Manages the onboarding of new and existing plan sponsor retirement plans at Transamerica. Drives client relationships and ensures successful transition processes for retirement plans.
About the role
- Lead the customer onboarding journey for Payrails merchants, ensuring a seamless experience. Collaborate with cross-functional teams and manage technical implementations in a dynamic fintech environment.
Responsibilities
- You will own the end-to-end onboarding journey for Payrails merchants - from contract signature through project kickoff, technical implementation, testing, and go-live
- You will design and execute customer integration plans and change management strategies, defining clear timelines and milestones
- You will set and manage clear expectations with internal and external stakeholders through proactive communication and regular status updates
- You will identify and resolve risks or blockers early in the onboarding journey to keep projects on track and merchants on schedule
- You will partner closely with the Solution Engineering team to improve the overall Payrails customer journey
- You will collaborate cross-functionally with Product and Engineering teams to help drive product strategy
- You will build and maintain centralised documentation, playbooks, and onboarding assets that enable internal teams and merchants to self-serve
- You will travel to customer sites as needed to run workshops, facilitate go lives or join in launch parties
Requirements
- You have 5+ years of experience in project or onboarding management, ideally in a fast-paced, complex B2B or fintech environment
- You have experience with API integrations, technical documentation, and working with engineering and product teams to resolve implementation challenges
- You are familiar with payment processing systems, financial services integrations, or e-commerce infrastructure
- You are comfortable using tools such as Jira, Confluence, Slack, Linear, Notion etc.
- You are highly organised, comfortable in high-pressure environments and can bring structure to ambiguity
- You have experience managing multiple concurrent projects with cross-functional stakeholders, balancing technical complexity with customer-first thinking
- You bring a strong sense of ownership and a proactive mindset, constantly looking for ways to improve the merchant experience
- You hold a Bachelor's degree in Business, Economics, Engineering, or equivalent field
- Fluency in English - additional languages (e.g., German, French, Spanish, Arabic) are a strong plus for our global merchant base
- PMP or other project management certifications are a plus
Benefits
- High impact and high velocity environment with the most talented and ambitious people you will ever work with
- A chance to shape the story of a company and a category from the ground up
- Real ownership. You’ll have the freedom and trust to build, test, and take lead
- A product used by the best brands around the world
- Visa and relocation support for you and your family where required
- Hybrid working with an office in the heart of Dublin
- Regular team events, activities and off-sites
- Competitive salary and equity package
- 27 days of annual paid vacation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Junior Customer Onboarding Consultant at Neogrid assisting clients with onboarding processes and optimizing service utilization. Collaborating with internal teams to ensure customer satisfaction throughout implementation.
Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
Customer Onboarding Executive at Trybe guiding German - speaking clients through product onboarding and adoption processes. Collaborate with internal teams to ensure a seamless customer experience.
Onboarding Specialist ensuring successful software implementation for new customers at OneQrew. Facilitating trainings and workshops while collaborating with sales and support teams.
Client Onboarding Advisor at Truist coordinating and leading client implementation efforts for Wholesale Payment services. Delivering best - in - class client experiences and working closely with various stakeholders.
Onboarding Manager orchestrating the onboarding journey for fashion retailers at Lyst. Responsible for driving communication, coordination, and issue resolution throughout the process.
Customer Training Specialist role at SiteMinder, ensuring successful product use via customer training. Engaging customers in APAC through innovative online training sessions for a leading hotel commerce platform.
Customer Onboarding Coordinator at Kolmeo facilitating onboarding of new clients to the property management software. Collaborating with the customer support team to enhance user experience and satisfaction.
Onboarding Specialist managing dealer and partner engagement. Collaborating with teams to support account strategies and enhance customer satisfaction at RouteOne.