Client Onboarding Manager

Company Overview

Connecteam is a top platform facilitating management of deskless teams, trusted globally by over 80,000 businesses. The platform is designed for frontline operators managing shifts, jobs, and teams outside office desks—eliminating scattered tools like spreadsheets and chats by integrating communication and daily operations in a single app. Supported by over $220 million in funding, Connecteam is rapidly growing to help frontline teams work smarter and more efficiently.

Role Summary

The Client Onboarding Manager leads the onboarding of new clients introduced through partnerships, guiding them through Connecteam’s implementation from project handoff to successful payroll execution. This hands-on, customer-facing role blends project management, system setup, payroll process expertise, client training, and collaboration with internal teams to ensure accurate payroll and smooth client adoption.

Key Duties and Responsibilities

• Manage customer onboarding end to end for partner-originated accounts, ensuring smooth transition through kickoff, setup, training, and initial payroll stabilization.
• Create implementation plans aligned with first clock-in, payroll schedules, training needs, and deadlines.
• Lead kickoff meetings, system configurations, client training sessions, and payroll launches with clear communication throughout.
• Gather detailed client requirements, translate workflows into practical Connecteam setups, and design tailored solutions addressing complex needs.
• Configure Connecteam account settings, payroll system integrations, and manage these integrations effectively.
• Train clients and managers on platform use, payroll, and time tracking processes, adapting materials for customer size and complexity with process-oriented sessions.
• Coordinate closely with partners, sales, support, product, integrations, and leadership teams for seamless project execution.
• Troubleshoot issues using comprehensive workflow investigation, accurately document challenges, indicate ownership, and escalate payroll-critical risks as needed.
• Maintain thorough records including architecture decisions, risk assessments, next steps, and comprehensive project documentation.

Candidate Profile and Required Expertise

• Minimum 2 years of experience in SaaS implementation or onboarding roles, focused on SMB and mid-market clients.
• Exceptional project management ability, juggling multiple implementations and priorities effectively.
• Strong communication skills with talent in delivering presentations and training to both technical and non-technical users.
• Technical aptitude for rapid software learning, troubleshooting, understanding of integrations and data flows.
• Outstanding organizational skills, keen attention to detail, and commitment to customer success during complex implementations.
• Proven relationship-building skills to foster trust with customers, partners, and internal colleagues in a fast-paced environment.
• Strong analytical and problem-solving capabilities with sound judgment and adaptability to evolving customer requirements.

Preferred Background

• Experience in payroll systems, HRIS, workforce management, scheduling, time and attendance, or employee management platforms.
• Familiarity with payroll implementations, Professional Employer Organizations (PEO), or multi-location/multi-entity company environments.
• Background working within partner-led or channel-based customer frameworks.

Compensation and Benefits

• Salary of $90,000 per year.
• Comprehensive medical, dental, and vision insurance coverage.
• Paid time off including vacation and sick leave.
• 401(k) retirement plan offerings.

Additional Information

Applications are welcomed from candidates located in Texas, New York, New Jersey, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.

Company Culture and Values:

• Commitment to employee growth by investing in ongoing training to enable team members to exceed in their roles.
• Focus on delivering impactful solutions that help managers operate and engage deskless workforces efficiently.
• Driven, passionate team environment dedicated to executing responsibilities and advancing company goals.
• Positive workplace atmosphere including regular social events and a welcoming, supportive culture.
• Inclusive environment emphasizing mutual support and enrichment of every team member.

Together, Connecteam aims to innovate the future of work.