Onboarding Manager

Onboarding Manager – Helping Hands Financials (Remote)

About Us
Helping Hands Financials is a mission-driven and fast-growing financial services company committed to helping individuals take control of their credit and transform their financial futures.

We believe in fast, effective action and doing the right thing not just for our clients, but for each other. Our company culture is built on these core values:
Speed of Implementation | Extreme Ownership | Self-Improvement | Positive Attitude | Discipline | Coachability | Teamwork

We’re not just fixing credit — we’re building a stronger path forward for the people we serve and the team we grow with.

Position Overview

As an Onboarding Manager, you’ll play a critical role in ensuring new clients have a smooth transition from sales to our Success Manager team. You will be responsible for managing the onboarding workflow, verifying documents, coordinating with clients, and making sure every client is fully set up for success according to Helping Hands Financials’ SOPs.

Responsibilities

Monitor new client reporting and assign accounts to Success Managers.

Deliver daily reports to Success Managers on newly assigned clients.

Verify client documents in Credit Repair Cloud (CRC).

Coordinate with clients to provide pre- and post-onboarding requirements.

Assign lead ownership in Close CRM to the appropriate Success Manager.

Create Asana projects for each client and assign to the right Success Manager.

Organize and complete workflows based on HHF SOPs.

Ensure all assigned clients from sales complete onboarding within 29 days, or cancel recurring billing if not.

Confirm onboarded clients have created necessary accounts and have full access per HHF SOPs.

Compensation

$700/month during training

$800/month after 90 days

Continued career path with salary increases and performance incentives

Benefits & Perks

Quarterly performance bonuses ($250 per quarter after probation)

10 PTO days per year (after 90 days)

Paid U.S. holidays (as listed in employee handbook)

Long-term career growth and mentorship in a remote-first team culture

Requirements

Project Management: 2+ years’ experience

Customer Service: 2+ years’ experience (within past 5 years)

Strong English communication skills (verbal and written)

Reliable high-speed internet & quiet, professional home workspace (video calls required)

Self-motivated with excellent time management

Detail-oriented with critical thinking and problem-solving skills

Long-term mindset: we’re hiring for permanent staff, not temporary

Preferred (Not Required) Skills

Experience with Asana for task management and collaboration

Familiarity with Credit Repair Cloud or other credit repair software

Basic knowledge of FDCPA regulations and credit dispute processes

Experience with tools such as Postalocity, Adobe, and Google Suite

Why Join Helping Hands?

If you move fast, take ownership, and want to grow in a purpose-driven company, this is the opportunity for you. We value people who are coachable, disciplined, and care about being part of a winning team.

How to Apply
Submit your resume and a short note about why you’d be a strong fit for this role. We’re looking forward to meeting candidates who want to grow with us long-term!