• Manage Onboarding: Facilitate the onboarding process for new clinics in a timely manner with clear instructions, ensuring a seamless experience. • Collect Feedback: Capture customer feedback to improve the onboarding process and experience. • Cross-functional Collaboration: Work closely with internal teams such as Customer Success and Customer Experience, escalating issues to the appropriate teams, creating and updating customer education materials pertaining to the provider portal, and ensuring customer satisfaction. • Onboarding Project Support: Assist with onboarding tasks such as creating Office Manager accounts after initial set-up, route inquiries from shared inbox and Slack channels to appropriate teams. • CRM Utilization: Effectively utilize HubSpot CRM to meticulously track and manage onboarding progress. Create and maintain internal documentation and customer records with a focus in data integrity/cleanliness with the highest confidentiality and data security standards.

• Operationalize Onboarding & Reporting • Define onboarding governance models and delivery standards • Establish and manage timelines, milestones, and dependencies in onboarding plan • Align onboarding plans with customer goals, Value Realization Moment, and Year 1 success criteria • Coordinate cross-functionally with CS, AEs, Solution Architecture, and Delivery to ensure aligned execution • Track progress across all active onboardings and maintain end-to-end visibility • Provide clear, consistent reporting on progress, risks, and blockers to customers and Cutover's leadership • Identify delivery risks, delays, or misalignment early across customers and Cutover teams • Drive accountability with customers and Cutover teams to meet onboarding commitments • Ensure blockers are clearly documented, owned, and resolved • Lead timely escalations to the appropriate stakeholders when onboarding outcomes are at risk • Facilitate clear, proactive communication to keep onboarding on track with customers • Own onboarding policies, playbooks, and standards at Cutover • Continuously evaluate onboarding performance, effectiveness, and customer outcomes • Identify recurring gaps or inefficiencies and drive improvement to onboarding processes • Raise onboarding maturity and consistency across teams

Senior Manager, Partner Onboarding (Dublin, CA or USA Remote) **This can be hybrid work from our corporate offices in Dublin, CA or a 100% Work Remote from your home office position depending upon where you live. About SavvyMoney: SavvyMoney is a leading San Francisco East Bay fintech company.  We provide integrated credit score and personal finance solutions to over 1,500 + bank and credit union partners nationally.  The SavvyMoney solutions integrate with more than 40 digital banking platforms. SavvyMoney is recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company. The Sr. Manager, Partner Onboarding , will lead the team responsible for implementing new financial institution partners, ensuring a seamless transition from signed agreement to successful launch. This role is pivotal in accelerating deployment timelines, strengthening project management discipline, and enhancing organizational confidence in timely delivery through transparent forecasting, technical readiness, and proactive communication across all levels of the organization. The ideal candidate combines strategic leadership with a strong operational mindset. They will partner closely with Sales Operations, Finance, Product, and Technical Support to ensure onboarding efficiency, accurate ARR forecasting, and achievement of launch and delivery metrics. Key Responsibilities Team Leadership and Execution Lead and mentor the Partner Implementation team, driving accountability and performance across the onboarding funnel. Oversee the implementation of new partners from contract signature through launch, ensuring projects move efficiently through each stage. Foster a culture of delivery excellence and continuous improvement across the team. Operational Excellence Establish and enforce standardized project management frameworks (methodologies, tools, dashboards) to strengthen predictability and speed to launch. Identify bottlenecks, proactively mitigate delivery risks, and ensure partners move efficiently through every implementation stage. Optimize resource planning and capacity management to meet aggressive project timelines without compromising quality. Reporting and Forecasting Own onboarding pipeline and project health reporting, providing accurate, data-backed forecasts of launch readiness and ARR realization. Deliver regular executive-level reports summarizing project progress, risk areas, dependencies, recovery actions and/or upcoming milestones. Partner with Sales Ops and Finance to align on project cadence, delivery metrics, and revenue recognition. Cross-Functional Collaboration Collaborate with Sales, Sales Ops, Partner Success, Technical Support, and Product teams to ensure seamless handoffs and coordinated partner launches. Provide feedback and data-driven insights to improve partner implementation processes and cross-team efficiency. Process Improvement and Strategy Drive strategic initiatives to shorten launch cycles, increase delivery confidence, and standardize onboarding playbooks. Define, track, and report on key onboarding KPIs to continuously improve delivery timelines and deployment success. Represent the Partner Onboarding function in strategic planning and organizational operations forums, ensuring alignment between execution and business goals. What We’re Looking For Skills and Experience 6+ years of experience in partner onboarding, client implementation, or project management — ideally in fintech, SaaS, or financial services. 3+ years of leadership experience, with demonstrated success in coaching teams to deliver high-impact results under tight timelines. Proven success in driving operational efficiency and forecasting accuracy. Advanced understanding of CRM, project management, and workflow tools (Salesforce, Atlassian, Smartsheet, or similar). Excellent communication, executive reporting, and stakeholder management skills. Strong analytical mindset and data-driven approach to decision-making. Qualities That Set You Apart Strategic thinker who thrives on execution excellence. Skilled at building trust and alignment across technical and non-technical teams. Naturally drives accountability and fosters confidence in delivery commitments. Passionate about simplifying complexity, improving processes, and delivering a best-in-class partner experience. Base Salary The annual base salary for this position is between $125,000.00 and $140,000.00 depending upon experience and geography. Additionally we provide Quarterly Bonus potential Equity compensation package Flexible Time Off Policy (Take time as you need it) 401(k) with Employer contribution Medical, Dental, Vision – 100% premium paid for employee Opportunity for career growth and challenge Beautiful California East Bay offices in Dublin, CA SavvyMoney’s EEO Statement SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer. We are committed to protecting your data.  To learn more, please review the SavvyMoney Employee Privacy Policy Notice here

HYROS is looking to hire 2 onboarding analysts at our company who have a history of working in marketing-related companies. If you have strong technical and problem-solving skills, used marketing software, or worked with any type of paid advertising this would be a great long-term fit for you with tons of growth potential. Our company works with only large VIP clients spending hundreds of thousands/to millions per month and the way we do this best is working on a near 1 to 1 basic with each client as much as we can. As a customer onboarding analyst, you will be receiving the client and helping them get their sales tracking set up in our system in the fastest and efficient manner possible. If you are interested send me your resume here. When applying, please generate a short video mentioning who is your favorite superhero and the main reason behind that. Requirements YOU MUST have these skills: -The ability to read code and edit HTML/basic scripts; -Experience with Google Adwords and Facebook ad manager; -Past experience in customer success (NOT just support) preferably at a SaaS company; -Perfect text communication skills; -Extreme attention to detail; Preferable: -Experience with tools like Clickfunnels, Marketing CRMs, Autoresponders, and similar marketing software; We are very close to scale mode at our company, so there is a huge opportunity to grow into larger roles here as well. Every day we bring on brands you probably do business with already; Large celebrity influencers, giant commerce brands, people you see on TV or advertising on TV. If you’re looking to work with exciting impactful clients, we got them; Please refer to our culture deck on our site. We hire based on culture first, ability to learn a fast second, and skills last. Benefits At HYROS we hire people to work with us for 5-10 years Plus. Our main focus is coaching our team members and helping them grow in the company to become more valuable long-term assets. We are not looking for short-term silicon valley mercenary types. We are remote. You will be looked after and become part of our online family. There is also potential for large amounts of career growth. Two of our vice presidents started as support people. We are constantly promoting and hiring within! We are building the most advanced attribution and AI training system on the web. Our mission, though, is to change online advertising entirely by making it push-button easy to gather and read data to see insights in your business previously reserved for companies with data scientists and analytic departments. We want to be like a cyborg upgrade any entrepreneur can slap on their head to instantly become 10x smarter and knowledgeable with their business effortlessly.