Onboarding Manager at Affinity

, , -

Full Time

Start Date

Immediate

Expiry Date

09 Feb, 26

Salary

94000.0

Posted On

11 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Project Management, Client Education, Consultative Delivery, Data Migration, Configuration, Training, Change Management, Technical Aptitude, CRM Platforms, Communication Skills, Organizational Skills, Problem Solving, Adaptability, Relationship Management, Training Development, Implementation

Industry

Software Development

Description

Role Overview As an Onboarding Manager, you’ll play a critical role in implementing Affinity for leading Venture Capital and Private Equity firms. You’ll guide customers through onboarding—from kickoff to go-live—ensuring a smooth, organized, and impactful start that sets them up for long-term success. This role blends project management, client education, and consultative delivery. You’ll manage up to 20 concurrent onboarding projects—each typically 4–6 weeks in duration—working closely with senior team members and cross-functional partners to ensure every implementation stays on track, on time, and aligned to the project plan. What You'll Do Own 15-20 concurrent customer implementations from kickoff to go-live Manage a structured 4–6 week onboarding process for each customer: kickoff, data migration, configuration, training, go-live, and handoff to Customer Success You'll be assigned to a specific customer tier (Cohort, Silver, Gold, or Platinum) which determines your engagement model and touchpoint cadence Spend ~60% of your time on customer-facing work (calls, training, support), ~30% on project coordination, and ~10% on strategic initiatives (refining playbooks, building templates) Translate customer workflows into Affinity configurations Conduct discovery to understand how each firm manages deal flow, tracks relationships, and reports to stakeholders Configure Affinity to match their processes: build custom fields, set up pipeline stages, establish automations, and define user permissions Tailor implementations based on firm type—a seed VC tracking hundreds of early conversations needs different setup than a PE firm managing 20 active deals Keep implementations on track and proactively address risks Monitor daily: Are customers completing pre-work? Are integrations on schedule? Are there blockers? Identify risk signals early (low engagement, delayed data exports, scope creep) and take corrective action before they impact go-live timelines Maintain

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Responsibilities

The Onboarding Manager will oversee the onboarding process for customers, managing multiple projects simultaneously to ensure timely and effective implementations. This includes conducting training sessions, configuring the software to meet customer needs, and driving user adoption post-launch.