Onboarding Manager

Jobtailor; Alabama; On-site; USD 70,000 - 105,000; Full time

Job summary

Jobtailor is seeking a skilled Onboarding & Implementation Specialist to lead client launches from sales handoff through the first 30 days post-go-live. You will be the main contact aligning expectations, timelines, and technical requirements across cross-functional teams.

In this role, you will configure platforms, manage data accuracy, troubleshoot integrations, and partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and stabilize customers early in their lifecycle.

Qualifications

• 3–5+ years in onboarding, implementation, account management, or similar client-facing technical roles.
• Enterprise experience preferred for senior candidates.
• Strong familiarity with payroll, timekeeping, HRIS, or financial data integrations.
• High proficiency in Salesforce, documentation tools (Confluence, Lucidchart), and Excel.
• Strong technical troubleshooting skills and comfort navigating multiple platforms.
• Detail-oriented, organized, and able to independently manage a pipeline of accounts.
• Exceptional verbal and written communication skills.
• Experience with workflow logic, if/then conditions, or platform configuration is a plus.
• Collaborative, solutions-oriented mindset with strong ownership.

Responsibilities

• Own onboarding from sales handoff through launch and first 30 days post-go-live.
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements.
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams.
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools.
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency.
• Work with third-party vendors when resolving complex or enterprise-level setups.
• Validate deductions, sync behavior, and critical data flows after launch.
• Identify and resolve issues quickly to stabilize clients within their first 30 days.
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability.
• Maintain and refine documentation, SOPs, and onboarding tooling.
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp.

Skills

Onboarding

Implementation

Account Management

Salesforce

Technical Troubleshooting

Data Integrations

Documentation

Communication

Workflow Logic

Stakeholder Collaboration

Tools

Confluence

Lucidchart

Excel

Job description

Responsibilities

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data‑flow issues with urgency
• Work with third‑party vendors when resolving complex or enterprise‑level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Requirements

• 3–5+ years experience in onboarding, implementation, account management, or similar client-facing technical roles
• Enterprise experience preferred for senior candidates
• Strong familiarity with payroll, timekeeping, HRIS, or financial data integrations
• High proficiency in Salesforce, documentation tools (Confluence, Lucidchart), and Excel
• Strong technical troubleshooting skills and comfort navigating multiple platforms
• Detail‑oriented, organized, and able to independently manage a pipeline of accounts
• Exceptional verbal and written communication skills
• Experience working with workflow logic, if/then conditions, or platform configuration is a plus
• Collaborative, solutions‑oriented mindset with strong ownership