• Deliver customer onboarding and training programs for enterprise clients. • Lead workshops and cohorts that help teams master workflows. • Translate technical concepts into clear, practical guidance for marketing users. • Build and refine enablement playbooks to ensure long-term adoption. • Support clients with CRM workflows, campaign automation, and reporting (HubSpot or similar).

• Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents • Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels. • Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality. • Troubleshoot Onboarding issues in collaboration with technical teams. • Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems. • Build expertise on Eltropy’s platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence • Understand key financial services processes for lending, new accounts, collections, and consumer engagement. • Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials. • Help build and customize training resources to improve onboarding for credit unions and community banks. • Use tools like WalkMe to guide users through in-app experiences. • Advocate for customer needs internally during implementation. • Help identify and communicate product or process improvements based on real-world use cases. • Assist in testing new releases before they go live. • Report bugs, give feedback, and support release acceptance processes.

• Own end-to-end onboarding for a book of partners — manage timelines, deliverables, and milestones to ensure timely go-live. • Run discovery sessions to understand partner business models, success criteria, technical environment, and constraints. • Build and maintain partner-specific onboarding plans (project plans, checklists, success criteria, escalation paths). • Coordinate technical integrations: API handshakes, data mapping, test plans and validation with internal Product/Engineering teams and partner engineers. • Deliver training (product, operational processes, reporting) to partner teams — create onboarding materials, playbooks, and recordings. • Serve as the primary operational liaison — escalate blockers, resolve issues, and ensure smooth handoff to Partner Success / Account Management. • Track onboarding metrics (time-to-value, activation rate, first-transaction success, onboarding CSAT) and report trends and risks. • Continuously improve onboarding processes: document SOPs, develop templates, optimize tools and automation. • Support pilot programs and early partner launches; gather feedback and bake learnings into repeatable processes. • Maintain accurate partner onboarding records in CRM and project management tools.

Senior AML/KYC Onboarding Manager Location: Must be based in EST timezone, huge preference for NY Hybrid (office based in Jersey City) Remote | Full-time Compensation: $150K - $165K Our client is a high-growth financial technology firm seeking a highly experienced and detail-oriented Senior AML/KYC Onboarding Manager. This critical role is responsible for leading and managing the institutional customer due diligence and onboarding processes, ensuring the organization maintains the highest standards of compliance with AML, KYC, and broader regulatory requirements. The ideal candidate brings a sophisticated background in financial crimes compliance and onboarding strategy. This individual will serve as a key leader in enhancing and scaling risk-based onboarding procedures across multiple lines of business, balancing rigorous regulatory adherence with a focus on operational efficiency and a seamless customer experience. Key Responsibilities - Onboarding Leadership: Lead and perform the institutional customer onboarding function, including reviewing complex escalations, decisioning accounts, and managing customer Requests for Information (RFIs). - Regulatory Alignment: Oversee and audit onboarding procedures to ensure strict alignment with internal policies and global regulatory standards, including BMA, FinCEN, FATF, and OFAC. - Policy Development: Develop, enhance, and implement comprehensive risk-based onboarding policies and procedures to address evolving financial landscapes. - Operational Optimization: Drive continuous improvement initiatives to optimize onboarding timelines, improve data quality, and elevate the overall customer experience. - Performance Metrics: Monitor and analyze KPIs related to onboarding activities, producing regular reports and strategic insights for senior leadership. - Cross-Functional Collaboration: Partner with Engineering and Product teams to enhance automation and system capabilities, supporting scalable and robust onboarding workflows.