Client Onboarding Manager

About Connecteam

Connecteam stands as a leading platform dedicated to managing deskless teams, currently trusted by over 80,000 businesses worldwide. It is specifically designed for frontline operators handling shifts, jobs, and teams outside of traditional desk environments, eliminating reliance on spreadsheets and disconnected communication tools. Integrating daily operations from hiring, scheduling, training, to task coordination into a unified, intuitive application, Connecteam empowers teams with clarity and control to manage their work efficiently. Supported by $220M+ funding from Insight Partners, Stripes, and Tiger Global, Connecteam is rapidly growing globally, helping frontline teams operate smarter and more connected.

Role Overview

The Client Onboarding Manager will shepherd new customers acquired through partnerships through the entire implementation journey — from initial handoff and kickoff all the way to a successful payroll launch. This role is hands-on and customer-facing, blending project management, system configuration, payroll expertise, customer training, and cross-team collaboration.

Collaborating closely with customers, partner Implementation Managers, and internal Connecteam teams, the manager ensures accurate setup and validation of employee data, time tracking, PTO, payroll rules, and payroll system integrations. Onboarding timelines are centered on the customer's first clock-in and payroll cycle, with post-launch support spanning one to three payroll cycles depending on complexity. Success relies on strong interpersonal skills, the ability to read dynamics rapidly, and maintaining trust across diverse stakeholders.

Key Responsibilities

• Manage the entire onboarding process for customers from handoff to go-live and payroll stabilization.
• Oversee a portfolio of partnership-originated customers, ensuring smooth implementation aligned with payroll schedules and training needs.
• Develop detailed implementation plans factoring in clock-in dates, payroll deadlines, and training requirements.
• Lead project kickoff, configuration setup, customer training sessions, and payroll processing activities.
• Maintain clear documentation of timelines, responsibilities, risk factors, and communicate proactively with customers.
• Conduct discovery sessions to fully understand customer workflows and translate business needs into effective Connecteam configurations.
• Design appropriate solutions for complex requirements and configure necessary integrations and account settings.
• Deliver customized training to clients and their managers on platform usage, time tracking, and payroll workflows.
• Coordinate efforts across customers, partner teams, sales, support, product, integrations, and leadership.
• Troubleshoot workflow issues, escalate risks especially those impacting payroll, and ensure thorough documentation.
• Maintain comprehensive account records, including decisions, risks, next steps, and handoff materials.

Experience and Skills Required

• Minimum 2 years in SaaS implementation, onboarding, or customer-facing roles serving SMB and mid-market clients.
• Proven project management aptitude managing multiple implementations simultaneously.
• Strong communication, presentation, and training capabilities able to convey technical concepts to varied audiences.
• Tech-savviness with quick learning curve for software products, troubleshooting, integrations, and data flow comprehension.
• Excellent organization, detail orientation, and a customer-centric mindset for managing complex projects.
• Ability to build and maintain trust with customers and cross-functional internal and external teams.
• Good problem-solving skills, sound judgment, and flexibility to adapt to changing customer needs and ambiguous situations.

Preferred Qualifications

• Experience in payroll, HRIS, workforce management, scheduling, time and attendance, or employee management software.
• Background supporting payroll implementations, PEO environments, or multi-location and multi-entity organizations.
• Familiarity with partner-led or channel-based customer support models.

Benefits

• Medical, dental, and vision insurance coverage.
• Paid leave including vacation and sick days.
• 401(k) retirement plan options.

Additional Information

Salary offered for this position is $90,000 per year.

Applications are accepted from candidates working in these states: Texas, New York, New Jersey, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.

Company Culture

• The company invests in employee development and skill training for long-term growth.
• Connecteam’s mission centers on empowering managers of all business sizes to efficiently operate their deskless workforce.
• Employees are driven to execute effectively and deliver real value to customers.
• Social events such as weekly happy hours and holiday parties foster a friendly work environment.
• A commitment to diversity and inclusive support nurtures a positive and caring workspace.