About the roleLuma is seeking a Client Onboarding Manager with deep knowledge of the Annuity and Life Insurance industry to lead the implementation and onboarding process for new distributor clients onto Luma's advisor-facing platform. In this role, you will serve as the primary liaison between clients and internal teams, ensuring a seamless, high-quality onboarding experience that sets the foundation for long-term client success.
What you'll doClient Onboarding & Project Management- Lead end-to-end onboarding for new Annuity and Life Insurance clients, managing timelines, deliverables, and expectations across all stakeholders.
- Develop and manage detailed project plans, onboarding documentation, and status reports tailored to each client's structure and distribution model.
- Coordinate cross-functional teams including Product, Engineering, and Operations to ensure platform configuration aligns with client requirements.
- Proactively identify risks, remove obstacles, and escalate issues when necessary to ensure project success.
- Transition clients post-onboarding to the relationship management and client success teams for long-term support.
Platform Training & Adoption- Conduct platform demos, trainings, and workshops to educate client stakeholders across home office teams, operations, marketing, and financial advisors on platform capabilities and workflows.
- Serve as a subject matter expert on annuity and life insurance advisor workflows to guide client adoption and platform usage.
- Provide recommendations on best practices for configuration, workflow setup, and integration based on industry knowledge and client goals.
Platform Configuration & Implementation Support- Ensure accurate setup of product configurations, marketing content, and in-force policy integrations where applicable.
- Collaborate with internal technical teams to validate implementation requirements and support successful delivery.
- Maintain a high level of detail and quality control across all onboarding components.
Qualifications- 5+ years of experience in the annuity and/or life insurance industry, preferably with experience at a distributor, carrier, or fintech platform.
- Strong understanding of the annuity and life insurance sales process, product types, and advisor workflows.
- Project management or implementation experience in a SaaS or fintech environment strongly preferred.
- Exceptional client-facing skills with the ability to manage complex relationships and multiple stakeholders.
- Excellent communication and organizational skills, with an ability to manage competing priorities.
- Familiarity with CRM tools (e.g., Salesforce, Hubspot, Zoho) and project management software (e.g., Jira, Smartsheet, Coda).
- Ability to travel occasionally to client sites or industry events.
