Onboarding Manager

  1. Home
  2. Remote jobs
  3. Accounting
  • Company Enumerate
  • Employment Full-time
  • Location 🇺🇸 United States nationwide
  • Submitted Posted 1 month ago - Updated 23 hours ago
<p><span data-contrast="none"><span data-ccp-charstyle="normaltextrun" data-ccp-charstyle-defn="{&quot;ObjectId&quot;:&quot;ac0262f4-8a9e-5820-b908-2d943c5f7113|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[201342446,&quot;1&quot;,201342447,&quot;5&quot;,201342448,&quot;1&quot;,201342449,&quot;1&quot;,469777841,&quot;Calibri&quot;,469777842,&quot;&quot;,469777843,&quot;Calibri&quot;,469777844,&quot;Calibri&quot;,201341986,&quot;1&quot;,469769226,&quot;Calibri&quot;,268442635,&quot;22&quot;,469775450,&quot;normaltextrun&quot;,201340122,&quot;1&quot;,134233614,&quot;true&quot;,469778129,&quot;normaltextrun&quot;,335572020,&quot;1&quot;,469778324,&quot;Default Paragraph Font&quot;]}">Enumerate is hiring an&nbsp;</span><span data-ccp-charstyle="normaltextrun">Onboarding&nbsp;</span><span data-ccp-charstyle="normaltextrun">Manager</span><span data-ccp-charstyle="normaltextrun">&nbsp;</span><span data-ccp-charstyle="normaltextrun">to manage&nbsp;</span><span data-ccp-charstyle="normaltextrun">the&nbsp;</span><span data-ccp-charstyle="normaltextrun">onboarding&nbsp;</span><span data-ccp-charstyle="normaltextrun">and data migration for</span><span data-ccp-charstyle="normaltextrun">&nbsp;our Enumerate&nbsp;</span><span data-ccp-charstyle="normaltextrun">Financial Services</span><span data-ccp-charstyle="normaltextrun">&nbsp;clients</span><span data-ccp-charstyle="normaltextrun">.  This&nbsp;</span><span data-ccp-charstyle="normaltextrun">role is responsible for</span><span data-ccp-charstyle="normaltextrun">&nbsp;planning,&nbsp;</span><span data-ccp-charstyle="normaltextrun">building data tables, configuring system</span><span data-ccp-charstyle="normaltextrun">&nbsp;resources</span><span data-ccp-charstyle="normaltextrun">&nbsp;and coordinating with other&nbsp;</span><span data-ccp-charstyle="normaltextrun">t</span><span data-ccp-charstyle="normaltextrun">eams and vendors to&nbsp;</span><span data-ccp-charstyle="normaltextrun">get client accounts successfully set up in our systems</span><span data-ccp-charstyle="normaltextrun">. The&nbsp;</span><span data-ccp-charstyle="normaltextrun">Onboarding Manager is r</span><span data-ccp-charstyle="normaltextrun">esponsible for&nbsp;</span><span data-ccp-charstyle="normaltextrun">scoping projects&nbsp;</span><span data-ccp-charstyle="normaltextrun">and&nbsp;</span><span data-ccp-charstyle="normaltextrun">creating</span><span data-ccp-charstyle="normaltextrun">&nbsp;processes&nbsp;</span><span data-ccp-charstyle="normaltextrun">to ensure the timely&nbsp;</span><span data-ccp-charstyle="normaltextrun">completion of client implementation projects.</span></span><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559739&quot;:150,&quot;335559740&quot;:330}">&nbsp;</span></p><p><strong><span data-contrast="auto">Key&nbsp;Responsibilities:</span></strong><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559739&quot;:150,&quot;335559740&quot;:330}">&nbsp;</span></p><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Plan and execute onboarding process:</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Gather necessary data from client</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Create project timeline for implementation</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Build database in Central</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Establish banking relationship and open accounts as needed</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="5" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Establish payment processing method agreements</span><span data-ccp-charstyle="normaltextrun">&nbsp;both AP and AR</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="6" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Communication with owners</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="7" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Creating Users</span><span data-ccp-charstyle="normaltextrun">&nbsp;to access CENTRAL and banking</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="o" data-font="Courier New" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:1440,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Courier New&quot;,&quot;469769242&quot;:[9675],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;o&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="8" data-aria-level="2"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Communicating with adjacent Teams that will run the day to day after turnover from Onboarding</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Implement technical systems and solutions in support of organizational objectives.</span><span data-ccp-charstyle="eop" data-ccp-charstyle-defn="{&quot;ObjectId&quot;:&quot;920dbcde-2834-5e15-a5fa-062170b236ba|1&quot;,&quot;ClassId&quot;:1073872969,&quot;Properties&quot;:[201342446,&quot;1&quot;,201342447,&quot;5&quot;,201342448,&quot;1&quot;,201342449,&quot;1&quot;,469777841,&quot;Calibri&quot;,469777842,&quot;&quot;,469777843,&quot;Calibri&quot;,469777844,&quot;Calibri&quot;,201341986,&quot;1&quot;,469769226,&quot;Calibri&quot;,268442635,&quot;22&quot;,469775450,&quot;eop&quot;,201340122,&quot;1&quot;,134233614,&quot;true&quot;,469778129,&quot;eop&quot;,335572020,&quot;1&quot;,469778324,&quot;Default Paragraph Font&quot;]}"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives. </span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Create p</span><span data-ccp-charstyle="normaltextrun">roject plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Interact with clients and stakeholders, as well as serve as a first line of escalation.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="44" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Create process improvements and ensure they are being adhered to.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335557856&quot;:16777215,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p><p><strong><span data-contrast="auto">Requirements:</span></strong><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559739&quot;:150,&quot;335559740&quot;:330}">&nbsp;</span></p><ul><li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">3-5 years of experience in SaaS Implementations.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Bachelor’s degree in a related field is a plus but not required.</span><span data-ccp-charstyle="eop"> </span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><ul><li data-leveltext="" data-font="Symbol" data-listid="43" data-list-defn-props="{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto"><span data-ccp-charstyle="normaltextrun">Project management, accounting knowledge and/or data migration experience is a plus</span></span><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></li></ul><p><span data-ccp-props="{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;201341983&quot;:0,&quot;335559738&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}">&nbsp;</span></p><p><span data-ccp-props="{&quot;201341983&quot;:2,&quot;335559739&quot;:150,&quot;335559740&quot;:330}">&nbsp;</span></p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>The pay range is inclusive of base salary plus any applicable bonuses or commissions.</p></div><div class="title">Total compensation pay range (annual salary):</div><div class="pay-range"><span>$60,000</span><span class="divider">&mdash;</span><span>$71,000 USD</span></div></div></div>

Loading similar jobs...

USA Remote Jobs

Discover fully remote job opportunities in the United States at USA Remote Jobs. Apply for roles like Software Developer, Customer Service Specialist, Project Manager, and more!

© 2026 Created by USA Remote Jobs. All rights reserved.