Client Onboarding Manager

Ubiquity Retirement + Savings

. Own Ubiquity's client onboarding experience from signed agreement through live plan .

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSenior💰 $130,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding processes, team leadership, and cross-functional collaboration, with a strong focus on data-driven decision-making and customer satisfaction in a regulated financial environment.

Highest-signal resume keywords

Client Onboarding ManagementTeam LeadershipData AnalysisSalesforce ProficiencyProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Onboarding WorkflowsDocumentation WritingTraining Program DevelopmentWorkflow AutomationKPI TrackingLean MethodologySix SigmaCase Management ToolsFinancial Services ExperienceRegulatory Compliance

Soft Skills

Clear CommunicationAnalytical SkillsProblem-SolvingCustomer CareTeam Building

Tools & Technologies

SalesforceMicrosoft OfficeCRM PlatformsAutomation ToolsData Analysis Software

Industry Keywords

FintechFinancial ServicesOnboardingAccount SetupPayroll IntegrationsAsset TransfersSmall Business Services401(k) Experience

About the role

Key responsibilities & impact

Own Ubiquity's client onboarding experience from signed agreement through live plan
Lead and develop the New Plan and Conversion Team Leads
Hire as the team scales and build a culture of ownership, accuracy, and customer care
Manage the onboarding pipeline, timelines, quality, and SLAs
Handle complex or escalated onboarding cases
Design and document onboarding and conversion workflows and SOPs
Establish training so specialists can manage new plan setups and conversions
Partner with Product and Engineering to convert frontline patterns into requirements and test and roll out new tools
Track KPIs including time to live, accuracy, pipeline health, and customer satisfaction
Use data to guide staffing and process decisions
Forecast capacity against the sales pipeline and seasonal peaks
Partner with Sales, Client Experience, Compliance, Payroll, and other teams to resolve onboarding friction at its source

Requirements

What you’ll need

5+ years in fintech, financial services, or a closely related regulated environment
3+ years leading a team working directly with end customers on high-stakes, detail-heavy work such as onboarding, implementation, account setup, or money movement
Track record of building a team or function from scratch, writing documentation, creating structure, and building training programs
Hands-on experience partnering with in-house Product and Engineering teams to define, test, and adopt internal tools or workflow automation
Measurable results such as faster cycle times, lower error rates, higher customer satisfaction, or successful team scaling
Strong analytical skills and precision under pressure
Ability to use data to evaluate performance and capacity and balance speed and accuracy where money and compliance are involved
Clear communication skills and ability to explain complex topics simply and present to senior leaders
Proficiency with Salesforce or comparable CRM/workflow platforms and Microsoft Office
Bachelor's degree or equivalent experience
401(k) experience strongly preferred but not required
Familiarity with plan documents, payroll integrations, or asset transfers between providers
Experience at a company serving small businesses
Background in Lean, Six Sigma, workflow, or case management tools
Experience using AI or automation to scale an operations team

Benefits

Comp & perks

Target bonus of up to 10% based on company and individual performance