Job Description
The Onboarding Manager is responsible for guiding SaaS customers, primarily Venture Capital and Private Equity firms, through the onboarding process from kickoff to go-live, ensuring smooth implementation, configuration, training, and adoption of the platform while managing multiple projects and collaborating cross-functionally.
Key Responsibilities
- Manage 15-20 customer onboarding projects from kickoff to go-live, ensuring timely and on-track implementation.
- Translate customer workflows into Affinity configurations, including custom fields, pipeline stages, automations, and permissions.
- Conduct discovery sessions to understand client processes and tailor Affinity setup accordingly.
- Monitor project progress, identify risks, and proactively address blockers to maintain timelines.
- Drive user adoption through hands-on training, enablement, and role-based sessions for admins and end users.
- Coordinate with cross-functional teams, including integrations and customer success, to ensure smooth implementations.
- Perform data imports, manage configuration, and set up user accounts and permissions for new customers.
- Conduct post-launch validation, troubleshoot issues, and gather customer feedback for continuous improvement.
Requirements
- 2-4 years of experience in SaaS onboarding, implementation, customer success, or project management
- Strong project management discipline with the ability to naturally track deliverables, anticipate dependencies, and know when to escalate
- Excellent organizational skills with a system for managing 20 concurrent projects without dropping details
- Client-facing polish to lead a kickoff with a Managing Partner and train a junior analyst, adapting style to the audience
- Bias toward action when issues arise, proactively reaching out, offering solutions, and escalating when needed
- Change management instincts to help customers adopt new technology by anticipating resistance and celebrating early wins
- Technical aptitude comfortable learning software quickly and troubleshooting basic technical issues
- Bachelor’s degree or equivalent experience
Benefits & Perks
Compensation/salary range: $55,000 - $94,000 USD base, plus potential commission
Work schedule: Remote or hybrid (2-3 days in-office in San Francisco, typically Tuesday through Thursday)
Work environment perks: Virtual team-building activities and socials
Health Benefits: Medical, dental, and vision insurance premiums covered with PPO, HDHP, and HMO options; flexible sick days
Retirement Planning: 401(k) plan
Learning Development: Annual education budget and comprehensive L&D program
Wellness Support: Monthly reimbursements for home internet, meals, wellness memberships, and equipment
Ready to Apply?
Join Affinity and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs
More at Affinity
Jobs in Location not specified
More jobs at Affinity
Manager, GTM Applications
Affinity
Not specified
Full Time
Dec 29
$91k-153k
Account Executive, Growth
Affinity
VISA
Not specified
Full Time
Oct 26
$80k-90k
Senior Director, Engineering
Affinity
Toronto
Full Time
Jan 5
$240k-290k
More jobs in Location not specified
Account Executive APJ
Planet
NEW
Remote
Full Time
14h
Account Executive NATO
Planet
NEW
Remote
Full Time
14h
Account Executive NATO
Planet
NEW
Remote
Full Time
14h