
Product & Onboarding Manager
2 weeks ago
This hybrid role bridges Product Management and Client Onboarding, ensuring Vision RECap continues to meet evolving market needs while delivering an exceptional onboarding experience to clients across insurers, brokers, and commercial property owners.
You will define and execute the product roadmap, coordinate cross-functional delivery, and develop onboarding programs that accelerate client time-to-value and maximise long-term retention.
Key ResponsibilitiesProduct Management
- Own and refine the Vision RECap product roadmap in alignment with business objectives, client feedback, and industry trends.
- Translate client needs and compliance requirements into clear product requirements, workflows, and feature sets.
- Collaborate with engineering and design teams to deliver intuitive, secure, and compliant solutions.
- Oversee product testing, release planning, and go-to-market readiness for new features.
- Partner with industry stakeholders to ensure Vision RECap maintains a competitive and regulatory advantage.
- Monitor platform usage, feature adoption, and client satisfaction to guide continuous improvement.
- Act as product ambassador at client meetings, industry events, and webinars.
Onboarding Management
- Design and execute structured onboarding programs for insurers, brokers, and corporate clients.
- Lead client kick-off and configuration workshops, ensuring data integration and user setup are completed on schedule.
- Develop training resources, onboarding guides, and user documentation tailored to industry workflows.
- Collaborate with Customer Success to ensure smooth handover post-onboarding and to identify early adoption challenges.
- Track and report onboarding KPIs such as time-to-first-policy placement, data completeness, and onboarding NPS.
- Ensure clients are fully operational, confident, and seeing measurable benefits from Vision RECap within agreed timelines
3–5+ years in Product Management, Implementation, or Client Onboarding within SaaS, ideally in insurance, risk management, or related financial services.
- Proven experience managing complex B2B product lifecycles and high-touch client onboarding.
- Familiarity with insurance workflows, placement processes, and risk data management is highly desirable.
- Strong understanding of data integrity, compliance, and system integrations.
- Skilled in Agile methodologies and product analytics tools.
- Exceptional communication skills with the ability to engage confidently with senior client stakeholders.
- High attention to detail, strong problem-solving abilities, and commercial awareness
- Working knowledge of Coda, Miro and other relevant platforms
- Candidates must have permanent work rights in Australia.
- Product: Platform stability, feature release velocity, adoption of new capabilities.
- Onboarding: Average time-to-portfolio live and onboarding completion in accordance with agreed timelines.
- Overall: Contribution to client retention, platform utilisation, and revenue growth.
We're upfront, if you want to know more, help us to know what you are looking for. Besides being part of a cool tribe, you are offered the following:
1. Remuneration
100% FTE monthly salary, fully inclusive of superannuation and all other benefits, including 4 weeks annual leave (negotiated based on experience, market, and capability)
2. Technology
Laptop VRP to provide a laptop
Mobile phone VRP to novate a company phone plan including internet usage
BYOD (Bring your own device).
A device may be provided to facilitate customer platform enquires
3. **Other considerations
Incentive target –** A one team, one target of top line renewable revenue for VRP
Reaching Incentive goal – A percentage of revenue above the target will be allocated to a bonus pool for the benefit of the tribe
Tribe lifestyle benefits – up to 4hrs is provided for you each week to maintain family balance, general appointments, or lifestyle activities (refer to Team Member Guide -under Health and Well-Being Leave), this time does not accrue.
Your workplace – We are a flexible workplace using cloud-based technology to support this premise. Your location works on a needs basis and is usually a combination of:
Remote working - We understand the value of time away from the office for focus and remain flexible once you are up to speed and have confidence with Vision RECap
Office location - 3 Spring Street, Sydney
We understand the value of collaboration and to support your learning and development, office attendance is role based, typically a minimum of 4 days per week with other days as required based on customer needs, workload and impending deadlines. More formally, hybrid working arrangements may be negotiated after probation period.
How to ApplyEmail your CV and cover letter to outlining your experience in SaaS product management and client onboarding, and your understanding of the insurance or risk management sector.
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