Product Onboarding Manager - Remote

Overview

As a Product Onboarding Manager at Juniper Square, you'll lead the end-to-end onboarding experience for customers, focusing on transforming their investment data for our application.

In Short

• Lead the onboarding experience for customers.
• Transform investment data for the application.
• Communicate data changes and discrepancies.
• Guide customers on data mapping decisions.
• Optimize data structures for long-term success.
• Improve onboarding tools and processes.
• Collaborate with internal teams across departments.
• Manage data migration processes.
• Recommend workflow improvements.
• Work with complex datasets.

Requirements

• Bachelor’s degree and 2+ years of relevant experience.
• Experience with complex datasets in Microsoft Excel.
• Familiarity with scripting languages (SQL, Python, R).
• Strong attention to detail and analytical skills.
• Excellent written and verbal communication skills.
• Empathy for customers and a passion for helping them.
• Self-starter with comfort in changing environments.
• Interest in software and finance.
• Ability to manage multiple projects.

Benefits

• Health, dental, and vision care.
• Life insurance.
• Mental wellness coverage.
• Flex Time Off and paid holidays.
• Paid family and medical leave.
• Retirement saving plans.
• Allowance for work setup customization.
• Annual professional development stipend.