
Onboarding Manager
Location: Chicago Office or Remote, NA (US & Canada). Preference for candidates located in or willing to work primarily within Eastern or Central Time Zones to support customer and team collaboration.
Employment Type: Full-time/Permanent
Travel: Willingness and ability to travel is an essential function of all jobs at the company unless otherwise advised by your manager or Human Resources at the time of hire or promotion. Approximately up to 10%
Serrala is the global leader in finance process automation. For over 40 years, we have been advancing the office of the CFO with our award-winning suite of finance automation applications.
Our solutions streamline all working capital-related processes, including Order to Cash, Procure to Pay, Cash Flow Management, and Treasury, across both cloud and SAP environments.
Our 10+ hubs across Europe, North America, and India support over 2,800 clients worldwide, reflecting the trust we've built with a diverse global community.
Join us as we lead the future of finance automation!
About the role:
A Serrala Onboarding Manager uses consulting skills, business knowledge and SAAS / Cloud expertise to onboard our customers to the Serrala Collections and Credit Management Cloud solutions.
You will accompany the onboarding projects end-to-end, from the project preparation via the onboarding & implementation to the go-live & hyper care phase. You will create configuration documents, set-up and configure the system, ensure functional and technical tests before handing over to the customer in the Key-User trainings. After the UAT signs off, you will take care of cut-over tasks and ensure a smooth go-live with the customer. After the go-live and hypercare phase is completed, you will hand over the customer to our Global Support team to ensure a smoot transition from project to support & maintenance.
You will act as an interface between Serrala departments (Product Management, Development, and QA), lead workshops at and with our customers and ensure high-quality project delivery.
Your Day to Day:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Core duties and responsibilities include (but are not limited to) the following:
- Implement and onboard customers to Serrala cloud Collections and Credit solutions.
- Gather business and technical requirements with customer stakeholders.
- Configure customer cloud tenants and solution settings.
- Support interfaces, data exchange, and testing activities.
- Create and maintain implementation documentation.
- Deliver user training and support customers throughout the UAT.
- Perform go-live and hypercare activities to ensure a smooth transition to production.
- Collaborate with customer teams and internal stakeholders to achieve successful implementations.
- Other duties as assigned.
What makes you excel in this position:
The requirements listed below are representative of the knowledge, skill, and/or ability required:
- Bachelor's degree or equivalent professional experience preferred.
- 4-6 years of experience in IT, SaaS, software implementation, onboarding, or consulting environments.
- Strong communication, presentation, and customer-facing skills.
- Experience managing or supporting customer implementation and onboarding projects.
- Ability to work effectively with customers and cross-functional teams.
- Knowledge of Accounts Receivable (AR), Collections, Credit Management, Dispute Management, Cash Application, or related finance processes is a plus.
- Experience with SaaS solutions and cloud-based implementations is preferred.
- Experience with APIs, interfaces, integrations, and data exchange is a plus.
- Experience with SAP or other ERP finance systems is preferred.
- Knowledge of Order-to-Cash (O2C) processes is highly desirable.
Salary Range
United States: USD 65,000-75,000
Canada: CAD 88,000-110,000
The above annual base salary range represents a general guideline for the low and high end of the pay range for this position. However, the actual salary offered will be determined on various factors including but not limited to location, job-related skills, experience, relevant education, training as well as market and business considerations.
What's in it for you? We have many benefits and perks available to you as a Serrala employee. Here are just a few...
- Medical, Dental, and Vision Insurance - available to you from your first day of employment
- Paid Parental Leave
- 401(k) - dollar for dollar matching up to 4% with immediate vesting and contribution eligibility beginning 30 days from the start of employment
- Up to a $275 monthly reimbursement for phone and internet
- Employee Assistance Program
- LifeMart - discounts on travel, food, products, and services
- Regus – mobile office space available for Serralians for team meetings, department gatherings, and project collaborations
Why you’ll love it here
Step into a dynamic, agile workplace where continuous learning is championed by leadership, and innovation in finance automation is fuelled by cutting-edge tech, AI integration, and strategic SAP transformation. We partner with the best to stay ahead - so you can too.
At our core, we're Reliable, Passionate, Empowering, and Enterprising - committed to lasting customer and employee relationships, bold innovation, and your growth every step of the way.
[EEO Statement]
We are proud to be an equal opportunity workplace. We celebrate and support diversity by providing equal employment opportunities regardless of race, creed, color, religion, age, sex, national origin, disability or handicap, genetics, protected veteran status, sexual orientation, gender identity or expression, arrest record, or any other characteristic protected by federal, state or local laws.
[To all recruitment agencies]
Serrala does not accept agency resumes. Please do not forward resumes to our job's alias, Serrala employees or any other organization location. Serrala is not responsible for any fees related to unsolicited resumes.