Onboarding Manager - Remote

Overview

Come build at the intersection of AI and fintech. At Ocrolus, we’re on a mission to help lenders automate workflows with confidence—streamlining how financial institutions evaluate borrowers and enabling faster, more accurate lending decisions.

Our AI-powered data and analytics platform is trusted at scale, processing nearly one million credit applications every month across small business, mortgage, and consumer lending. By integrating state-of-the-art open- and closed-source AI models with our human-in-the-loop verification engine, Ocrolus captures data from financial documents with over 99% accuracy. Thanks to our advanced fraud detection and comprehensive cash flow and income analytics, our customers achieve greater efficiency in risk management, and provide expanded access to credit—ultimately creating a more inclusive financial system.

Trusted by more than 400 customers—including industry leaders like Better Mortgage, Brex, Enova, Nova Credit, PayPal, Plaid, SoFi, and Square—Ocrolus stands at the forefront of AI innovation in fintech. Join us, and help redefine how the world’s most innovative lenders do business.

In Short

• Serve as the primary point of contact for new clients during the onboarding phase.
• Develop and execute tailored onboarding project plans, ensuring timely and successful implementation.
• Collaborate with internal teams (Sales, Solutions, Product, Engineering) to align on client goals and technical requirements.
• Guide clients through system integration, training, and go-live milestones.
• Conduct kickoff meetings, product walkthroughs, and Q&A sessions to drive early engagement.
• Track onboarding metrics and customer health to identify and mitigate risks proactively.
• Document client needs and feedback to support continuous product and process improvements.
• Transition clients to the Customer Success team post-onboarding with a comprehensive handoff.

Requirements

• 3–5+ years of experience in client onboarding, implementation, or project management in a SaaS or fintech environment.
• Strong understanding of B2B onboarding workflows, especially for enterprise or financial services clients.
• Excellent communication, organization, and interpersonal skills.
• Ability to manage multiple projects and stakeholders simultaneously.
• Comfortable with data, APIs, and discussing technical concepts with clients and engineers.
• Proactive problem-solver with a customer-first mindset.
• Experience with tools such as Salesforce, Zendesk, Slack, and project management platforms (e.g., Asana, Jira) is a plus.

Benefits

• Remote-first work environment.
• Opportunities for skill growth and ownership of work.
• Inclusive workplace culture valuing diverse perspectives.
• Equity options and commission structure.
• Comprehensive benefits package.