Description review
Onboarding Manager
Enumerate · USA · back to the listing
HR standards
59/100
needs work
Title ↔ description
75/100
solid
Reads as
Project Manager
98% confident
What this role officially is
project manager — ESCO, the EU occupation classification
Project managers ensure that a project is completed on time, within budget, and that its objectives are met. They oversee the project, manage the team, ensure the most efficient resources are used and ensure that all parties involved are satisfied.
Also known as: project coordinator, project leader, special project manager, project expediter, senior project manager, project director
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What the listing never says
- 18 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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
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