Client Onboarding Manager

About Connecteam

Connecteam is recognized as a leading platform dedicated to managing deskless teams, with over 80,000 businesses globally relying on its service. Designed specifically for frontline operators managing shifts, jobs, and teams across various locations, it consolidates daily operations and team communications into a single, intuitive application. It integrates functionalities from hiring, scheduling, training, to task management and coordination, enabling teams to efficiently manage daily workflows. Funded with over $220 million from prominent investors, Connecteam is rapidly expanding worldwide, enhancing the efficiency and connectivity of frontline workforces.

Role Overview

The Client Onboarding Manager acts as the primary guide for new customers acquired through partnerships, facilitating their seamless adoption of Connecteam’s platform. This role encompasses end-to-end implementation, starting from initial handoff, through kickoff, to successful payroll launch and initial payroll stabilization. It involves hands-on project management, system configuration, in-depth understanding of payroll processes, customer training, and coordination across multiple functions and teams.

Key Responsibilities

• Lead and manage the entire onboarding journey for partner-originated customers from internal handoff to go-live and the completion of initial payroll cycles.
• Develop and execute comprehensive implementation plans aligned with first clock-in dates, payroll schedules, training needs, and payroll-processing deadlines.
• Conduct kickoff meetings, platform setup, client training, and oversee payroll processing.
• Maintain transparent timelines, assign responsibilities, track next steps, identify risks, and communicate clearly with customers throughout implementation.
• Engage in discovery and solution design by understanding customer workflows and translating business requirements into effective Connecteam configurations.
• Configure system settings and integrations to suit complex client needs and ensure accurate data flow.
• Deliver tailored training sessions on the Connecteam platform, time tracking, and payroll workflows adapted to the customer's organizational size and complexity.
• Collaborate closely with partner Implementation Managers and internal teams including Sales, Support, Product, Integrations, and leadership to ensure a cohesive process.
• Investigate and troubleshoot issues across workflows, escalate payroll-related risks with appropriate documentation, and maintain detailed records of account configurations and project updates.

Required Qualifications & Skills

• Minimum of two years in customer-facing SaaS roles focused on implementation or onboarding, particularly with SMB and mid-market clients.
• Proven project management capabilities handling multiple concurrent implementations effectively.
• Exceptional communication and presentation skills capable of conveying technical information to varied audiences.
• Strong aptitude for quickly learning software systems, troubleshooting, and understanding integrations and data flows.
• Meticulous organizational skills, attention to detail, and a customer-centered mindset for managing complex projects.
• Ability to cultivate and maintain trusted relationships with customers and cross-functional teams in a dynamic environment.
• Effective problem-solving skills, sound judgment, and capacity to handle ambiguity and evolving customer needs.

Preferred Experience

• Background in payroll, HRIS, workforce management, scheduling, time & attendance, or employee management software platforms.
• Experience with payroll implementations, PEO environments, or managing multi-location/multi-entity clients.
• Familiarity working within partner-led or channel sales environments.

Benefits

• Comprehensive medical, dental, and vision insurance coverage.
• Paid vacation, sick leave, and holidays.
• 401(k) retirement plan participation.

Additional Information

Salary is set at $90,000 annually. This position is available to applicants residing in Texas, New York, New Jersey, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia. Connecteam fosters a supportive and inclusive workplace culture emphasizing professional growth, impact, teamwork, and enjoyment. The company values long-term investment in employees, delivering tools to enhance workforces and encouraging a fun, collaborative atmosphere.