Client Onboarding Manager

Job Title: Client Onboarding Manager

MobileUp Software is a community engagement technology provider. We help associations, groups, organizations, and educational institutions increase community affinity and engagement by providing solutions that deliver personalized experiences anytime, anywhere. In short, we are a team working hard to build the best community engagement platform possible.

Position Overview

The Client Onboarding Manager acts as the primary contact between MobileUp and assigned clients through every phase of the onboarding process, ensuring a smooth transition from contract signing to successful onboarding and launch of our software solution. This role combines project management and client training to ensure an exceptional onboarding experience that drives adoption and long-term success for MobileUp and our clients.

Key Responsibilities

·      Serve as the primary point of contact for new clients during the onboarding phase.

·      Develop and execute onboarding plans tailored to each client’s needs and goals.

·      Oversee initial software solution setup, configuration, and integration, ensuring alignment

with client needs and goals

·      Monitor onboarding progress, identify potential roadblocks, and proactively resolve issues.

·      Provide product training and guidance (virtual or in-person) to clients to ensure successful

adoption and use of MobileUp’s solutions.

·      Provide clear documentation, resources, and best practices to clients.

·      Ensure successful handoff to the Customer Success Manager post-launch.

·      Collaborate with internal teams (Customer Success, Technical Support, Product) to ensure

timely and accurate implementation.

·      Manage timelines, milestones, and deliverables for each client project.

·      Maintain up-to-date project records and client communication records within the

designated tools.

·      Gather client feedback to improve onboarding processes and enhance customer experience.

Qualifications

·      Bachelor’s degree or equivalent experience

·      1-2 years of experience in client onboarding, implementation, or customer success,

preferably within a B2B SaaS environment

·      Exceptional attention to detail, organization, and time-management

·      Strong communication and customer service skills – both verbal and written

·      Experience managing multiple client projects simultaneously while maintaining excellent

customer service

·      Problem-solving mindset and proactive approach to challenges

·      Ability to build strong relationships and instill confidence in clients.

·      Strong understanding of software solutions and ability to learn new technologies quickly

Preferred Skills

·      Experience with CRM and onboarding tools.

·      Familiarity with API integrations and basic technical troubleshooting.

Performance Metrics

·      Time-to-launch for new clients.

·      Client satisfaction scores during onboarding.

·      Adoption and engagement rates post-implementation.

Benefits

MobileUp offers a variety of benefits to help our employees, including: generous PTO, medical, dental, vision, life and disability insurance, and 401(k).

MobileUp is an equal-opportunity employer. We provide equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.

Send resume to jobs@mobileup.io