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10 Jun 2024

Full-Time Client Onboarding Manager

recruiting@brightfin.com – Posted by recruiting@brightfin.com Englewood, Colorado, United States

Job Description


Company Overview:


brightfin is a revolutionary, subscription-based software provider of Technology Expense Management and Digital Workplace Solutions. Built natively on ServiceNow, brightfin helps companies centralize and manage IT assets and expenses across mobile, telecom (fixed / voice & data), and cloud.


brightfin partners with enterprises and government agencies globally to provide cost savings, deep insights, efficiency through automated workflows, and industry-leading services such as UEM, lifecycle management, bill pay, and more. The company has been recognized as a Visionary on Gartner’s Magic Quadrant for Managed Mobility Services, Global.


Job Summary: Client Onboarding Managers act as one of the primary points of contact for onboarding customers and are instrumental in the success of an implementation. This position is responsible for, but not limited to, the collection and mapping of critical customer data, coordination of internal teams and customer training, all of which are intended to ensure a seamless customer implementation and positive overall customer experience.


Essential Functions / Duties / Responsibilities:

  • Collects carrier/provider details:
    1. Creates LOA’s, coordinates execution between parties, validates finalized copies.
    2. Manages data collection, status tracking, and communications regarding:
      1. LOAs, Accounts/FANs, Carrier Portal Access, Credential logging – 1Password, Paper invoice conversion, PO box redirection, Invoice Collection
  • Configuration for standard allocation/audit/reconciliation/ rules. Financial periods and Accruals
  • Leads the efforts and configures the below w/ coordination with the Invoice Team:
    1. Initial invoices upload, Audit/Reconciliation, Data/Mappings validation, Optimization + presents results + coordinates the implementation, Fulfilment tasks/catalog/API configuration.
  • Leads all discussion with additional implementation discussions & service deployment:
    1. ServiceDesk, Logistics, Third Party services (Fixed, UEM, Bill Pay)
    2. Participates in customer UAT
    3. Assists operational onboarding manger in the creation of documentation of operational processes established during onboarding for Operations team (Optimization, Fulfillment, Audit/Reconciliation/Cost Allocation)
    4. Participates in operational go-live readiness sign-off

 Supervisory Responsibilities:

  • Trains new staff
  • Acts as Subject Matter Expert for the department.
  • Contributes to constructive and timely performance evaluations for the client onboarding specialist.

 Minimum Qualifications:

  • 2yrs+ experience as a project manager or similar function
  • Bachelor’s Degree in appropriate field of study or equivalent work experience
  • Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued.
  • ServiceNow experience a plus


Required Knowledge/Skills/Abilities: 

  • Ability to work independently and in a team structure executing responsibilities
  • Strong organizational and time management skills
  • Excellent client-facing and internal communication skills, interpersonal and negotiation
  • Highly motivated, goal-driven, outgoing, inquisitive, and customer-centric
  • Experience in tracking operational activities, customer data, and customer status Ability to multi-task across a high number of accounts at any given time
  • Good understanding of General Accounting and Finance (including accruals, allocations, and general ledger) to work with customer Account Payable and Finance departments
  • Ability to build and streamline processes cross departmentally
  • Experience in account management and project management
  • Self-motivated and able to thrive in a results-driven environment


Physical Requirements: 

  • Prolonged periods of sitting at a desk and working on a computer.


Employment Type: Full-Time


FLSA Status: Exempt

Location: US-based, remote.

Compensation & Benefits:

  • brightfin offers a comprehensive health, dental and vision benefits package.
  • Paid time off. We strongly believe in work-life balance and taking time for yourself.
  • 401K with employer match
  • Compensation Range: $50,000 – $52,500 per year
  • Anticipated application window: June 10, 2024 – June 14, 2024


The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. brightfin is an equal opportunity employer. The company will consider all qualified applicants without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, disability, veteran or military status, age, genetic information or other characteristics protected by federal, state, or local applicable law. Candidates are subject to a background check. All employees must adhere to brightfin’s Information Security and Privacy policies and procedures.

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How to Apply


Job Types: Full-Time. Salaries: 40,000 - 60,000.

Job expires in 8 hours.

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