Customer Onboarding Manager SR

Sagent

$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Master's degree in Business, Engineering, Computer Science, or related field and 3 years of technical implementation experience.
  • Alternatively, a Bachelor's degree in the same fields with 5 years of relevant experience is acceptable.
  • 2 years of experience with software implementation project planning tools and devising technical software solutions.
  • Experience communicating technical requirements to Engineering teams and working with APIs.
  • Proficiency in databases (MS Access and SQL) and configuration management tools (ServiceNow, Powershell).
  • Expertise in project management methodologies, including risk identification and project planning.
  • Experience leading mortgage technology software implementation projects.

Responsibilities

  • Provide full lifecycle delivery of technology implementation services for transformative software projects in the financial tech industry.
  • Collaborate with cross-functional teams to resolve impediments and ensure project milestones are met.
  • Analyze implementation scope, requirements, and roadmap for successful product deployments.
  • Execute project management activities and deliver training and support throughout the implementation process.
  • Mentor and train peers on best practices for product implementation.
  • Facilitate consultations for new client, existing client, and vendor implementation or conversion efforts.
  • Support continuous improvement initiatives for implementation services.

Benefits

  • Eligibility for benefit programs starting on Day #1, including Remote/Hybrid workplace options.
  • Comprehensive health benefits.
  • Unlimited flexible time off and paid family leave.
  • Tuition reimbursement and family planning services.
  • 401(k) matching and pet insurance.
  • Opportunities for career advancement and participation in social experiences, both in-person and virtual.
Full Job Description
Job Title: Customer Onboarding Manager Senior

Worksite: 8840 Cypress Waters Blvd, Suite 190, Coppell, TX 75019

Job duties: Provide full lifecycle delivery of technology implementation services on key transformative software delivery and implementation projects within the financial technology industry. Work across cross functional teams to find solutions to impediments and drive progress to meet project milestones. Analyze and determine implementation scope, requirements, and roadmap that leads to successful implementation and use of Sagent's suite of products. Execute project management and provide training, consultation, and support before, during, and immediately after new client, existing client, and new vendor implementation or conversion efforts. Mentor, train, and provide oversight to peers and cross functional team members on best practices for product implementation. Full-time telework permitted. Up to 5% domestic travel may be required for business meetings.

Requirements:

Master's degree in Business, Engineering, Computer Science, or a related field and 3 years in any job title involving experience in technical implementation of transformative financial services software. Alternatively, the employer will accept bachelor's degree in business, Engineering, Computer Science, or a related field and 5 years in any job title involving experience in technical implementation of transformative financial services software.

Prior experience must include 2 years of the experience in the following: using software implementation project planning tools; devising technical software solutions; communicating technical requirements to Engineering teams; working with Application Programming Interfaces ("APIs"); working with databases, including MS Access and SQL; working with configuration management tools, including ServiceNow and Powershell; designing system architecture and enterprise software environments; using project management methodologies and best practices, including identifying risks, communicating to teams, and preparing project plans; translating business requirements into technical solutions; translating technical concepts into clear and accessible language for non-technical audiences; overseeing and implementing continuous improvement of implementation services; and overseeing and implementing planning and delivery of software implementation projects. Prior experience must include 2 years leading mortgage technology software implementation projects.

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Perks!

As a Sagent Associate, you will be eligible to participate in our benefit programs beginning on Day #1! We offer a comprehensive package including Remote/Hybrid workplace options, Health Benefits, Unlimited Flexible Time Off, Family Planning Services, Tuition Reimbursement, Paid Family Leave, 401(k) Matching, Pet Insurance, In-person and Virtual Social Experiences, Career Pathing, Focus Time Fridays and much, much more!

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