Associate Onboarding Manager

Associate Onboarding Manager

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 dynamic, Associate Onboarding Manager to join our post-sales organization and help lead our clients through the successful implementation of the Comply platforms. This is a great opportunity for someone who loves working with customers and knows the importance of delivering a consistently great experience for our new Comply users.

As an Associate Onboarding Manager at Comply, you will be responsible for ensuring customer satisfaction through the entire Onboarding process. Specific tasks for our Onboarding Managers include :

• Taking ownership of and efficiently managing the onboarding process for multiple clients concurrently.
• Identifying project scope and organizing requirements based on clients' individual needs; ability to proactively communicate with members of the sales organization pre-project kick-off for account details.
• Establishing strong relationships and rapport with key stakeholders of each account to ensure a high level of satisfaction.
• Becoming a Comply product expert.
• Monitoring, tracking, and reporting on where clients are in the Onboarding process to both internal and external teams.
• Driving escalation and mitigating client issues if they arise during onboarding.
• Training new clients / users on the features of the platform based on their specific needs.
• Successfully transitioning clients to the Customer Success team post-onboarding.
• Using GuideCX (our Onboarding platform) to manage customer onboarding progress and tasks.
• Assist in supporting special projects or other operational functions within the broader onboarding team.

Skills and Qualifications :

$66,000 - $77,000 a year

The all-in total compensation for this role is $66,000 and $77,000, and is specific to the United States. A reasonable estimate of the base salary range would be $60,000 - $70,000 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.