Vice President of Onboarding

About Rev.io

Rev.io provides versatile, configurable software designed to handle billing, customer and business management, payments, analytics, provisioning, and automation. Serving telecommunications, Wireless & IoT, managed IT services, A/V, security integration, and related sectors, our cloud-based platform offers an end-to-end quote-to-cash solution that helps clients accelerate revenue growth efficiently. Based in Atlanta with additional offices in West Virginia, we bring over 21 years of industry expertise. Our culture is driven by our mission, vision, and values named ACT TOP, emphasizing accountability, care, transparency, opportunity, and innovation. A recent national survey reported that 97% of employees consider Rev.io a Great Place to Work, highlighting a collaborative and vibrant workplace.

Role Summary

The Vice President of Onboarding & Implementation will oversee a vital part of Rev.io’s success by managing how clients are implemented on our platform. This leader will develop a repeatable, disciplined, and client-focused onboarding process to enhance implementation quality, shorten time-to-value, create seamless transitions, and ensure excellent client experiences. The ideal candidate will have experience scaling onboarding or client delivery teams within growth-stage SaaS or technology environments and be adept at operationalizing complex processes swiftly while collaborating cross-functionally.

Key Responsibilities

• Manage the complete onboarding and implementation journey from contract signing through successful platform adoption and early usage.
• Continuously develop and refine scalable implementation procedures, including playbooks, standardized templates, handoffs, governance frameworks, and regular operational cadences.
• Identify and eliminate bottlenecks to accelerate client’s time-to-value by clarifying responsibilities and enhancing client preparedness.
• Lead and mentor a high-performing onboarding team ensuring accountability for quality, timelines, client communication, and outcome achievement.
• Define and track key performance indicators such as time-to-live, implementation quality, capacity, utilization, margin, and client satisfaction.
• Collaborate closely with Sales to scope projects accurately, align expectations, finalize statements of work, and ensure smooth handoffs.
• Act as the executive sponsor for complex or critical onboarding projects, resolving escalations and fostering trust with senior client representatives.
• Work with Product and Engineering teams to address repeated implementation challenges and prioritize improvements to the platform for increased scalability.
• Drive alignment across Sales, Product, Engineering, Support, Client Success, and Implementation teams to enhance the client onboarding journey.
• Create comprehensive visibility through reporting to inform leadership on performance, risks, and resource capacity.
• Foster a culture emphasizing accountability, ongoing improvement, client ownership, and operational discipline.
• Explore and apply automation, AI, and workflow tools to boost speed, consistency, quality, and client satisfaction throughout onboarding.

Required Qualifications

• 8 to 12+ years leading implementation, onboarding, professional services, client delivery, or related operations in B2B SaaS, technology services, telecom, MSP, billing, or payments industries.
• Proven track record of enhancing onboarding processes, shortening time-to-value, developing standardized playbooks, and scaling delivery capabilities.
• Experience guiding implementation or client delivery teams through growth, operational change, or transformation initiatives.
• Knowledge of implementation KPIs, governance, capacity management, utilization, financial metrics, client satisfaction, and executive reporting.
• Expertise in collaborating with Sales teams on scoping and smooth handoffs via clear statements of work and expectation management.
• Strong cross-department leadership skills to unify Product, Engineering, Sales, Support, and Client Success around shared delivery goals.
• Executive presence with the ability to build trust and communicate effectively with senior clients during complex situations.
• Operations-focused mindset capable of diagnosing issues, simplifying processes, structuring workflows, and driving consistent execution.
• Preference for candidates with experience at growth-stage or mid-size firms comfortable with building new processes.
• Bachelor’s degree in business, technical, or a related discipline required; MBA or higher degree preferred.

Preferred Qualifications

• Residence in or near Atlanta, Georgia is favored.
• Background with MSPs, telecom, managed services, billing, payments, PSA, ERP or related SaaS markets.
• Experience managing professional services financials including pricing, utilization, margins, staffing, and profitability.
• Familiarity with implementation project management, CRM, data migration, API integrations, and workflow automation technologies.
• Prior involvement in applying automation and AI tools to enhance onboarding efficiency, quality, and reporting.
• Demonstrated ability to lead onboarding teams through rapid scaling, product growth, or major process overhauls.

Benefits & Perks

• Leadership role in a critical, client-facing function at an Atlanta-based SaaS company.
• Close partnership and direct access to executive leadership from the start.
• Opportunity to influence improvements in client onboarding and contribute to scaling business delivery.
• Competitive base salary, bonus incentives, and meaningful equity participation.
• Extensive benefits package including strong health savings account contributions, 401k matching with immediate vesting, and unlimited paid time off.
• Paid parental leave, company-sponsored life and disability insurance.
• Monthly technology and fitness reimbursements, education and development stipends.
• Volunteering time off and organized company volunteer initiatives.
• Clearly outlined career progression and open leadership communication channels.

Diversity & Inclusion

Rev.io is committed to a diverse and inclusive environment and does not discriminate against any individual based on protected characteristics. Applicants agree to the processing of their personal data as per privacy policies upon application.