Onboarding Manager
Swooped · United States
- Hybrid
- Full-time
- $95,000 / year
- United States
Job highlights
- Lead enterprise client onboarding for a talent platform.
- Manage complex projects and change management initiatives.
- Build trusted relationships with senior legal stakeholders.
- Collaborate with internal teams for seamless client experience.
- Refine onboarding strategy and processes as business scales.
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 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
- SaaS Implementation
- Project Management
- Stakeholder Engagement
- Change Management
- Customer Success
- Technology Adoption
- Client Relationship Management
- Cross-Functional Collaboration
Skills & topics
- Onboarding Manager
- Client Onboarding
- SaaS Implementation
- Project Management
- Customer Success
- Change Management
- Stakeholder Management
- Client Implementation
- SaaS
- Legal Tech
How to get hired
- Tailor your resume: Highlight client-facing experience, project management, and SaaS implementation, aligning with the Onboarding Manager role.
- Showcase stakeholder skills: Emphasize your ability to build relationships with senior legal and operations leaders.
- Demonstrate project management: Detail your experience managing multiple client implementations and change initiatives.
- Prepare for STAR method: Be ready to discuss specific onboarding successes and challenges using the STAR method during interviews.
Technical preparation
Master SaaS onboarding best practices.,Practice with JIRA, Asana, or similar tools.,Develop client project management skills.,Understand change management methodologies.
Behavioral questions
Describe a challenging client onboarding you managed.,How do you build trust with senior stakeholders?,How do you handle client resistance to change?,How do you collaborate with cross-functional teams?
Frequently asked questions
- What is Swooped and how does it relate to this Onboarding Manager role?
- Swooped is a Talent Platform that connects candidates with hiring companies. For this Onboarding Manager position, Swooped is facilitating the application process, but the hiring company is the direct employer and makes all hiring decisions.
- What are the key responsibilities of an Onboarding Manager at this 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 collaborate with internal teams. A significant part of the role involves refining onboarding strategies and processes.
- Is this Onboarding Manager role remote or on-site?
- This position is remote, but there is a strong preference for candidates located in New York. The role is open to U.S.-based candidates only.
- What experience is required for the Onboarding Manager position?
- The ideal candidate has 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 experience with change management are essential.
- What project management tools should I be familiar with for this Onboarding Manager role?
- Candidates should be comfortable using project management tools such as JIRA, Asana, Monday, or similar platforms to manage timelines, track milestones, and identify risks for client projects.
- Does the company sponsor visas 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 benefits can I expect as an Onboarding Manager?
- The 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.