As an Onboarding Manager at Eltropy, you will be part of a high-impact team guiding financial institutions through the onboarding and adoption of our AI-powered communication platform. We are looking for an Onboarding specialist with 2 - 3 years of experience delivering SaaS or technical solutions, strong customer communication and technical troubleshooting, and the ability to take on increasingly complex projects with moderate oversight.

In this role, you will manage customer onboarding projects end-to-end, configure SaaS and AI solutions, and implement integrations with core banking, lending, and other financial services systems. With support from experienced team members, you will continue to develop your technical, communication, and project management skills—building a strong foundation for a career in enterprise software delivery.

What You'll Do

Onboarding & Project Support

Assist with onboarding new customers onto the Eltropy platform, including our AI-powered Voice and Digital Agents
Support creation, configuration, and testing of SaaS instances and communication flows through voice, video, text messaging and chat channels.
Coordinate tasks, schedules, and meetings to help ensure timely go-lives with quality.
Troubleshoot Onboarding issues in collaboration with technical teams.

Learn the Technology

Gain hands-on experience with integrations to online banking, core banking, lending, collections, telephony and other financial services systems.
Build expertise on Eltropy's platform capabilities including Voice, Video, Text, Secure Chat, Co-browsing, AI Assistants, AI Agents and Conversation Intelligence
Understand key financial services processes for lending, new accounts, collections, and consumer engagement.

Customer Training & Enablement

Create and deliver customer training using AI-generated video, virtual sessions, documentation, and tutorials.
Help build and customize training resources to improve onboarding for credit unions and community banks.
Use tools like WalkMe to guide users through in-app experiences.

Be the Voice of the Customer

Advocate for customer needs internally during implementation.
Help identify and communicate product or process improvements based on real-world use cases.

Testing & Quality Assurance

Assist in testing new releases before they go live.
Report bugs, give feedback, and support release acceptance processes.

What You Bring

Bachelor's degree in Business, Information Systems, Computer Science, Engg or a related field. All majors are welcome to apply.
2-3 years of experiencing implementing or delivering software
High degree of technical aptitude
Comfort with managing customer timelines and dependencies
Passion for software technology and project management
Strong customer empathy and communication skills
Problem-solving mindset with attention to detail
Bias for action - we expect you to roll up your sleeves and dive into the details of configuration, testing and training
Eagerness to learn about SaaS, AI, and the financial technology landscape
Interest in community banking, credit unions and fintech

Bonus (Not Required)

Native Spanish fluency
Familiarity with concepts like APIs, DNS, VPN, and sFTP

Why Join Eltropy

Be part of a fast-growing, mission-driven fintech company
Receive mentorship from experienced technical project managers
Develop valuable skills in enterprise SaaS, customer success, and implementation
Work with leading community financial institutions to bring modern solutions to real people

About Eltropy (www.eltropy.com)

Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities.

Eltropy Values

Customers are our North Star
No Fear - Tell the truth
Team of Owners

Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Onboarding Manager (India)