Onboarding Manager

Tapcheck; Plano (TX); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Tapcheck is looking for an Onboarding Manager to lead clients through the onboarding process. This includes managing expectations, configuring the platform, and ensuring data accuracy during the client's initial setup.

The successful candidate will need 3-5 years of experience in client-facing technical roles and should have strong knowledge of payroll systems and Salesforce. The role requires a detail-oriented individual who can manage multiple accounts effectively.

Qualifications

• 3–5+ years experience in onboarding, implementation, or account management.
• Strong familiarity with payroll, timekeeping, and HRIS integrations.
• Detail-oriented and organized, managing a pipeline independently.

Responsibilities

• Own onboarding from sales handoff through launch and the first 30 days.
• Serve as primary contact for aligning expectations and timelines.
• Configure Tapcheck’s platform and manage data accuracy.

Skills

Onboarding

Client Management

Salesforce

Technical Troubleshooting

Project Management

Tools

Confluence

Lucidchart

Excel

Job description

About the job

As an Onboarding Manager at Tapcheck, you’ll lead clients through the end-to-end onboarding process from sales handoff through configuration, launch, and post-launch accuracy. You’ll manage your own book of business, deliver a flawless client experience, and ensure each customer is set up correctly within Tapcheck’s platform and ecosystem.

This is a technical, operational, and client-facing role. You’ll collaborate with Sales, Product, Engineering, Support, and third‑party vendors (payroll/timekeeping providers, service bureaus) to deliver accurate configurations, troubleshoot issues, and drive predictable go‑lives. Success is measured by launch accuracy, on‑time activation, and first‑payroll execution.

You’ll also contribute to the evolution of Tapcheck’s onboarding systems, including automated, self‑service workflows through our onboarding platform (OnRamp) requiring comfort with UX/UI logic, conditional statements, and process design.

Employees located within 30 miles of Plano TX are required to be in office Tuesday through Thursday each week. If remote, ideally candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.

At this time, Tapcheck does not provide sponsorship for employment-based visas (e.g., H‑b, L‑1, TN, etc.). Therefore, candidates must already possess the right to work in the United States without the need for employment-based visa sponsorship now or in the future.

What You’ll Do

• Own onboarding from sales handoff through launch and the 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

What You’ll Bring

• 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

About Tapcheck

Tapcheck is a digital platform offering an easy and convenient way to access on‑demand earnings early. Available at no cost to employers, our app‑based on‑demand pay solution helps relieve the financial stress that many employees experience on a daily basis.

The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high‑interest payday loans or employer‑funded cash advances.

Compensation

Compensation at Tapcheck is competitive and benchmarked to your role and the market. We’re committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.

Equal Employment Opportunity Policy

Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.