Enterprise Client Onboarding Specialist

Payactiv; Milpitas (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401K with company match

Tuition assistance or reimbursement

Gym reimbursement

Paid time off to volunteer

Paid family leave

Unlimited PTO

Complimentary office lunches

Career growth opportunities

Impact‑driven mission

User‑centric culture

Fast‑growing fintech

Salary range: $85,000 to $100,000 plus

Job summary

Payactiv, Inc. is seeking an Enterprise Client Onboarding Specialist to drive onboarding and activation for enterprise clients from our Milpitas, CA office. You will collaborate across Sales, Product, Payroll, Compliance, and Tech to ensure seamless implementation and launch success.

The role requires a strategic mindset, a customer advocate approach, and a strong technical background in financial products to deliver exceptional user experiences.

Qualifications

• Bachelor’s degree in business, communications, operations, marketing, or related field or an equivalent combination of education and experience.
• 2+ years of experience in client onboarding, implementation, customer success, project coordination, or related role.
• Experience managing multiple projects, implementations, or client relationships simultaneously.
• Experience working with CRM platforms, preferably Salesforce.
• Experience in fintech, financial services, payroll, HR technology, SaaS, or related industries preferred.

Responsibilities

• Serve as the primary point of contact for enterprise clients during onboarding and activation.
• Communicate effectively to escalate concerns and launch issues.
• Monitor KPIs and launch performance, adjusting as needed.
• Lead onboarding, implementation, and activation meetings with clients and internal teams.
• Ensure documentation, configurations, integrations, and approvals are completed before launch.
• Conduct post-launch reviews to identify opportunities for improvement.
• Coordinate with Sales, Customer Success, Product, Operations, Payroll, Benefits, Compliance, and Tech teams.

Skills

Client onboarding

Project coordination

CRM

Cross-functional collaboration

Communication

Problem solving

Education

Bachelor’s degree or higher

Tools

Salesforce

Job description

Who We Are…

Payactiv, Inc. is a leading financial technology company revolutionizing the way workers access and manage their earnings. As the pioneer of Earned Wage Access (EWA), we empower employees with real-time financial flexibility while enabling businesses to improve workforce engagement and productivity. Our mission is to provide inclusive financial wellness solutions that improve the lives of millions of workers.

Who We Are…

Payactiv, Inc. is a leading financial technology company revolutionizing the way workers access and manage their earnings. As the pioneer of Earned Wage Access (EWA), we empower employees with real-time financial flexibility while enabling businesses to improve workforce engagement and productivity. Our mission is to provide inclusive financial wellness solutions that improve the lives of millions of workers.

Payactiv is seeking an Enterprise Client Onboarding Specialist based in our Milpitas CA office, who is passionate about creating user‑centric fintech solutions that empower businesses and workers alike. This role requires a strategic thinker and customer advocate who thrives in a fast‑paced environment and excels at cross‑functional collaboration. The ideal candidate will have a strong technical background, a deep understanding of financial products, and a relentless focus on delivering exceptional user experiences.

What You Will Do…

• Serve as the primary point of contact for enterprise clients throughout the onboarding and activation process.
• Able to communicate effectively: escalation concerns, client concerns, launch concerns.
• Monitor and adjust performance based on individual KPIs (launch errors, launch time, DC, pilot duration, launch ownership, etc).
• Launching clients with maximum eligibility to capture maximum enrollments. No delays from the target go live date.
• Able to creatively and critically think about client issues and provide solutions
• Build a customer service‑oriented culture - be eager to help the client launch Payactiv services successfully.
• Manage multiple client implementations simultaneously, ensuring milestones, deliverables, and target launch dates are achieved.
• Lead onboarding, implementation, and activation meetings with clients and internal stakeholders.
• Ensure clients are launched with maximum eligibility to support optimal enrollment and adoption outcomes.
• Monitor client readiness and ensure all required documentation, configurations, integrations, and approvals are completed prior to launch.
• Conduct post‑launch reviews to evaluate implementation success and identify opportunities for improvement.
• Effectively communicate launch status, project updates, risks, and timelines to clients and internal stakeholders.
• Address client concerns and escalations promptly while identifying and implementing appropriate solutions.
• Partner with Sales, Customer Success, Product, Operations, Payroll, Benefits, Compliance, Technical, and other internal teams to ensure successful client launches.

• Ensure activation records, project notes, and client documentation are accurately maintained and updated in Salesforce and other systems.
• Monitor and manage performance against established KPIs, including launch accuracy, implementation timelines, enrollment outcomes, pilot performance, and client satisfaction.

• Demonstrate accountability, ownership, and a collaborative approach to achieving team and company objectives.

What You Need…

• Bachelor’s degree in business administration, Communications, Operations, Marketing, or a related field; or an equivalent combination of education and experience.
• 2+ years of experience in client onboarding, implementation, customer success, project coordination, account management, or a related customer‑facing role.
• Experience managing multiple projects, implementations, or client relationships simultaneously.
• Experience working with CRM platforms, preferably Salesforce.
• Experience in fintech, financial services, payroll, HR technology, SaaS, or related industries preferred.

What We Offer…

• Company sponsored Health, dental, and vision insurance
• 401K, traditional, and Roth with company match
• Tuition Assistance or Tuition Reimbursement
• Monthly Gym Reimbursement
• Paid time off to volunteer
• Paid Family Leave
• Unlimited Paid Time Off
• Complimentary office lunches
• Opportunity to work with a great team committed to making a difference.
• Career Growth: Take on high‑impact responsibilities with ample opportunities for leadership and advancement.
• Impact‑Driven Mission: Be part of a company dedicated to improving financial wellness for millions of workers.
• User‑Centric Culture: Build products that genuinely improve people’s lives by prioritizing user experience and accessibility.
• Fast‑Growing Fintech: Work in a dynamic environment at the forefront of financial innovation.
• Salary Range: $85,000 to $100,000 plus Bonus