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Onboarding Manager

Role overview

Qualifications

  • Affiliate industry experience
  • Strong passion for training
  • Ability to engage in customer lifecycle strategies
  • Experience in leading live sessions

Responsibilities

  • Guide clients from sales handoff through training
  • Support onboarding projects
  • Take ownership of own clients
  • Develop and implement strategies for long-term customer success

Key facts

  • Remote from: United States
  • Full time
  • Onboarding Manager
  • $81K – $99K / year
  • English

Hard skills

Other skills

  • Training And Development
  • Problem Solving

About the company

Optimal Blue logo

Optimal Blue

  • Mortgage & Real Estate Finance
  • 201–500
Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes operate profitably and efficiently so they can fulfill the momentous role of helping American borrowers achieve the dream of homeownership, regardless of market dynamics. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

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Job description

As an Onboarding Manager, you’ll help new customers get up and running on TUNE and CAKE and build the habits that set them up for long-term success. Working alongside the onboarding team, you’ll guide clients from the sales handoff through training and early adoption, proactively engaging in strategies that support every stage of their customer lifecycle. You’ll start by supporting onboarding projects, then gradually take ownership of your own clients. This role is a strong fit for someone with affiliate industry experience who is passionate about training, whether that means leading live sessions or learning new skills yourself. You go full throttle on new projects, love building strategies, and get energized by finding solutions that deliver real value to clients. 

FLSA Designation (US Only):

Exempt

Salary Range:

The estimated base salary range for this role is USD$81,000.00 - USD$99,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.

Benefits (US Only):

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time off (US Only):

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#Tune

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