Senior Product Onboarding Manager

Job Summary

A company is looking for a Senior Product Onboarding Manager.

Key Responsibilities

• Lead the end-to-end onboarding experience for strategic customers, focusing on data transformation
• Guide clients on data migration, mapping, and optimization while managing onboarding projects
• Mentor other onboarding team members and drive process improvements and tool enhancements

Required Qualifications

• Bachelor's degree and 5+ years of experience with complex financial data
• Proven success in managing large-scale, multi-stakeholder projects in client-facing environments
• Strong expertise in Microsoft Excel and experience with data management tools (SQL, Python, R) preferred
• Knowledge of private equity, real estate, or alternative investment structures preferred
• Experience mentoring or leading others is a plus