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Onboarding Manager

May 12, 2026

100% Remote (India) | Onboarding Manager | Fintech SaaS Firm About the role: Eltropy has an incredibly proven and impactful solution for our Financial Services (Community Financial Institution) customers. We are the leader in the space with the best customers and retention, CSAT, and growth metrics that are best-in-case for B2B SaaS companies. Yet, what is most important to us is delivering the best outcomes and experience for our customers. As we continue to grow, we are seeking an exceptional Onboarding Manager (with 3-5 years directly relevant experience) to join our Professional Services team. You will project manage and lead SaaS customer-facing project implementations and onboardings and also serve as an advisor to customers on how to best use Eltropy’s solution. What You'll Do: <ul> <li>Lead Implementations: Manage end-to-end product implementation projects for Eltropy’s customers, ensuring successful deployment, integration, and adoption of our solutions. </li> <li>Customer-Centric Delivery: Maintain an unwavering focus on customer success and satisfaction, ensuring Eltropy’s solutions meet client business objectives and deliver measurable value.</li> <li>Cross-Functional Collaboration: Work seamlessly across departments, partnering closely with Sales, Product, Engineering, and Support teams to ensure alignment on project goals, customer needs, and product roadmap.</li> <li>Project Management Excellence: Utilize strong organizational and project management skills to ensure clear scope, aligned expectations, and accountability across internal and external stakeholders, driving projects to successful completion in a positive and collaborative manner.</li> <li>Process Improvement & Scalability: Identify opportunities to enhance existing professional services processes, tools, and methodologies, driving consistency, efficiency, and scalability as Eltropy continues to grow.</li> </ul> <h3>What You'll Bring:</h3> <ul> <li>Extensive Implementation Experience: Proven deep hands-on experience actively implementing, integrating, and managing complex SaaS products - AI Product experience a big plus. </li> <li>B2B SaaS Enterprise Experience: You’ve worked at SaaS start-up and scale-ups for B2B customers (ideally within Fintech). You understand how professional services teams operate internally and externally.</li> <li>Adaptability to Growth: Comfort and experience working within a fast-paced, evolving company environment ("decent process but a lot of work to be done to deliver consistency and build the muscle internally"). You are excited by the opportunity to contribute to process maturation.</li> <li>Exceptional Communication: Outstanding verbal and written communication skills, with a natural ability to educate, articulate complex concepts clearly, and influence stakeholders at all levels.</li> <li>Collaborative Spirit: A highly collaborative approach, with a proven ability to foster strong relationships and mentor others effectively.</li> <li>Results-Oriented Project Management: Highly organized, meticulous, and adept at originating alignment, setting clear expectations, and holding teams accountable while maintaining a positive and supportive demeanour.</li> <li>Process-Driven Mindset: A strong inclination towards identifying efficiencies, documenting best practices, and developing scalable approaches to professional services delivery.</li> </ul> <h3>Education & Experience:</h3> <ul> <li>Education: Bachelor's degree in Computer Science, Engineering, Business, or a related technical discipline. Master's degree or relevant industry certifications (e.g., PMP, ITIL, specific UCaaS/CCaaS vendor certifications) is a strong plus. </li> <li>Work Experience:</li> <ul> <li>Minimum of 3 years of overall experience in Professional Services, Technical Consulting, or Implementation roles within the SaaS industry.</li> <li>Direct experience working with customer implementation projects for UCaaS/CCaaS technology </li> <li>Familiarity with concepts like APIs, DNS, VPN, and sFTP</li> <li>Active user of LLM/ML, prompting, Call flow design, consumer conversation design experience</li> </ul> </ul> About Eltropy (www.eltropy.com) Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology - all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities. Eltropy Values <ul> <li>Customers are our North Star</li> <li>No Fear - Tell the truth</li> <li>Team of Owners</li> </ul> Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...