Client Onboarding Manager
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Job Location:
Monthly Salary:
Posted on:
06-11-2025
Vacancies:
1 Vacancy
Job Summary
As a Client Onboarding Manager you will take the lead in delivering a world-class onboarding experience for our clients ensuring smooth implementation and long-term satisfaction. Youll build scalable processes and become a key player in shaping how Performativs customers experience our platform.
What youll do
- Manage multiple client onboarding projects in parallel ensuring timely and high-quality delivery.
- Design and implement structured frameworks to support scalable premium client experiences.
- Act as a subject matter expert and product champion during the onboarding phase.
- Build strong relationships with clients and internal stakeholders to ensure smooth handoffs and outcomes.
- Create and maintain onboarding documentation and training materials.
- Contribute to the development of our onboarding playbook to support future growth.
- Identify and troubleshoot onboarding issues working cross-functionally to resolve them quickly.
- Support continuous improvement by analyzing onboarding performance and client feedback.
- Provide input on product and operational improvements based on client insights.
What were looking for
- 3 years of experience in client onboarding project management or implementation within fintech SaaS or financial services.
- Familiarity with asset management investment workflows or family office operations.
- Strong organizational skills and ability to manage multiple priorities with precision.
- Excellent communication and interpersonal skills to manage client relationships effectively.
- Customer-first mindset with a proactive and solutions-oriented approach.
- Strong analytical skills and attention to detail especially in data quality and reconciliation.
- Proficiency with Microsoft Office tools.
- Experience with custodian data flows is a plus.
- Bachelors degree in Finance Business or a related field preferred.
What we can offer you
- Trust and responsibility to shape the future of Performativs success in the European market from day one.
- Join a fast-growing fintech scaleup supported by top-tier VCs.
- Work with intelligent passionate and driven professionals with experience from leading institutions (such as Goldman Sachs McKinsey BCG Amazon etc).
- Accelerate your career with opportunities for professional development and leadership.
Join a Team of Fintech heroes!
Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and cant wait to have you join us in making a real impact.
We are funded by some of the leading VC funds in the world and expectations are set to be established as a European market leader in a record amount of time.
You can read more about our product at
We value passion
At Performativ we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture and we are committed to ensure you have all the tools and support you need while acknowledging the importance of flexibility.
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Performativ is a rising star in fintech innovation. We’re not just another player in the market; we’re a team of fintech heroes shaping the future of investment management. Our product is revolutionizing the way investment managers and financial institutions operate globally. Backed b ... View more
