Senior Product Onboarding Manager

Ovii's Interpretation of the Role

The Senior Product Onboarding Manager leads end‑to‑end onboarding for strategic private‑market customers, turning complex investment data into a usable platform foundation. The role drives AI‑enabled workflow innovation, mentors the onboarding team, and partners across product, engineering, sales and customer success.

Role Snapshot

• Lead strategic customer onboarding
• Transform complex financial datasets
• Design AI‑supported workflow tools
• Mentor and coach onboarding teammates
• Coordinate cross‑functional delivery
• Serve as escalation point for high‑risk projects

Must-Have Requirements

• Complex financial data experience
• Bachelor’s degree or equivalent
• Project management of large‑scale, multi‑stakeholder initiatives
• Advanced Excel/Google Sheets expertise
• Excellent written and verbal communication
• Complex financial data handling
• Large‑scale project delivery

Nice-to-Have Signals

• AI workflow design experience
• SQL
• Python or R
• Mentoring or leading others
• AI workflow design
• Scripting and data‑tool proficiency

Work Setup

• Location: Americas (USA or Canada), United States
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: United States, Canada
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Visa sponsorship
• Canadian salary range
• Travel requirement
• Security clearance

What You'll Likely Work On

• Lead customer calls, set timelines, and orchestrate internal teams for smooth onboarding delivery
• Analyze, interpret, and transform intricate investment data sets for platform import
• Advise enterprise clients on optimal data structures for both onboarding and long‑term performance
• Own escalation handling for complex or high‑risk onboarding challenges
• Create and improve AI‑driven workflows, playbooks, and documentation to boost scalability
• Mentor junior onboarding managers and share best practices
• Collaborate with Project Management, Product, Engineering, Sales, and Customer Success for a unified experience
• Configure reusable AI‑enabled processes that extend impact beyond individual accounts

Good Fit If You Have

• Background in investment banking, management consulting, or private‑markets operations
• Comfort thriving in ambiguous, fast‑changing environments
• Proven ability to influence executive‑level decisions
• Experience designing AI‑enabled data workflows (preferred)