Permanently 100% Remote, EST or CST
Job Title:
Remote Sr Onboarding Mgr ($110-$135k ) WealthTech CRM
Salary:
$110k-$135k Base + Benefits, 401k, PTO
Requirements:
SaaS Onboarding/Implementation
We offer an intuitive web-based CRM for financial advisors and wealth managers.
We recently closed out Series C for $200MM and are in rapid growth mode!
We just announced a partnership with Anthropic where they hand-selected us as their launch partner for Claude for Financial Advisors.
Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.
Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.
We just closed our Series C for a total of $200M. We've been in business since 2012 and have around 170 employees.
We are REMOTE first and our team is distributed throughout the country.
Due to growth, we are hiring a Remote Sr Onboarding Manager experienced with:
B2B SaaS
Onboarding and implementation
Experience in financial services or working with financial advisors is a big plus, but not required!
What You Will Be Doing
You will essentially be project managing the onboarding process
Drive project plans, track milestones, an ensure cross-functional alignment around onboarding, product, and sales
Meet regularly with customer to better understand their org structure, team dynamics, and operations success
Identify change management needs, recommend changes to process, and guide teams through adoption
Manage several implementations simultaneously
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard
Email Your Resume In Word To
Matt.Abbasfard@CyberCoders.com
Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : MA5-1987927L592 -- in the email subject line for your application to be considered.
Matt Abbasfard - Lead Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.
This job was first posted by CyberCoders on 05/25/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
This job was posted on 05/25/2026 and is open for 60 days
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