Enumerate is looking for a Senior Manager of Customer Onboarding to join our team!
The Senior Manager of Customer Onboarding is a quality, performance, and execution leader accountable for the output of a team of onboarding managers. You will build and run the program that drives software adoption, customer competence with new digital workflows, and — above all — payments utilization. The ideal candidate is a proven people leader who knows how to get high performance out of individual contributors, holds the team accountable to the playbook, and has a track record of enabling customers for continued revenue growth while coaching others to do the same.
Responsibilities:
- Build and lead a high-performing team of onboarding managers — set clear expectations, coach to the top of each person's range, and develop them into consistent performers.
- Own the end-to-end onboarding experience — smooth transitions, on-time delivery, and the quality standard of a best-in-class program for this industry.
- Own the strategy that drives customer enablement and payments adoption, ensuring key utilization metrics are met and customers are positioned for continued revenue growth.
- Act as an escalation point for complex onboarding challenges, collaborating with other teams to resolve issues.
- Guide the team and customers through data migration, setup, and account activation, ensuring data integrity and security
- Redesign how onboarding gets done — you'll have real latitude to experiment with AI and tech-enabled workflows that cut time-to-value and lift customer satisfaction
- Own the enablement program end to end — playbooks, milestones, and coaching cadences that produce measurable software adoption, workflow competence, and payments utilization, benchmarked against the best in the industry.
- Run a tight performance rhythm — 1-on-1s, team reviews, and metrics that tell you where to coach next — addressing gaps early and directly.
- Partner with Sales, Product, and Customer Success to align efforts and deliver a seamless client experience, and report on onboarding metrics, team performance, and program improvements to leadership.
Requirements:
- 6-10 years of experience in SaaS onboarding, implementation, or similar roles, with at least 3 years leading a team of individual contributors. This is not a first-time management role — you must have already owned team performance, including coaching, accountability, and managing underperformance to a standard.
- Demonstrated success driving software adoption and payments or digital-workflow utilization, with metrics you can speak to.
- Proven ability to coach others to the same results — developing individual contributors into consistent, high performers.
- Experience designing or rebuilding an onboarding or enablement program — playbooks, milestones, quality standards — not just running one someone else built, with the project management discipline to hold competing priorities together. Experience applying AI or automation to service delivery is a plus.
- Excellent communication and relationship-building skills, with the confidence to guide accounting and operations stakeholders through changes to their own workflows — including the shift to digital payments. Data migration should be familiar territory as part of initial setup and activation; you don't need to have run large migrations yourself, but it can't be a foreign concept.
- One of two backgrounds, and we want to see both: (a) hands-on understanding of association management and fund accounting — you know what a solid, efficient accounting setup looks like and what these customers need to be successful; or