Enterprise Onboarding Manager
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role:
We are looking for a strategic and customer-centric Enterprise Onboarding Manager to join our post-sales organization and lead complex, high-impact implementations of the Comply platform. This role is ideal for someone who not only excels at customer onboarding, but also drives process improvements, mentors others, and partners cross-functionally to scale a best-in-class onboarding experience.
As a Enterprise Onboarding Manager at Comply, you will own the success of our most complex onboarding engagements while helping shape the future of our onboarding programs and practices.
Responsibilities:
Own and lead end-to-end onboarding for high-value, complex, or strategic accounts, managing multiple concurrent implementations with minimal oversight.
Serve as a strategic partner and trusted advisor to senior client stakeholders, aligning onboarding outcomes to customer business goals and long-term success.
Define project scope, timelines, and success criteria; proactively collaborate with Sales, Customer Success, and other internal teams prior to kick-off to ensure seamless handoffs and clear expectations.
Identify risks early, lead escalations, and drive resolution of onboarding challenges, coordinating across internal teams as needed.
Act as a Comply product and onboarding subject-matter expert, advising both customers and internal teams on best practices and platform capabilities.
Monitor, analyze, and report on onboarding progress, trends, and outcomes; provide insights and recommendations to leadership and cross-functional partners.
Deliver tailored onboarding and advanced platform training for customers based on their specific workflows and maturity.
Ensure a smooth, high-quality transition of customers to the Customer Success team, including documentation, handoff meetings, and success planning.
Mentor and support Onboarding Managers by sharing best practices, providing guidance on complex accounts, and contributing to team enablement.
Drive continuous improvement initiatives, including onboarding processes, tools, templates, and customer experience enhancements.
Use GuideCX to manage onboarding workflows, while helping refine how the team leverages onboarding technology at scale.
Partner on special projects and cross-functional initiatives that improve onboarding efficiency, scalability, and customer satisfaction.
Skills and Qualifications:
5+ years of Customer Onboarding or Implementation experience in a B2B SaaS environment.
Proven ability to manage complex implementations and influence outcomes without direct authority.
Strong track record of acting as a trusted advisor to customers, including senior-level stakeholders.
Excellent communication and presentation skills across video, phone, and written channels.
Demonstrated ability to coach, mentor, or informally lead peers.
Solid understanding of data configuration, templates, and upload specifications.
Experience with Salesforce, GuideCX, JIRA, or similar tools strongly preferred.
Exceptional organizational, prioritization, and time-management skills.
Comfortable operating in a fast-paced, evolving environment and driving change.
$104,500 - $115,500 a year
The all-in total compensation for this role is $104,500 and $115,500, and is specific to the United States. A reasonable estimate of the base salary range would be $95,000 - $105,000 plus applicable bonus/benefit offerings, etc., as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience.
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
About the job
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Enterprise Onboarding Manager
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role:
We are looking for a strategic and customer-centric Enterprise Onboarding Manager to join our post-sales organization and lead complex, high-impact implementations of the Comply platform. This role is ideal for someone who not only excels at customer onboarding, but also drives process improvements, mentors others, and partners cross-functionally to scale a best-in-class onboarding experience.
As a Enterprise Onboarding Manager at Comply, you will own the success of our most complex onboarding engagements while helping shape the future of our onboarding programs and practices.
Responsibilities:
Own and lead end-to-end onboarding for high-value, complex, or strategic accounts, managing multiple concurrent implementations with minimal oversight.
Serve as a strategic partner and trusted advisor to senior client stakeholders, aligning onboarding outcomes to customer business goals and long-term success.
Define project scope, timelines, and success criteria; proactively collaborate with Sales, Customer Success, and other internal teams prior to kick-off to ensure seamless handoffs and clear expectations.
Identify risks early, lead escalations, and drive resolution of onboarding challenges, coordinating across internal teams as needed.
Act as a Comply product and onboarding subject-matter expert, advising both customers and internal teams on best practices and platform capabilities.
Monitor, analyze, and report on onboarding progress, trends, and outcomes; provide insights and recommendations to leadership and cross-functional partners.
Deliver tailored onboarding and advanced platform training for customers based on their specific workflows and maturity.
Ensure a smooth, high-quality transition of customers to the Customer Success team, including documentation, handoff meetings, and success planning.
Mentor and support Onboarding Managers by sharing best practices, providing guidance on complex accounts, and contributing to team enablement.
Drive continuous improvement initiatives, including onboarding processes, tools, templates, and customer experience enhancements.
Use GuideCX to manage onboarding workflows, while helping refine how the team leverages onboarding technology at scale.
Partner on special projects and cross-functional initiatives that improve onboarding efficiency, scalability, and customer satisfaction.
Skills and Qualifications:
5+ years of Customer Onboarding or Implementation experience in a B2B SaaS environment.
Proven ability to manage complex implementations and influence outcomes without direct authority.
Strong track record of acting as a trusted advisor to customers, including senior-level stakeholders.
Excellent communication and presentation skills across video, phone, and written channels.
Demonstrated ability to coach, mentor, or informally lead peers.
Solid understanding of data configuration, templates, and upload specifications.
Experience with Salesforce, GuideCX, JIRA, or similar tools strongly preferred.
Exceptional organizational, prioritization, and time-management skills.
Comfortable operating in a fast-paced, evolving environment and driving change.
$104,500 - $115,500 a year
The all-in total compensation for this role is $104,500 and $115,500, and is specific to the United States. A reasonable estimate of the base salary range would be $95,000 - $105,000 plus applicable bonus/benefit offerings, etc., as those similarly situated within the Company. It takes into account a wide range of factors that are considered in making compensation decisions, including, but not limited to, skill sets, training, licensure and certification, and experience.
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.