Onboarding Manager
Swooped · United States
- Hybrid
- Full-time
- $90,000 / year
- United States
Job highlights
- Lead enterprise client onboarding for a talent platform.
- Manage complex projects and stakeholder relationships.
- Drive change management and technology adoption.
- Collaborate cross-functionally for seamless client experience.
- Improve onboarding processes and client outcomes.
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. This 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 Arrangement
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
Key skills/competency
Onboarding Manager, Client Onboarding, Project Management, Stakeholder Engagement, Change Management, SaaS Implementation, Customer Success, Relationship Building, Communication Skills, Operational Improvement.Skills & topics
- Onboarding Manager
- Client Onboarding
- SaaS Implementation
- Project Management
- Customer Success
- Change Management
- Stakeholder Engagement
- Client Implementation
- Legal Operations
- Technology
How to get hired
- Tailor your resume: Highlight experience in client-facing roles, SaaS implementation, and project management, using keywords from the job description.
- Craft a compelling cover letter: Express your passion for client success and showcase how your skills align with the Onboarding Manager role at the hiring company.
- Prepare for interviews: Be ready to discuss your experience managing multiple client projects, leading change management initiatives, and building relationships with senior stakeholders.
- Showcase technical proficiency: Demonstrate familiarity with project management tools like JIRA or Asana and your ability to guide clients through complex processes.
Technical preparation
Master project management tools like JIRA or Asana.,Familiarize yourself with SaaS onboarding best practices.,Practice client communication and presentation skills.,Understand legal operations technology nuances.
Behavioral questions
Describe managing multiple client onboarding projects.,How do you handle difficult stakeholder conversations?,Share an example of leading change management.,How do you ensure client adoption of new technology?
Frequently asked questions
- What is the primary responsibility of an Onboarding Manager at the hiring company?
- The primary responsibility of an Onboarding Manager is to lead the onboarding of enterprise clients to the platform, ensuring a smooth and successful implementation by working closely with senior legal and operations stakeholders.
- Is this Onboarding Manager role remote, and are there location preferences?
- Yes, this Onboarding Manager role is remote. However, there is a strong preference for candidates located in New York, though U.S.-based candidates are eligible.
- What kind of experience is required for the Onboarding Manager position?
- The role requires 3-6 years of experience in a client-facing role such as consulting, SaaS implementation, customer success, or project management. Experience with project management tools and leading client onboarding or change management is also crucial.
- Does the hiring company offer visa sponsorship for the Onboarding Manager role?
- No, the hiring company does not provide sponsorship for visas or work permits at this time. Candidates must have current, valid work authorization in the U.S.
- What are the key skills needed to succeed as an Onboarding Manager?
- Key skills include client onboarding leadership, strong stakeholder engagement, project and implementation management, change management expertise, cross-functional collaboration, and a drive for operational improvement.
- What benefits are offered for the Onboarding Manager role?
- The hiring company offers a comprehensive benefits package including a Health Care Plan (Medical, Dental & Vision), Retirement Plan (401k, IRA), Paid Time Off, Family Leave, Training & Development, and Wellness Resources.