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.
Skills Required
- 3-5 years of experience in SaaS implementations
- Bachelor's degree in a related field
- Project management, accounting knowledge and/or data migration experience
What We Do
We’re Enumerate, the award-winning, end-to-end community management software and solutions brand dedicated to simplifying community management for property management companies and community associations with over 30 years of experience. Our goal is to help you streamline your workflows, empower resident communication, and boost efficiency, allowing you to focus on what matters most - building strong relationships with your clients and homeowners. Our comprehensive suite of tools and services enables you to manage every aspect of your communities, from accounting, payments and finance to maintenance and resident engagement. Our team of experts (PCAM, AMS, CMCA) is committed to delivering exceptional service and support, ensuring that you have the resources you need to succeed. We understand that community management is complex and demanding, and we're here to help you every step of the way. Whether you're a property management company, community or condo association, or homeowner's association, Enumerate is here to help you achieve your goals. Join us today and discover how our software and solutions can simplify your community management operations and elevate your business to the next level.
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