Onboarding Project Manager

Job description

Job Title: Onboarding Project Manager Classification: Salaried (Exempt): Reports to: Manager, Partner Operations: Role Overview: The Onboarding Project Manager is responsible for triaging incoming partner projects, ensuring proper routing, and assigning them to Onboarding Specialists based on availability and capacity. This role serves as the first point of communication for partners, providing timeline updates, answering early-stage questions, and coordinating smooth handoffs. In some cases, the Onboarding Project Manager will take on smaller onboarding projects directly to help partners launch within their 30-day onboarding window. Key Responsibilities: - Triage incoming onboarding projects, determining whether partners require pre-onboarding or direct assignment to an Onboarding Specialist. - Assign projects based on specialist availability and capacity while tracking partner progress through intake. - Serve as the initial point of contact for partners, providing timeline updates, answering early-stage questions, and setting clear expectations. - Take on small onboarding projects directly to help ensure partners launch within the 30-day onboarding window. - Collaborate with the...