Onboarding Manager

As an Onboarding Manager, you’ll play a critical role in implementing Affinity for leading Venture Capital and Private Equity firms. You’ll guide customers through onboarding—from kickoff to go-live—ensuring a smooth, organized, and impactful start that sets them up for long-term success.

Requirements

• Own 15-20 concurrent customer implementations from kickoff to go-live
• Manage a structured 4–6 week onboarding process for each customer
• Translate customer workflows into Affinity configurations
• Conduct discovery to understand how each firm manages deal flow, tracks relationships, and reports to stakeholders
• Configure Affinity to match their processes
• Tailor implementations based on firm type
• Keep implementations on track and proactively address risks
• Monitor daily: Are customers completing pre-work? Are integrations on schedule? Are there blockers?
• Identify risk signals early and take corrective action before they impact go-live timelines
• Maintain <10% variance from planned timelines by managing dependencies and customer expectations
• Drive adoption through hands-on training and enablement
• Lead role-based training sessions
• Use a 'show, do, review' approach
• Goal: 80%+ of users actively using Affinity within the first week post-launch
• Coordinate cross-functionally to deliver smooth implementations
• Partner with Integrations Engineering on complex data migrations and API setups
• Conduct Transition Calls with Customer Success Managers
• Run Launch Validation sessions post-go-live
• Flag product gaps and customer feedback to Product team
• Handle configuration, data imports, and user setup
• Build customer instances
• Manage data imports from legacy systems
• Set up user accounts
• Contribute to continuous improvement

Benefits

• Health Benefits
• Retirement Planning
• Learning & Development
• Wellness Support
• Team Connection