Onboarding Manager

Role Overview

As an Onboarding Manager youll play a critical role in implementing Affinity for leading Venture Capital and Private Equity firms. Youll guide customers through onboardingfrom kickoff to go-liveensuring a smooth organized and impactful start that sets them up for long-term success.

This role blends project management client education and consultative delivery. Youll manage up to 20 concurrent onboarding projectseach typically 46 weeks in durationworking closely with senior team members and cross-functional partners to ensure every implementation stays on track on time and aligned to the project plan.

What Youll Do

Own 15-20 concurrent customer implementations from kickoff to go-live

• Manage a structured 46 week onboarding process for each customer : kickoff data migration configuration training go-live and handoff to Customer Success
• Youll be assigned to a specific customer tier (Cohort Silver Gold or Platinum) which determines your engagement model and touchpoint cadence
• Spend 60% of your time on customer-facing work (calls training support) 30% on project coordination and 10% on strategic initiatives (refining playbooks building templates)

Translate customer workflows into Affinity configurations

Keep implementations on track and proactively address risks

Drive adoption through hands-on training and enablement

Coordinate cross-functionally to deliver smooth implementations

Handle configuration data imports and user setup

Contribute to continuous improvement

Qualifications

Dont meet every single requirement Studies have shown that women and people of color are less likely to apply to jobs unless they meet every qualification. At Affinity we are dedicated to building a diverse inclusive and authentic workplace so if youre excited about this role but your past experience doesnt perfectly align with the qualifications above we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Work Location : Remote or San Francisco

For those located in SF for this role were embracing a hub-hybrid model designed to balance flexibility with meaningful in-person collaboration. Team members within commuting distance are expected in-office 23 days per week typically Tuesday through Thursday. We believe great things happen when people come together intentionally to connect create and build momentum as a team.

What youll enjoy at Affinity :

Please note that the role compensation details below reflect the base salary only and do not include any variable pay equity or benefits. This represents the salary range that Affinity believes in good faith at the time of this posting that it will pay for the posted job.

A reasonable estimate of the current range is $55000 - $94000 USD addition this position is also eligible to receive Commission based on departmental KPIs. Within the range individual pay is determined by factors such as job-related skills experience and relevant education or training.

About Affinity

With more than 3000 customers worldwide and backed by some of Silicon Valleys best firms Affinity has raised $120M to empower dealmakers to find manage and close more deals. How Our Relationship Intelligence platform uses the wealth of data exhaust from trillions of interactions between Investment Bankers Venture Capitalists Consultants and other strategic dealmakers to deliver automated relationship insights that drive over 450000 deals every are are proud to have received Inc. and Fortune Best Workplaces awards as well as to be Great Places to Work certified for the last 5 years running. Join us on our mission to make it possible for anyone to cultivate and fully harness their network to succeed.

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Manager

Key Skills

Restaurant Experience,Customer Service,Employee Evaluation,Management Experience,Math,Employment & Labor Law,Sanitation,Leadership Experience,P&L Management,Mentoring,Supervising Experience,Restaurant Management

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 55000 - 94000