Ethos is hiring an Onboarding Manager (India)

TaxValet is hiring an Onboarding Manager to guide financial institutions through the implementation and adoption of our AI-powered communication platform. In this role, you'll manage customer onboarding projects end-to-end, configure SaaS and AI solutions, and implement integrations with core financial systems.

What You'll Do

• Assist with onboarding new customers onto the Eltropy platform, including 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.
• 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.
• 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.
• Advocate for customer needs internally during implementation.
• Help identify and communicate product or process improvements based on real-world use cases.
• Assist in testing new releases before they go live.
• Report bugs, give feedback, and support release acceptance processes.

What We're Looking For

• Bachelor’s degree in Business, Information Systems, Computer Science, Engineering or a related field.
• 2-3 years of experience 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—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.

Nice to Have

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

Technical Stack

• SaaS
• AI solutions
• Integrations with core banking, lending, collections, telephony systems
• WalkMe

Team & Environment

You will be part of a high-impact team with support from experienced team members.

Benefits & Compensation

• 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.

Work Mode

This is a remote position based in India.

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.