AffiniPay

Manager, Customer Onboarding Services

United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Software, Financial ServicesIndustries

Requirements

The Manager, Customer Onboarding Services requires a Bachelor’s degree and at least 5 years of experience in a customer-facing role, preferably in a SaaS or fintech environment. Strong leadership and operational agility are essential, along with a blend of technical and interpersonal skills. Experience with Salesforce and data migration processes is highly desirable.

Responsibilities

This role involves ensuring the successful onboarding of new customers, monitoring and meeting KPIs such as days in data import, median days to live, tNPS, and churn rates, and managing team goals and KPIs. The Manager will also lead team meetings, manage employee performance, collaborate with other teams (Sales, CS, Product), and oversee training programs like MyCase 101. Additionally, they are responsible for monitoring team workload, tracking payments SPIF, and managing partner channels.

Skills

Salesforce

Customer Onboarding

Data Migration

Team Leadership

KPI Monitoring

Webinar Management

Slack

Interviewing

Training

Workday

AffiniPay

Payment processing solutions for professionals

About AffiniPay

AffiniPay provides payment solutions specifically designed for professionals in various industries, including legal, accounting, design, and associations. Its main products, such as LawPay and CPACharge, offer customized payment processing systems that help clients manage transactions securely and efficiently. These solutions streamline payment processes, improve cash flow, and enhance the client experience. AffiniPay distinguishes itself from competitors by focusing on the unique needs of professional services and ensuring compliance with industry standards, which is essential for clients handling sensitive financial information. The company's goal is to be a trusted partner for professionals by providing secure and effective payment processing solutions that meet their specific requirements.

Key Metrics

Austin, TexasHeadquarters

2005Year Founded

GROWTH_EQUITY_VCCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Risks

Increased competition from fintech startups could erode AffiniPay's market share.

Expansion into new markets may expose the company to unfamiliar regulatory challenges.

Reliance on key partnerships may pose a risk if these relationships change or dissolve.

Differentiation

AffiniPay specializes in payment solutions for professional services like legal and accounting.

The company offers industry-specific products such as LawPay and CPACharge.

AffiniPay emphasizes security and compliance, crucial for handling sensitive financial information.

Upsides

Expansion into Puerto Rico could open new markets and increase revenue streams.

Significant investment from Genstar Capital could accelerate growth and innovation.

CEO Dru Armstrong's recognition could enhance the company's reputation and attract top talent.

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