Client Onboarding Manager

Connecteam

New York (NY)

On-site

USD 85,000 - 120,000

Full time

13 days ago

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Job summary

Connecteam is seeking an Onboarding Manager to guide new customers from partnership handoff through a successful payroll launch. This client-facing, hands-on role blends project management, system configuration, payroll-process understanding and cross-functional coordination.

You will work with customers and partner Implementation Managers and internal Connecteam teams to ensure employee data, time tracking, PTO, payroll rules and payroll integrations are configured correctly for a smooth

Qualifications

  • Experience managing onboarding and implementation projects for payroll-related software.
  • Strong cross-functional coordination and communication.
  • Ability to translate client requirements into Connecteam configurations.

Responsibilities

  • Own the customer onboarding process from handoff to go-live and payroll stabilization.
  • Lead discovery and solution design to translate workflows into Connecteam setup.
  • Configure integrations and account settings for Connecteam.
  • Deliver training and manage stakeholders across customer, partner, Sales, Support, Product and Leadership.
  • Troubleshoot issues and escalate payroll-impacting risks with the appropriate owner.

Skills

Project management
Customer onboarding
Payroll knowledge
Cross-functional collaboration
Training delivery
Connecteam

Tools

Connecteam

Job description

Who Connecteam is

Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses worldwide.

Who Connecteam is

Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses worldwide.

We built Connecteam for real operators - the people running shifts, jobs, and teams across stores and sites. The kind of work that doesn't happen behind a desk, and doesn't have time for messy spreadsheets, scattered group chats, or tools that don't talk to each other.

Connecteam brings daily operations and team communication into one intuitive app - from hiring and scheduling to training, tasks, and day-to-day coordination. It gives teams the clarity and control to run the day, shift after shift, job after job.

Backed by $220M+ from Insight Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding worldwide - empowering frontline teams to work smarter, stay connected, and operate with greater efficiency.

About The Role

The Onboarding Manager guides new customers who come from a partnership, through the implementation of Connecteam, from initial handoff and kickoff through a successful payroll launch. This is a customer-facing, hands-on implementation role combining project management, system configuration, payroll-process understanding, customer training and cross-functional coordination.

The Onboarding Manager works closely with customers, in collaboration with the partner's Implementation Managers and internal Connecteam teams to ensure employee data, time tracking, PTO, payroll rules and payroll system integrations are configured and validated correctly. The primary goal is to deliver a smooth onboarding experience while ensuring employees are paid accurately and on time.

Implementations are payroll-first and planned around the customer's first clock-in date, payroll schedule and go-live timeline. Depending on account size and complexity, the Onboarding Manager may continue supporting the customer through the first one to three payroll cycles.

Success in this role requires more than technical knowledge. The Onboarding Manager must be highly perceptive, able to read people and situations quickly, and skilled at navigating complex interpersonal dynamics while maintaining trust across multiple internal and external teams.

Key Responsibilities
  • Own the customer onboarding process
    • Manage a book of business of customers that came from the partnership, from internal handoff through go-live and initial payroll stabilization.
    • Build implementation plans around first clock-in, payroll periods, training requirements and payroll-processing deadlines.
    • Lead kickoff, setup, training and client's payroll.
    • Maintain clear timelines, responsibilities, next steps, risks and customer communication throughout each project.
  • Lead discovery and solution design
    • Understand the customer's workflows.
    • Translate business requirements into a practical Connecteam setup.
    • Identify complex requirements and suit the right solution with the design of the relevant setup.
  • Configure integrations
    • Configure relevant Connecteam account settings.
    • Set up and manage the integration.
  • Deliver training and manage stakeholders
    • Train clients on Connecteam platform and integration process.
    • Train managers on time tracking and payroll workflows using Connecteam.
    • Adapt the training plan to customer size, structure and complexity while keeping sessions practical and process-focused.
    • Work closely with the assigned partner Implementation Manager.
    • Coordinate clearly across customers, partner, Sales, Support, Product, Integrations and leadership.
  • Troubleshoot, elevate and document
    • Investigate issues across the full workflow.
    • Determine issue owner and route it appropriately.
    • Escalate payroll-impacting risks with
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