Client Onboarding Manager

Summary

Connecteam is a platform for managing deskless teams through operations, communication, scheduling, training, and workforce coordination tools. The Onboarding Manager guides partnership-sourced customers through implementation, including project management, system configuration, payroll integration, training, troubleshooting, and cross-functional coordination through successful payroll launch and stabilization.

Responsibilities

• 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
• 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 relevant Connecteam account settings
• Set up and manage the integration
• 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
• 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

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
• 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

Qualifications

Must Haves

• 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

Nice to Haves

• 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
• Weekly happy hours
• Holiday parties
• Nurturing and training to develop employees’ skills and job duties
• Remote work