The Enterprise Onboarding Manager will lead complex onboarding engagements, mentor teams, drive process improvements, and ensure seamless client transitions to the Customer Success team.
Who Are We:
Comply is the leading provider of compliance SaaS and consulting services for the global financial services sector. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Comply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs.
To learn more about Comply, visit comply.com
The Role:
We are looking for a strategic and customer-centric Enterprise Onboarding Manager to join our post-sales organization and lead complex, high-impact implementations of the Comply platform. This role is ideal for someone who not only excels at customer onboarding, but also drives process improvements, mentors others, and partners cross-functionally to scale a best-in-class onboarding experience.
As a Enterprise Onboarding Manager at Comply, you will own the success of our most complex onboarding engagements while helping shape the future of our onboarding programs and practices.
Responsibilities:
- Own and lead end-to-end onboarding for high-value, complex, or strategic accounts, managing multiple concurrent implementations with minimal oversight.
- Serve as a strategic partner and trusted advisor to senior client stakeholders, aligning onboarding outcomes to customer business goals and long-term success.
- Define project scope, timelines, and success criteria; proactively collaborate with Sales, Customer Success, and other internal teams prior to kick-off to ensure seamless handoffs and clear expectations.
- Identify risks early, lead escalations, and drive resolution of onboarding challenges, coordinating across internal teams as needed.
- Act as a Comply product and onboarding subject-matter expert, advising both customers and internal teams on best practices and platform capabilities.
- Monitor, analyze, and report on onboarding progress, trends, and outcomes; provide insights and recommendations to leadership and cross-functional partners.
- Deliver tailored onboarding and advanced platform training for customers based on their specific workflows and maturity.
- Ensure a smooth, high-quality transition of customers to the Customer Success team, including documentation, handoff meetings, and success planning.
- Mentor and support Onboarding Managers by sharing best practices, providing guidance on complex accounts, and contributing to team enablement.
- Drive continuous improvement initiatives, including onboarding processes, tools, templates, and customer experience enhancements.
- Use GuideCX to manage onboarding workflows, while helping refine how the team leverages onboarding technology at scale.
- Partner on special projects and cross-functional initiatives that improve onboarding efficiency, scalability, and customer satisfaction.
Skills and Qualifications:
- 5+ years of Customer Onboarding or Implementation experience in a B2B SaaS environment.
- Proven ability to manage complex implementations and influence outcomes without direct authority.
- Strong track record of acting as a trusted advisor to customers, including senior-level stakeholders.
- Excellent communication and presentation skills across video, phone, and written channels.
- Demonstrated ability to coach, mentor, or informally lead peers.
- Solid understanding of data configuration, templates, and upload specifications.
- Experience with Salesforce, GuideCX, JIRA, or similar tools strongly preferred.
- Exceptional organizational, prioritization, and time-management skills.
- Comfortable operating in a fast-paced, evolving environment and driving change.
To learn more about our values, mission and the wide-range of perks offered to employees at Comply, visit https://www.comply.com/careers/.
Comply is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.
Applicants must be authorized to work for any employer in the United States. Currently, we are unable to sponsor or take over sponsorship of an employment Visa at this time.
Comply is aware of scammers posing as Comply employees and extending job offers via direct messaging, texts and social media platforms. These are fraudulent and should be treated as such. To learn more about this, please review our Statement of Fraudulent Job Offers.
Top Skills
Guidecx
JIRA
Salesforce
Similar Jobs
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Private Client Financial Advisor develops personalized wealth management strategies for clients, enhances partnerships, and drives client engagement.
Top Skills:
Insurance HealthInsurance LifeInsurance VariableSeries 63Series 65Series 66Series 7
Aerospace • Cloud • Digital Media • Information Technology • Mobile • News + Entertainment • Generative AI
Handle 100% inbound customer contacts to sell EchoStar TV, internet, and wireless products using a consultative approach. Meet quotas in a fast-paced environment, maintain customer relationships with integrity, and work varied hours including evenings and weekends. Opportunity for rapid advancement and uncapped commission.
Top Skills:
2+ MonitorsHeadsetSmartphoneUsb KeyboardUsb MouseWebcamWired Internet (25 Mbps Download/2 Mbps Upload)
Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
Develop and maintain embedded software for avionics systems, ensuring compliance with standards, and integrating software with hardware components.
Top Skills:
BashCContinuous DeploymentContinuous IntegrationDistributed Version Control SystemsHardware DebuggersLinuxPythonReal-Time Operating Systems
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
