Onboarding Manager

About the Role

This opportunity is for an Onboarding Manager working remotely within the USA, joining Eltropy’s dynamic team focused on guiding financial institutions through onboarding and adoption of an AI-driven communication platform. The role offers a base compensation ranging between $85,000 and $100,000 including bonuses.

Key Responsibilities

• Facilitate onboarding processes for new clients onto Eltropy's platform, especially involving AI-enhanced voice and digital agents.
• Support configuration, creation, and testing of SaaS platform setups and communication channels including voice, video, text messaging, and chat.
• Organize schedules, tasks, and meetings to ensure timely and quality project launches.
• Collaborate with technical teams to resolve implementation challenges and troubleshoot issues effectively.
• Acquire practical experience interfacing with banking, lending, collections, telephony, and other financial systems integrations.
• Deepen understanding of Eltropy's platform features such as Voice, Video, Secure Chat, Co-browsing, AI Assistants, AI Agents, and Conversation Intelligence.
• Learn critical financial processes like lending, new account creation, collections, and client engagement.
• Develop and deliver training to customers via AI-generated videos, virtual sessions, documentation, and tutorials tailored for credit unions and community banks.
• Utilize tools such as WalkMe to enhance user navigation through in-app experiences.
• Serve as an advocate representing customer interests internally during project execution.
• Identify and relay potential product or workflow improvements based on actual customer experiences.
• Participate in the quality assurance process by aiding in testing software releases, reporting bugs, providing feedback, and supporting acceptance criteria.

Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, or related fields; all majors considered.
• 2 to 3 years of experience in software implementation or delivery, preferably in SaaS or technical areas.
• Strong technical aptitude paired with effective customer communication skills.
• Capable of managing customer timelines and complex project dependencies.
• A proactive and detail-oriented problem-solver with enthusiasm for software and project management.
• Drive to get involved hands-on with configuration, testing, and creating training content.
• Interest in learning about SaaS, AI technologies, and the financial technology sector.
• Affinity for community banking, credit union operations, and financial technology innovations.
• Preferred but not mandatory: Fluency in Spanish and familiarity with APIs, DNS, VPN, sFTP protocols.

Why Work at Eltropy?

• Join a mission-focused, rapidly growing fintech enterprise.
• Access mentorship from skilled technical project managers.
• Gain expertise in enterprise SaaS customer success and implementation roles.
• Collaborate with respected community financial institutions to deploy modern digital communication solutions.

About Eltropy

Eltropy revolutionizes financial services engagement through a secure and compliant digital communications platform tailored for community banks and credit unions. The platform integrates text, video, secure chat, co-browsing, screen sharing, and chatbots enhanced by AI, routing algorithms, and contact center tools to elevate operational efficiency and customer engagement.

Company Culture and Equal Opportunity

• Customer-centric approach is emphasized as the guiding principle.
• Encouragement of honest communication with a no-fear culture.
• An ownership mentality among team members is fostered.

Eltropy is committed to fair employment practices and considers all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability.