Client Onboarding Manager

Key Responsibilities

• Own the customer onboarding process
• Manage a book of business of customers that came from the partnership, from internal handoff through go-live and initial payroll stabilization.
• Build implementation plans around first clock-in, payroll periods, training requirements and payroll-processing deadlines.
• Lead kickoff, setup, training and client’s payroll.
• Maintain clear timelines, responsibilities, next steps, risks and customer communication throughout each project.
• Lead discovery and solution design
• Understand the customer’s workflows.
• Translate business requirements into a practical Connecteam setup.
• Identify complex requirements and suit the right solution with the design of the relevant setup.
• Configure integrations
• Configure relevant Connecteam account settings
• Set up and manage the integration.
• Deliver training and manage stakeholders
• Train clients on Connecteam platform and integration process.
• Train managers on time tracking and payroll workflows using Connecteam.
• Adapt the training plan to customer size, structure and complexity while keeping sessions practical and process-focused.
• Work closely with the assigned partner Implementation Manager.
• Coordinate clearly across customers, partner, Sales, Support, Product, Integrations and leadership.
• Troubleshoot, escalate and document
• Investigate issues across the full workflow.
• Determine issue owner and route it appropriately
• Escalate payroll-impacting risks with clear documentation
• Maintain accurate account records, architecture decisions, risks, next steps and handoff documentation.

Experience & Skills

• 2+ years of experience in implementation, onboarding, customer facing SaaS role with SMB & Mid Market client sizes.
• Strong project management skills with the ability to manage multiple customer implementations and priorities simultaneously.
• Excellent communication, presentation, and training skills with the ability to explain technical concepts to both technical and non-technical audiences.
• Tech-savvy with the ability to quickly learn software, troubleshoot issues, and understand integrations and data flows.
• Strong organizational skills, attention to detail, and a customer-first approach when managing complex implementations.
• Ability to build trusted relationships with customers, internal teams, and external partners in a fast-paced environment.
• Strong problem-solving skills, sound judgment, and the ability to navigate ambiguity and changing customer needs.

Preferred Experience

• Experience with payroll, HRIS, workforce management, scheduling, time & attendance, or employee management platforms.
• Experience supporting payroll implementations, PEO environments, or multi-location/multi-entity organizations.
• Experience working in a partner-led or channel-based customer environment.

Benefits:

• • Medical, dental, & vision coverage
  • Paid time off for vacation, sick days
  • 401k

Salary: $90K

We are accepting applications from employees working in the following states: Texas, New York, New Jersey, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.