Onboarding Manager leading client onboarding and accounting system implementations at Baker Tilly. Focusing on project - based work to modernize clients’ financial operations and ensure smooth transitions.
About the role
- Employer Implementation & Onboarding Manager at Clasp overseeing successful launches of education programs with employer partners. Focused on cross-functional collaboration and operational excellence.
Responsibilities
- Own end-to-end onboarding and implementation of Clasp programs with employer partners from signed partnership through program launch and operational activation
- Develop and manage implementation plans, timelines, and milestones to ensure successful and timely program launches
- Serve as the internal quarterback for partner launches, coordinating cross-functional teams across Partnerships, Product, Engineering, Marketing, and Operations
- Develop a strong understanding of Clasp’s platform, data models, program configurations, and operational workflows in order to guide implementation decisions and ensure partner needs align with platform capabilities.
- Drive cross-functional execution and accountability, ensuring internal stakeholders meet deadlines and resolving blockers that could impact launches
- Guide employer partners through onboarding and activation, delivering training, resources, and support to ensure successful program adoption
- Lead discovery conversations with partners to understand operational processes, data requirements, and program structures, translating those needs into scalable implementation approaches aligned with Clasp’s platform.
- Build strong relationships with employer stakeholders, helping identify internal champions and driving engagement with Clasp programs
- Identify risks early and proactively implement solutions to keep implementations on track and ensure successful launches
- Establish and manage implementation operating cadence, including internal coordination, partner milestone tracking, and progress reporting
- Bridge technical and partner-facing teams by turning platform capabilities and constraints into clear, actionable guidance for Partner Success teams and employer partners.
- Translate partner needs into actionable requirements for Product and Operations teams to improve the platform and onboarding experience
- Improve and scale implementation processes and playbooks to support Clasp’s growing employer partner ecosystem
Requirements
- 3+ years of experience in implementations, onboarding, partner success, or program management
- Experience managing complex partner or customer implementations
- Experience working closely with product and engineering teams to scope customer requirements and translate business needs into technical solutions
- Experience working with enterprise customers or employer partners
- Experience in HR tech, fintech, education, benefits platforms, or other regulated industries is a plus
Benefits
- Competitive cash and equity compensation
- Health and dental benefits
- 401(k)
- Commuter benefits
- Flexible PTO
- Opportunities to grow alongside a fast-moving, mission-driven team
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