SMB Onboarding Manager

Summary

Connecteam is a platform for managing deskless teams through daily operations and team communication software. The SMB Onboarding Manager leads small and growing business customers through end-to-end onboarding, delivering tailored training, driving product adoption, and developing strategies to support retention and reduce churn.

Responsibilities

• Managing the end-to-end onboarding process for SMB customers, from kick-off call to activation
• Delivering tailored training sessions to help clients configure and implement Connecteam based on their unique business needs
• Guiding customers to quick wins that showcase the platform’s value and increase adoption
• Ensuring customers establish strong usage habits that drive retention and satisfaction
• Identifying at-risk clients early and creating proactive strategies to mitigate churn

Skills

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles - MUST
• Experience working with SMB clients - strong advantage
• Strong presentation and training skills
• Tech-savvy with the ability to quickly learn and explain software solutions
• High level of organization and ability to manage multiple onboarding projects simultaneously
• A team player who thrives in a dynamic, fast-paced startup environment
• Positive attitude, empathy, and high energy!
• We are accepting applications from employees working in the following states: Texas, New York, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia

Qualifications

Must Haves

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles - MUST
• Experience working with SMB clients - strong advantage
• Strong presentation and training skills
• Tech-savvy with the ability to quickly learn and explain software solutions
• High level of organization and ability to manage multiple onboarding projects simultaneously
• A team player who thrives in a dynamic, fast-paced startup environment
• Positive attitude, empathy, and high energy!
• We are accepting applications from employees working in the following states: Texas, New York, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia

Benefits

• Remote work arrangement (#LI-Remote)
• Nurturing and training to develop employees' skills and job duties
• Weekly happy hours
• Holiday parties
• An encouraging, caring, and supportive work environment