Client Onboarding & Payroll Lead

Connecteam; Utah; On-site; USD 76,500 - 103,500; Full time

Benefits offered by this job

Medical, dental, & vision coverage

Paid time off for vacation, sick days

401k

Job summary

Connecteam is seeking an Onboarding Manager to guide new customers from partnership handoff through implementation, ensuring payroll launch and accurate payments. This is a hands-on, customer-facing role combining project management, system configuration, payroll-process understanding, training, and cross-functional coordination.

You will work with partners and internal teams to configure employee data, time tracking, PTO, payroll rules, and integrations, aiming for a smooth onboarding and

Qualifications

• 2+ years of experience in implementation, onboarding, customer facing SaaS role with SMB & Mid Market client sizes.
• Strong project management skills with the ability to manage multiple customer implementations and priorities simultaneously.
• Excellent communication, presentation, and training skills with the ability to explain technical concepts to both technical and non-technical audiences.
• Tech-savvy with the ability to quickly learn software, troubleshoot issues, and understand integrations and data flows.
• Strong organizational skills, attention to detail, and a customer-first approach when managing complex implementations.
• Ability to build trusted relationships with customers, internal teams, and external partners in a fast-paced environment.
• Strong problem-solving skills, sound judgment, and the ability to navigate ambiguity and changing customer needs.

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, escalates and document
• Investigate issues across the full workflow.
• Determine issue owner and route it appropriately
• Escalate payroll-impacting risks with clear documentation
• Maintain accurate account records, architecture decisions, risks, next steps and handoff documentation.

Skills

Onboarding

Project management

Customer-facing SaaS

Payroll/process knowledge

Training & communication

Cross-functional coordination

Job description

Connecteam is seeking an Onboarding Manager to guide new customers from partnership handoff through implementation, ensuring payroll launch and accurate payments. This is a hands-on, customer-facing role combining project management, system configuration, payroll-process understanding, training, and cross-functional coordination.

You will work with partners and internal teams to configure employee data, time tracking, PTO, payroll rules, and integrations, aiming for a smooth onboarding and