Client Onboarding Manager

Payactiv, Inc.; Milpitas (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Tuition reimbursement

Gym reimbursement

Paid time off

Paid family leave (CA)

Unlimited PTO

Complimentary office lunches

Career growth opportunities

Job summary

Payactiv, Inc. in Milpitas, CA seeks a Client Onboarding Manager to lead onboarding for employer clients, bridging sales to launch and driving adoption. You will coordinate with Activation/Product/Engineering/Support/Finance/Marketing to deliver value quickly.

Candidates bring 3–5 years in SaaS/fintech onboarding or customer success, strong communication, and a proven ability to manage multiple implementations with HR clients. Strong project management and risk mitigation are essential.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• 3–5 years of experience in Customer Success, Onboarding, Implementation, or Account Management within B2B or B2B2C SaaS/fintech.
• Experience working with HR / employer-based clients preferred.
• Strong project management and organizational skills with ability to manage multiple implementations simultaneously.
• Excellent problem-solving and risk management capabilities.
• Strong communication skills with the ability to present and influence executives.
• Proven ability to manage customer relationships and deliver high-quality service.
• Analytical mindset with ability to interpret data and drive actions.
• Experience with CRM tools such as Salesforce.
• AI-enabled mindset and familiarity with leveraging AI tools to enhance customer engagement, insights, and operational efficiency.

Responsibilities

• Own and manage end-to-end onboarding for new employer clients.
• Establish timelines, milestones, and expectations for smooth implementation.
• Coordinate onboarding activities and ensure timely completion of all requirements.
• Serve as primary client contact during onboarding with HR and executives.
• Build strong relationships with customer stakeholders and drive engagement.
• Provide product training, guidance, and best practices to support adoption.
• Maintain onboarding progress docs and communicate status across teams.
• Identify risks early, manage escalations, and drive timely resolutions.
• Partner with cross-functional teams to translate requirements into delivery.
• Ensure high customer satisfaction and foundation for long-term retention.

Skills

Project management

Customer success

Onboarding experience

Account management

Communication

Risk management

Data-driven decisions

Problem-solving

SaaS/fintech knowledge

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce

Job description

Who we are…

We are Payactiv, a FinTech company in the heart of Silicon Valley, devoted to giving workers access to their earned wages when they need them. Payactiv is the pioneer and industry leader in Earned Wage Access. We are the only Certified B Corporation and Public Benefit Corporation in our industry. Our app provides millions with financial services that help them avoid debt, manage their finances, and regain flexibility to pay for things on their own schedule.

What you will do….

As a Client Onboarding Manager at Payactiv, you will lead the successful onboarding of new employer clients, ensuring a seamless transition from sales to Launch. You will partner with internal teams and customer stakeholders to drive implementation, deliver an excellent onboarding experience, and set the foundation for long-term success and product adoption.

This role is critical in ensuring clients realize value quickly by combining project management, customer engagement, and product expertise.

Key Responsibilities:

Onboarding & Implementation

• Own and manage the end-to-end onboarding process for new employer clients
• Establish clear timelines, milestones, and expectations to ensure a smooth implementation
• Coordinate onboarding activities and ensure timely completion of all requirements
• Serve as the primary point of contact for clients during onboarding
• Build strong relationships with customer stakeholders, including HR teams and executives
• Conduct regular onboarding and follow-up calls to drive engagement and progress
• Provide product training, guidance, and best practices to support adoption

Project Management & Execution

• Maintain clear documentation and track onboarding progress across accounts (e.g., Salesforce)
• Communicate status updates internally and ensure alignment across teams
• Identify risks early, manage escalations, and drive timely resolution

Cross-Functional Collaboration

• Partner with Activation, Product, Engineering, Support, Finance, and Marketing teams
• Translate customer requirements and coordinate delivery through internal teams
• Collaborate closely with Sales and Client Success teams to ensure a smooth handoff
• Proactively identify and mitigate onboarding risks to ensure successful outcomes
• Ensure high levels of customer satisfaction throughout the onboarding journey
• Set the foundation for long-term retention and success post-onboarding

Performance & Continuous Improvement

• Meet and exceed onboarding KPIs such as time-to-launch, adoption, and customer satisfaction
• Provide feedback to improve onboarding processes, tools, and customer experience

What you need…

• Bachelor’s degree or equivalent work experience
• 3–5 years of experience in Customer Success, Onboarding, Implementation, or Account Management within B2B or B2B2C SaaS/fintech
• Experience working with HR / employer-based clients preferred
• Strong project management and organizational skills with ability to manage multiple implementations simultaneously
• Excellent problem-solving and risk management capabilities
• Strong communication skills with the ability to present and influence stakeholders, including executives
• Proven ability to manage customer relationships and deliver high-quality service
• Analytical mindset with ability to interpret data and drive actions
• Experience with CRM tools such as Salesforce
• AI-enabled mindset and familiarity with leveraging AI tools to enhance customer engagement, insights, and operational efficiency

What we Offer…

• Company Sponsored Health, Dental and Vision insurance
• 401K, traditional and Roth with employer match
• Tuition Assistance or Tuition Reimbursement
• Monthly Gym Reimbursement
• Paid time off to volunteer
• Paid Family Leave (California)
• Unlimited Paid Time Off
• Complimentary office lunches
• Opportunity to grow
• Opportunity to work with a great team committed to making a difference.
• Salary Range: $85K to $105K plus Commission