About this role.
Enumerate is seeking an Onboarding Manager to lead SaaS implementation, client onboarding, and data migration for Financial Services clients. The role owns project scoping, implementation timelines, system configuration, database setup, and coordination with internal teams, vendors, and client stakeholders. Responsibilities also include establishing banking and payment-processing arrangements, documenting project activity, monitoring rollout performance, and driving process improvements. Candidates should bring 3–5 years of SaaS implementation experience, with project management, accounting knowledge, and data migration experience considered valuable. This is a remote United States role with an annual total compensation range of $60,000 to $71,000 USD.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Sample interview questions
I begin by confirming business objectives, stakeholders, required integrations, data sources, success criteria, risks, and ownership. I translate those findings into a phased plan with milestones, dependencies, acceptance criteria, communication cadences, and an escalation path before execution begins.
I define the source-to-target mapping, validate data requirements early, establish cleansing rules, and run test migrations before production cutover. I use reconciliation checks, exception logs, stakeholder sign-off, and a documented rollback or remediation plan to protect data quality.
I would communicate the specific missing inputs, explain the impact on dependencies and go-live timing, and provide a clear deadline and simple checklist. If the risk remains unresolved, I would escalate through the agreed governance process while updating the project plan and proposing viable alternatives.
I establish a RACI, shared timeline, regular status meetings, and a centralized tracker for actions, risks, and decisions. I focus on making handoffs explicit, surfacing blockers early, and ensuring every party understands the operational readiness requirements before turnover.
I would track time to implementation, milestone adherence, data-migration error rates, client response turnaround, number and severity of escalations, rework, and post-launch support volume. Reviewing these metrics by project type helps identify recurring bottlenecks and prioritize process improvements.
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 teams and vendors to get client accounts successfully set up in our systems. The Onboarding Manager is responsible 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 project 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
Upload your resume now
- To unlock remote work opportunities and be discovered by global employers.
This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.
