Offer summary

Qualifications:

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., Comfortable with data, APIs, and discussing technical concepts with clients and engineers..

Key responsibilities:

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 to align on client goals and technical requirements.

Track onboarding metrics and customer health to identify and mitigate risks proactively.

Job description

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.

Summary:

We are seeking an experienced and customer-focused Onboarding Manager to join our Account Management team. In this role, you will own the client onboarding journey, ensuring a seamless and efficient transition from signed contract to full product adoption. You’ll serve as the bridge between Sales, Product, and Account Management—driving engagement, enabling early value, and laying the foundation for long-term customer satisfaction.

What you'll do:

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.

Who we're looking for:

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.

Note:

The full-time salary range for this role is between $100,000 + commission + equity + benefits. Base pay offered may vary depending on job-related knowledge, skills, experience, and market location.

Disclosure as required by N.Y.C. Admin. Code §§ 8-102 and 8-107(32) of the full time salary compensation range for this role when being hired into our offices in New York City.

Life at Ocrolus

We’re a team of builders, thinkers, and problem solvers who care deeply about our mission — and each other. As a fast-growing, remote-first company, we offer an environment where you can grow your skills, take ownership of your work, and make a meaningful impact.

Our culture is grounded in four core values:
Empathy – Understand and serve with compassion
Curiosity – Explore new ideas and question the status quo
Humility – Listen, be grounded, and remain open-minded
Ownership – Love what you do, work hard, and deliver excellence

We believe diverse perspectives drive better outcomes. That’s why we’re committed to fostering an inclusive workplace where everyone has a seat at the table, regardless of race, gender, gender identity, age, disability, national origin, or any other protected characteristic.

We look forward to building the future of lending together.

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