Client Onboarding Manager

Mobile Up Software is a community engagement technology provider. We help associations, groups, organizations, and educational institutions increase community affinity and engagement by providing solutions that deliver personalized experiences anytime, anywhere. In short, we are a team working hard to build the best community engagement platform possible.

The Client Onboarding Manager acts as the primary contact between Mobile Up and assigned clients through every phase of the onboarding process, ensuring a smooth transition from contract signing to successful onboarding and launch of our software solution. This role combines project management and client training to ensure an exceptional onboarding experience that drives adoption and long-term success for Mobile Up and our clients.

• Serve as the primary point of contact for new clients during the onboarding phase.
• Develop and execute onboarding plans tailored to each client’s needs and goals.
• Oversee initial software solution setup, configuration, and integration, ensuring alignment with client needs and goals.
• Monitor onboarding progress, identify potential roadblocks, and proactively resolve issues.
• Provide product training and guidance (virtual or in-person) to clients to ensure successful adoption and use of Mobile Up’s solutions.
• Provide clear documentation, resources, and best practices to clients.
• Ensure successful handoff to the Customer Success Manager post‑launch.
• Collaborate with internal teams (Customer Success, Technical Support, Product) to ensure timely and accurate implementation.
• Manage timelines, milestones, and deliverables for each client project.
• Maintain up‑to‑date project records and client communication records within the designated tools.
• Gather client feedback to improve onboarding processes and enhance customer experience.

• 1–2 years of experience in client onboarding, implementation, or customer success, preferably within a B2B SaaS environment.
• Exceptional attention to detail, organization, and time‑management.
• Strong communication and customer service skills – both verbal and written.
• Experience managing multiple client projects simultaneously while maintaining excellent.
• Problem‑solving mindset and proactive approach to challenges.
• Ability to build strong relationships and instill confidence in clients.
• Strong understanding of software solutions and ability to learn new technologies quickly.

• Experience with CRM and onboarding tools.
• Familiarity with API integrations and basic technical troubleshooting.

• Time‑to‑launch for new clients.
• Adoption and engagement rates post‑implementation.

• Generous PTO, medical, dental, vision, life and disability insurance, and 401(k).

Mobile Up is an equal‑opportunity employer. We provide equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination.