Onboarding Manager

Enumerate · United States - Remote · Remote

Posted 7/15/2026 · last confirmed live 8/26/2026

Enumerate is hiring an  Onboarding  Manager   to manage  the  onboarding  and data migration for  our Enumerate  Financial Services  clients .  This  role is responsible for  planning,  building data tables, configuring system  resources  and coordinating with other  t eams and vendors to  get client accounts successfully set up in our systems . The  Onboarding Manager is r esponsible for  scoping projects  and  creating  processes  to ensure the timely  completion of client implementation projects.   Key Responsibilities:   Plan and execute onboarding process:   Gather necessary data from client   Create project timeline for implementation   Build database in Central   Establish banking relationship and open accounts as needed   Establish payment processing method agreements  both AP and AR   Communication with owners   Creating Users  to access CENTRAL and banking   Communicating with adjacent Teams that will run the day to day after turnover from Onboarding   Implement technical systems and solutions in support of organizational objectives.     Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives.      Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process.     Create p roject plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan.     Interact with clients and stakeholders, as well as serve as a first line of escalation.     Create process improvements and ensure they are being adhered to.       Requirements:   3-5 years of experience in SaaS Implementations.     Bachelor’s degree in a related field is a plus but not required.     Project management, accounting knowledge and/or data migration experience is a plus       The pay range is inclusive of base salary plus any applicable bonuses or commissions. Total compensation pay range (annual salary): $60,000 — $71,000 USD

This role is published by Enumerate on greenhouse. SwiftFit is not the employer and does not accept applications.