Client Onboarding Manager

RemoteFull Timemid

OtherClient

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Quick Summary

Key Responsibilities

coach and develop the Team Leads, hire as we scale, and build a culture of ownership, accuracy, and customer care. Own the onboarding pipeline: keep timelines, quality, and SLAs on track,

Requirements Summary

track KPIs like time to live, accuracy, pipeline health, and customer satisfaction, and use the data to drive staffing and process decisions.

Technical Tools

OtherClient

Ubiquity Retirement + Savings helps small and growing businesses make retirement benefits easier. For more than 25 years, we’ve been simplifying 401(k)s with straightforward solutions, great service, and a mission to help more people build a secure financial future.

The Client Onboarding Manager owns Ubiquity's onboarding experience from signed agreement through live plan — leading the New Plan and Conversion Team Leads, building the processes and training that let the team scale, and partnering with Product and Technology to improve the tools they rely on.

Responsibilities

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Requirements

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Nice to Have

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Familiarity with plan documents, payroll integrations, or asset transfers between providers.
Experience at a company serving small businesses.
Background in process improvement (Lean, Six Sigma) or workflow and case management tools.
Experience using AI or automation to scale an operations team.

What We Offer

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The salary range for this role is between $130,000 – $160,000, depending on experience and qualifications. This position is also eligible for a target bonus of up to 10% based on company and individual performance.