Customer Implementation Specialist - US Payroll

Peterson Ventures; Manila; On-site; PHP 3,650,000 - 5,474,000; Full time

Benefits offered by this job

Permanently Remote

Pay wired to bank account

$50 Monthly stipend

Annual Bonus

Flexible PTO

Major US/PH Holidays time off

Job summary

Workstream, a mission-driven HR, payroll, and hiring platform, is seeking a US Payroll Customer Implementation Specialist to join our Manila-based team. You will lead onboarding for small to mid-size clients, ensuring successful adoption of our software in the first 60–90 days.

You’ll need 3+ years in customer-facing SaaS implementations, US payroll exposure, and solid spreadsheet skills. You’ll collaborate across Sales, Customer Success, Product, and Engineering to deliver value and a smooth

Qualifications

• Customer-facing implementation experience: 3+ years onboarding SaaS clients.
• Payroll experience: US payroll exposure in implementation or active payroll roles.
• Basic spreadsheet/database skills and quick learner.

Responsibilities

• Define and manage the implementation program for small to mid-size clients.
• Lead end-to-end onboarding and training to drive software adoption.
• Set expectations with clients and internal stakeholders.
• Coordinate with Account Executives and Customer Success Managers on progress.
• Handle high-severity requests or escalations as needed.
• Participate in cross-functional groups to improve processes and tools.
• Lead kickoff calls daily with new customers and maintain documentation.
• Deliver user training and develop manuals to ensure independent use of features.
• Incorporate feedback to improve onboarding templates and processes.

Skills

Customer-facing

Project management

Detail oriented

Analytical skills

Strong communication

Entrepreneurial

Tech-savvy

Remote-friendly

Job description

Customer Implementation Specialist - US Payroll

Manila, Philippines

Workstream is a mission-driven company building the all-in-one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80% of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose-built for the hourly workforce from day one so that these businesses and their employees can thrive.

Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. We are a high growth series B company and quickly expanding our product portfolio to deliver on our vision. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue.

Values

Here are ourCompany Values and we’d love to have individuals who can be a culture add to our team!

What We Offer

• Permanently Remote
• Pay wired directly to your bank account
• $50 Monthly Stipend
• Annual Bonus
• Flexible PTO
• Enjoy company time off during some of the major US and PH Holidays
• Career fast track for performers and internal mobility
• Learn from a team of Stanford, MIT, Google, and Harvard alumni

Grow With Us

We are looking for a full-time, dedicated, and passionate US Payroll Customer Implementation Specialist to join our growing team. This person will be a core member of our customer success team, and will be well-positioned to succeed - the entire company from sales, customer success, product, and engineering are all aligned to make sure our customers are successful!

You will primarily lead new client onboarding for small to medium-sized clients for their first 60 to 90 days. To do this, you have empathy for people, can explain complex concepts clearly and concisely both via email and via video calls, are tech-savvy, and have the ability to ask probing questions. You will be measured on how successful clients get onboarded to Workstream via a balanced scorecard.

Day In The Life

• Define and maintain the implementation program for our small to medium clients, including timeline, stakeholders and key deliverables (including on the part of the customers), and technical requirements.
• Own the implementation process end-to-end for assigned accounts which include: successful implementation and training of the software to drive adoption by new clients
• Setting accurate expectations with clients and internal stakeholders
• Actively communicating with Account Executives and Customer Success Managers regarding client progress
• Assisting with high-severity requests or issue escalations as needed
• Participating in cross-functional groups to establish enhancements to communications, tools, and products
• Lead kickoff calls daily with new customers
• Oversee complex process design and setup
• Be an expert in Workstream, so you can guide new users and answer their questions
• Keep track of client activity, notes, and next steps clearly in our success software
• Deliver user training and develop supporting manuals and processes to ensure users understand core concepts and can independently adopt key software features
• Incorporate internal and external feedback to drive continuous improvements in the onboarding process
• Learn from your assigned clients to build and maintain templates
• Designing programs, both high and low touch, that are meaningful to our customers and help them realize value from their relationship with Workstream

Who You Are

• You love working with customers and thrive in delighting customers
• A project manager: there are many moving pieces and multiple stakeholders to manage within the customer and Workstream to help a customer go live successfully
• Detail oriented
• With good analytical skills
• A good communicator, both verbal and written. Able to explain complex concepts clearly and concisely
• Entrepreneurial, hungry, passionate and tech-savvy
• Someone with a long-term vision of working and growing with a Silicon Valley-based technology startup and stay with the team for at least 2 to 4 years
• Empathetic to customer needs
• Can adapt and remain flexible with ever-changing processes
• Able to attend occasional in-person meetings in Metro Manila
• Has a high-speed and stable primary and backup internet connection (at least 20 Mbps). Please note that we will require you to submit a document showing a screenshot of your speed test results

What You Have

• Customer-facing implementation experience: At least 3 years of experience onboarding new clients for a SaaS company, particularly managing larger, more complex customer implementations. Alternatively, customer-facing experience at a PEO, accounting firm, and such where you work directly with customers in an HR/payroll capacity is also acceptable
• Payroll experience: Experience with US payroll, either in an implementation capacity or in managing payroll in-house
• At least basic spreadsheet/database skills, and the ability to quickly learn more

Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We are committed to the full inclusion of all qualified individuals.