Onboarding Manager Job Description

Onboarding Manager Job Description

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Onboarding manager provides education and strategic views on clinical differentiators and patient outcomes between AngioDynamics’ products and competitive products.

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:

Coordinate across the various existing Employee Engagement approaches that exist in our company, including affiliate/country employee opinion surveys and local/country ‘Best Place to Work’ approaches
Be actively involved in the creation and delivery of education/awareness building materials for all our stakeholders across Employee Engagement deliverables
Track vendor management documentation, including contracts, vendor efficiencies
Build relationships with HR in every part of our business (brands, regions, and functions) to ensure that our deliverables are aligned with their expectations (global consistency
Actively own, project manage and take responsibility for new client implementations for NASDAQOMX Corporate Solutions
Collaborate with internal groups such as sales, service account managers, editors, web developers, product development, and client support to ensure quality and timely services are delivered to clients
Communicate client feedback, high-level issues, and recommendations to effect change and enhance service and product offerings
Perform special assignments as directed by manager or director
Assist sales team to manage client expectations with what is required to launch a new portfolio
Development of standardized FSS onboarding model, including up front triage, determination of resourcing requirements and an onboarding execution model

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:

Cardiovascular training
Exercise techniques
Fitness
Nutrition
Program design
Competitive product lines
Differentiators and industry trends through self-education and NICE inContact's resources
NICE inContact products/services
Excel
KeyBank systems and Treasury Services products

Desired experience for onboarding manager includes:

Coordinate the transition of existing institutional clients from one custodian to another for the EMEA and globally managed mandates
Coordinate the closure of institutional accounts within EMEA and globally managed mandates
Liaise closely with other parts of the Group to enhance the service received from the Account Onboarding team
Identify improvements in the above processes and recommend/implement changes in those processes
Undertake department wide reporting roles as necessary (i.e., gains and losses schedule, account maintenance in Viaduct)
Proven experience in the asset management industry

Onboarding Manager Examples

1

Onboarding Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of onboarding manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for onboarding manager
  • 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
Qualifications for onboarding manager
  • 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)
2

Onboarding Manager Job Description

Job Description Example
Our company is looking to fill the role of onboarding manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for onboarding manager
  • 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
Qualifications for onboarding manager
  • 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
3

Onboarding Manager Job Description

Job Description Example
Our growing company is looking to fill the role of onboarding manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for onboarding manager
  • 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
Qualifications for onboarding manager
  • 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
4

Onboarding Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an onboarding manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for onboarding manager
  • 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
Qualifications for onboarding manager
  • 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
5

Onboarding Manager Job Description

Job Description Example
Our growing company is hiring for an onboarding manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for onboarding manager
  • 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
Qualifications for onboarding manager
  • 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

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