech or operations processes.
Behavioral questions
Describe a complex client onboarding.,How do you manage stakeholder expectations?,Share an experience with technology adoption.,How do you handle project risks?
Frequently asked questions
- What is the primary focus of the Onboarding Manager role at this company?
- The primary focus of the Onboarding Manager role is to lead the successful onboarding of enterprise clients onto the company's talent platform, ensuring a smooth transition and value realization.
- What type of clients will the Onboarding Manager work with?
- The Onboarding Manager will work with enterprise clients, primarily focusing on legal departments, guiding them through the adoption of new technology and work processes.
- Is this role remote, and where is the preferred location?
- Yes, this role is remote. However, there is a strong preference for candidates located in New York.
- What level of experience is required for the Onboarding Manager position?
- The role requires 3-6 years of experience in client-facing roles such as consulting, SaaS implementation, customer success, or project management.
- What project management tools are commonly used in this role?
- Candidates should be comfortable using project management tools like JIRA, Asana, Monday, or similar platforms.
- Does the company offer visa sponsorship for this Onboarding Manager position?
- No, sponsorship for visas or work permits is not provided at this time. Candidates must have current, valid work authorization.
- What are the key skills for an Onboarding Manager at this company?
- Key skills include client onboarding leadership, stakeholder engagement, project management, change management, cross-functional collaboration, and operational improvement.
- What is Swooped's role in this hiring process for the Onboarding Manager?
- Swooped is a Talent Platform and is not the employer for this role. Clicking 'Apply' will direct you to Swooped to review the role and hiring company details.