Onboarding Manager
Swooped · United States
- Hybrid
- Full-time
- $100,000 / year
- United States
Job highlights
- Lead enterprise client onboarding for a talent platform.
- Manage complex projects and drive technology adoption.
- Build relationships with senior legal and operations stakeholders.
- Collaborate with internal teams for seamless client experience.
- Improve onboarding strategy and processes for scalability.
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 & Eligibility
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
- Client Onboarding
- Project Management
- Stakeholder Engagement
- Change Management
- SaaS Implementation
- Customer Success
- Cross-Functional Collaboration
- Operational Improvement
- Client Relationship Management
- Technology Adoption
Skills & topics
- Onboarding Manager
- Client Onboarding
- Project Management
- SaaS Implementation
- Customer Success
- Change Management
- Stakeholder Engagement
- Legal Tech
- Consulting
- Remote
How to get hired
- Tailor your resume: Highlight your 3-6 years of client-facing experience in consulting, SaaS implementation, or project management, emphasizing successful client onboarding and stakeholder engagement.
- Showcase project management skills: Detail your experience managing multiple complex projects simultaneously and using tools like JIRA or Asana.
- Demonstrate relationship-building: Provide examples of how you've built trust and communicated effectively with senior legal and operations stakeholders.
- Emphasize SaaS and change management: Clearly articulate your experience with SaaS environments, legal operations, and guiding organizations through technology adoption.
- Prepare for behavioral questions: Be ready to discuss how you handle challenges, manage risks, and collaborate cross-functionally to ensure client success.
Technical preparation
Master project management tools like JIRA, Asana.,Familiarize with SaaS implementation methodologies.,Understand legal operations technology basics.,Practice platform adoption training techniques.
Behavioral questions
Describe a complex client onboarding you managed.,How do you build trust with senior stakeholders?,How do you manage project risks and blockers?,How do you support clients through change?
Frequently asked questions
- What is Swooped and their role in this Onboarding Manager position?
- Swooped is a Talent Platform, not the employer for this role. They facilitate the connection between candidates and the hiring company. Clicking 'Apply' will direct you to Swooped to review further details about the Onboarding Manager position and the company hiring for it.
- What are the primary responsibilities of the Onboarding Manager at the hiring company?
- The Onboarding Manager will lead the onboarding of enterprise clients to the platform, manage complex projects, guide clients through change management and adoption, and partner with internal teams. They will also contribute to refining onboarding strategies and processes.
- What specific experience is required for the Onboarding Manager role?
- The role requires 3-6 years of experience in client-facing roles like consulting, SaaS implementation, customer success, or project management. Proven experience managing multiple client implementations, strong stakeholder relationship skills, and familiarity with SaaS environments are essential.
- Is this Onboarding Manager position remote?
- Yes, the position is remote. However, there is a strong preference for candidates located in New York. The role is open to U.S.-based candidates only.
- Does the hiring company offer visa sponsorship for the Onboarding Manager role?
- No, sponsorship for visas or work permits is not provided at this time. Candidates must have current, valid work authorization in the U.S.
- What kind of projects will an Onboarding Manager handle at this company?
- You will manage the onboarding of multiple enterprise clients simultaneously, guiding them through implementation phases and ensuring a smooth transition. This involves coordinating timelines, managing risks, and supporting clients through organizational change.
- What tools are commonly used by the Onboarding Manager?
- Candidates comfortable using project management tools such as JIRA, Asana, Monday, or similar platforms will be well-suited for this role.
- What are the preferred industries or environments for an Onboarding Manager candidate?
- Experience in SaaS, consulting, legal operations, or technology environments is preferred. Experience in fast-paced startup or technology environments is also a plus.