Related skills
enterprise software project management requirements gathering ux/ui client onboarding📋 Description
- Lead client onboarding projects and design tailored solutions.
- Manage end-to-end onboarding with developers and designers.
- Serve as client liaison; primary contact during onboarding, and escalations.
- Own project scope; manage SOWs and enterprise configurations.
- Improve UX/UI with product teams using client feedback.
- Drive continuous platform improvements aligned to client needs.
🎯 Requirements
- Implementation experience: multiple years onboarding enterprise software.
- Project management: proven ability to manage projects, timelines, and stakeholders.
- Communication: excellent communication and presentation skills.
- Wealth management: knowledge of the wealth management industry.
- Bonus experience: technical aptitude, familiarity with enterprise software and dev collaboration.
🎁 Benefits
- Total rewards may include variable pay, equity, benefits.
- Flexible time off and growth opportunities.
- Careers page outlines perks and well-being programs.
- Team built on trust, respect, and collaboration.
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