Onboarding Program Manager

About the Role

Key Responsibilities

• Increase speed to revenue by proactively identifying conflicting implementation projects and resources, and reprioritizing efforts based on enterprise priority of clients.
• Own the pipeline for new client and product implementations, identifying requirements and specifications necessary for full evaluation and resolving missing elements or issues before implementation.
• Establish and cultivate relationships with field personnel to provide education around onboarding requirements and assist in securing necessary information.
• Mitigate risks through cross-departmental collaboration and communication prior to contract signature, defining products and services, and outlining customized steps outside standard processes.
• Gather and analyze client loan file specifications at the relationship's inception, driving connections with Allied personnel and client SMEs.
• Develop a deep understanding of the products being implemented and system/configuration options to ensure solutions meet client needs.
• Capture and analyze implementation issues, identify solutions to prevent recurrence, and participate in product steering committees to identify opportunities and solutions.
• Create weekly sales and implementation reports for senior executives, providing status updates and financial metrics.
• Review final contracts to confirm accuracy of service agreements and provide insights and recommendations as part of leadership.
• Collect customer feedback on the implementation process, research best practices, create dashboards, and recommend process improvements.

Requirements

• Bachelor's degree required.
• 5-7 years of work-related experience.
• Proven leadership abilities, including influencing leaders and strategic planning.
• Ability to utilize discretion with sensitive information.
• Working knowledge of Business Intelligence toolset methodologies.
• Proficiency in interacting with clients, stakeholders, and internal teams.
• Strong communication, strategic thinking, and analytical skills.

Nice to Have

• Experience with project management methodologies.
• Experience in risk management or client onboarding processes.
• Familiarity with system and product configuration options.

Qualifications

• Bachelor's degree.

Benefits & Perks

• Medical, dental, and vision insurance coverage.
• 100% company-paid life and disability coverage.
• 401k options with company match.
• Three weeks PTO by the end of the first year.
• Career growth opportunities and internal promotion.
• Learning and development resources.