SaaS Onboarding & Configuration Lead

SD Solutions; Colombia; Presencial; COP 187.447.000 - 281.171.000; Jornada completa

Descripción de la vacante

SD Solutions is seeking a talented Professional Services Manager to lead client onboarding and real-time configuration of our Connecteam-based platform. You will meet clients via video calls, translate requirements into precise setups, and ensure accounts are ready for daily operations.

Responsibilities include leading live onboarding, configuring time clocks, schedules, PTO, payroll policies, data imports, and thorough QA before go-live.

Formación

• 1+ year of experience in SaaS onboarding, implementation, professional services, technical support, or back-office configuration.
• Strong technical aptitude and exceptional attention to detail.
• Native or near-native English level with excellent presentation and communication skills.
• Confidence working directly with customers (often non-technical frontline managers).
• Ability to break down complex requirements into clear, actionable steps.

Responsabilidades

• Lead live onboarding and training sessions with customers via video calls (Zoom / Google Meet).
• Configure Connecteam based on provided requirements (live and offline): time clocks, attendance rules, schedules, PTO, payroll policies, forms, checklists, permissions, groups, roles.
• Build and set up schedules, rules, forms, templates, and policies.
• Upload and manage employee data accurately (via Excel/CSV imports, data migrations).
• Assist customers with data transitions (e.g., importing schedules from Excel).
• Perform QA and review of setups before go-live; identify blockers and missing inputs early.
• Advise customers on best practices to ensure successful adoption.
• Document everything configured and remaining action items clearly.
• Coordinate with Customer Success, Online/Offline teams for smooth handoffs and follow-ups.
• Ensure the customer’s account is ready for daily operations immediately after onboarding.

Conocimientos

SaaS onboarding

Customer-facing communication

Attention to detail

Tech-savvy

English proficiency

US hours availability

Herramientas

Notion

Google Docs

Descripción del empleo

SD Solutions is seeking a talented Professional Services Manager to lead client onboarding and real-time configuration of our Connecteam-based platform. You will meet clients via video calls, translate requirements into precise setups, and ensure accounts are ready for daily operations.

Responsibilities include leading live onboarding, configuring time clocks, schedules, PTO, payroll policies, data imports, and thorough QA before go-live.