Onboarding Manager Job Description
Onboarding Manager Duties & Responsibilities
To write an effective onboarding manager job description, begin by listing detailed duties, responsibilities and expectations. We have included onboarding manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Onboarding Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Onboarding Manager
List any licenses or certifications required by the position: AED, CPR, SDE, SPHR, PHR
Education for Onboarding Manager
Typically a job would require a certain level of education.
Employers hiring for the onboarding manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Education, Sports Medicine, Kinesiology, Business, Computer Science, Business/Information Systems, Finance, Business/Administration, Management, Economics
Skills for Onboarding Manager
Desired skills for onboarding manager include:
Desired experience for onboarding manager includes:
Onboarding Manager Examples
Onboarding Manager Job Description
- Responsible for the development, communication and continuous improvement of a repeatable onboarding execution model that leverages project management principles, to be leverage by others across FSS, as required
- Ensures optimal efficiency of processes onboarded by focusing on replicating standardized processes before creating net-new/customized processes where not required
- Responsible for building team capability that is aligned with project management principles, ensuring a standardized and consistent approach for providing transparency and appropriate communication on the progress/status of onboarding initiatives
- Responsible for ensuring meaningful information is provided to identified stakeholders through regular status and dashboard reporting
- Help sales teams manage client expectations by clearly spelling out what's required to launch a new portfolio or effect a desired change
- Contribute to metrics that help managers and stakeholders understand the value we deliver
- Locally based position with interaction with Regional teams
- Reporting remit along with documentation skills
- Project planning, tracking and communication
- Plan designs for successful delivery of client migration project
- Work closely with clients, consultants, custodians and transition managers key internal partners to ensure the effective coordination of the take on of new institutional clients within EMEA and globally managed mandates
- Strong people management and developing others capability
- Proven knowledge and application of project management framework and tools
- Comprehensive understanding of Project Management concepts/processes and demonstrates that skill in complex situations involving transformational impact
- Identifies critical success factors, performance targets, defining objectives and scope
- Ability to determine the information and communication needs of the stakeholders, business partners and FSS Senior Leadership (who needs to know, what they need to know, when and how)
Onboarding Manager Job Description
- Provides pre-sales technical assistance and product education for IP sales specialists, local sales, local trainer and customer support
- Supports marketing activities by attending trade shows, conferences and other marketing events
- Creates technical presentations and demonstrating how a product meets client needs and work flows
- Helps in tailoring solutions to the customer needs
- Manages customer training and produces support material for other members of the sales team, customers support and local trainers
- Sets up sales certification program and conducts certification of the sales team and local trainers
- Facilitates regular Onboarding Collaboration calls and provider status calls driving a timely launch of newly onboarded content providers
- Assists provider communication plan development and execution for stakeholders
- Ensures that customer business objectives are met
- Oversees project planning, performance tracking, project coordination and communication
- Fast paced, dynamic and shared services environment requiring individuals who can respond positively to change management are adaptable, effectively manage issues/risks and operate efficiently within a given framework of deadlines/timetables, prioritizing activities, adjusting normal schedules so that objectives are met
- Ability to present and communicate ideas effectively to peers, team members, executives and clients
- Knowledge of the different participants in the fund management business and their roles
- Understand IP related product solutions
- Must have over than 5 years Intellectual Property experience
- Need Demonstration, presentation, documentation ability in English
Onboarding Manager Job Description
- Delegates project responsibilities as appropriate
- Ensures project and onboarding related performance assessments
- Back-up for Lead Media Specialist/Media Specialist as needed
- Connect with cross functional partners
- Day-to-day execution of product strategy, with a focus on mobile products and services
- 25%-Create strategy for Provider Support and compliance teams by providing recommendations for team development, and workload
- 25%-Partner with Install Merchants and Field teams to properly manage Compliance/ Provider Support workload
- 20%-Determine goals, direction, and action plans necessary to maximize short-term and long-term success of projects in department
- 10%-Monitor third party vendors and outside legal firm to ensure quality compliance processing and reporting
- 10%-Manage adjudication process for badging process
- Previous experience in product training, or account management working with IP based solutions
- Native one Asian language (Japanese or Korean) and Fluent Communication in English is minimum requirement and additional Asian language (Chinese) is preferable
- Must have proven experience delivering high level similar projects in a major financial institution
- Must understand connectivity ideal on the client side
- Solid experience managing vendors
- Corporate level communication style
Onboarding Manager Job Description
- Work across the company to maintain and market the existing Go! Portfolio
- Manage team of Go! consultants, including UTZ, EBIT, KPIs and customer adoption metrics
- Assume accountability for solution adoption
- Report up to Customer Success and Marketing leadership on adoption metrics and achievements
- Collaborate with Marketing team to generate promotional materials and webinars
- Solicit client feedback on program service delivery and handle client escalations
- Scale the program and identifies new areas of operational efficiencies
- Plan and design business process, make recommendations and changes in order to support business activities and systems
- Manage a dedicated onboarding team to provide a great associate experience from initial candidate contact to Day 1 production
- Partner closely with the business to understand evolving needs and work hand-in-hand with them to deliver staffing solutions
- Minimum of 1 year commercial B2B experience
- Telecom experience required
- Salesforce.com expereince required
- Experience with creating/running reports from
- Webex exp a strong plus
- Experience onboarding new hires required
Onboarding Manager Job Description
- Build, lead, coach, and provide timely feedback to direct reports and the organization to build capability
- Act as a global business leader and influence scale and innovation with Operational leaders
- Communicate effectively and partner with HR, IT, Operations, and Training teams, ensuring any combined objectives are achieved
- Ensure 100% data accuracy of our recruitment database - track and analyze statistical new hire data to determine effectiveness of all onboarding activities (such as fall out rates and engagement)
- Partner with recruiting team to deliver on USCS wide recruitment projects, represent global recruiting leadership in various forums and network discussions
- Work to enhance the employer brand through advertising, promotion, and community involvement
- Influence partners to continually push towards more automation, technology, and systems integration
- Partner with internal system engineers to implement systematic enhancements for USCS recruiting and onboarding processes that allow for scalability and growth globally
- Provide advisory, analytical and/or implementation services to business units in the roll-out of new derivatives products or strategies in support of business objectives for General Fund and Third Party businesses
- Lead derivative trading and system related projects, and assist in one-off issue resolution and operational activities as the need arises
- This position requires strategic thinking skills focused on improving onboarding process and delighting new employees
- Business acumen and high degree of professionalism commensurate with routinely attending face-to-face meetings with internal leaders at all levels
- Requires full working knowledge of TWCBC products and services and internal systems and processes
- Understand IP (patents) related product solutions (search and analytics)
- Previous experience in product training, or account management working with IP (patent) based solutions
- Coordinate with our customers and departments to solve complex problems and ensure timely delivery of a customer’s environment