Onboarding Manager

About finally

finally is one of America’s fastest-growing and most exciting fintech companies, focused on being the premier financial automation platform for SMBs. Our innovative product suite integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, all harmonized through cutting-edge artificial intelligence to aid Small to Medium-sized businesses. Finally aims to declutter financial operations, providing businesses with a seamless financial journey, allowing them to focus on what truly matters – their growth.

We’re headquartered in sunny South Florida and we raised $200 million dollars just in 2024 to bolster our growth, to innovate, and to continue to serve our customers. Our company has more than 250 individuals today across 3 offices. We’re proud to serve as the official corporate card and spend management platform for iconic sports franchises like the Florida Panthers, Miami Heat, and Chicago Bulls.

We are seeking a highly motivated and dynamic Onboarding Manager to join our team. As an integral part of our team, you will be the first point of contact post sales for our customers. The OM will be responsible for both training and educating our customers on our software and processes. You will also need to have great follow-up to ensure the customer is setup in a timely manner. This can be a very fast paced environment as our Sales are high and there may be a need to spend a significant part of your day on calls ensuring everyone has a great first experience.

Responsibilities:

• You will own the post sales communication and setup with the customer. You will own and onboard anywhere between 40-60 accounts per month.

• Promote the value of the product and service throughout your calls.

• Assist in creating training courses and educational materials as an early hire in a newly developed role.

• Flag dark or escalated situations/customers to AEs and Team Leads

• Collaborate closely with the Accounting Team to understand the timelines for deliverables and what is needed from the client to expedite those deliverables. 

• Work closely with sales to ensure we are understanding the needs and goals of our customers. 

• Tracking of all customer communication and Accounting needs/requirements.

• Consistent follow-up on customer timelines and clear communication on internal teams that are there to support the customer. 

Requirements:

• 1-2 years in a Customer Facing Role. 

• A strong work ethic and exceptional organizational skills and willingness to learn

• Ability to work under pressure in a deadline-driven, team-oriented environment

• Knowledge of billing systems and customer relationship management software, preferably Salesforce

• Strong Microsoft Excel skills (including pivot tables and v-look ups)

• Proven ability to provide direct, proactive, and prompt response to customer issues, resolutions, and process cancellations when appropriate.

• Strong verbal and written communication skills, 

• Ability to adapt to different customer personalities and situations during outreach.

• Familiarity with CRM software (Salesforce) 

• Ability to work collaboratively within a team-oriented environment.

• Strong organizational and time management skills to efficiently handle multiple tasks and priorities.

Nice to have’s:

• Understand basic accounting principles and functions in addition to how businesses manage cash flow, and a basic understanding in economics.

• A background in Banking, Finance, and Accounting.

• B.A, B.S or equivalent experience

• Spanish Speaking

Working Schedule:

This is a full-time, in-office position with a 5-day workweek. Office hours are typically from (9:00AM - 6:00 PM) from Monday to Friday.

Benefits

• Health insurance

• Dental insurance

• Employee stock purchase plan

• Paid time off

• Paid training

• Vision insurance