Onboarding Specialist

Netchex

Covington (LA)

Remote

USD 65,000 - 90,000

Full time

4 days ago
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Job summary

Netchex is seeking an Onboarding Specialist (remote) to drive client onboarding from data pulls to platform activation. You will serve as a direct client contact, coordinate across teams, and ensure timely, accurate delivery of onboarding milestones.

The role emphasizes detail orientation, organization, and the ability to juggle multiple projects. Legal work eligibility in the U.S. is required, with no visa sponsorship offered.

Qualifications

  • 3-5 years of experience in client-facing project coordination, onboarding, implementation, or payroll/HR services
  • Experience extracting, formatting, and validating data within a client platform
  • Strong MS Excel and MS Office Suite skills
  • Excellent organizational and prioritization skills
  • Strong problem-solving and customer-service orientation
  • Able to manage multiple onboarding projects concurrently
  • Excellent verbal and written communication skills
  • Payroll/financial services background preferred
  • FPC or related certifications preferred

Responsibilities

  • Own data pulls, historical formatting, and reporting across the onboarding lifecycle
  • Coordinate touchpoints across onboarding projects and act as client liaison
  • Configure Netchex payroll platform and activate client assets
  • Perform quality-control reviews of onboarding deliverables
  • Manage data entry and reporting within client platform
  • Collaborate with COE and project management teams
  • Support end-to-end onboarding for enterprise accounts across multiple workstreams

Skills

Project coordination
Client-facing communication
Data extraction/formatting
Organizational skills
Multitasking
Time management
Attention to detail
Payroll/HR knowledge
Verbal/written communication

Tools

Microsoft Excel
Microsoft Office Suite

Job description

The Role

As a Onboarding Specialist (remote) on Netchex's Payroll Onboarding team, you'll be the connective tissue for our clients' onboarding journey — owning data pulls, coordinating across internal teams, and making sure every project moves forward accurately and on time. This is a hands-on role for someone who's detail-oriented, organized, and energized by juggling multiple projects at once, with real runway to grow and develop.

**Candidates must currently reside in the United States and must be legally authorized to work in the U.S. on a full-time basis. This role does not offer visa sponsorship, and candidates requiring sponsorship now or in the future will not be considered.**

Key Responsibilities
  • Own client data pulls, historical data formatting, and reporting throughout the onboarding lifecycle
  • Serve as a direct point of contact for clients, coordinating key touchpoints across each onboarding project
  • Configure Netchex's payroll platform and activate all client assets within the system
  • Perform quality-control reviews of onboarding deliverables in support of HR and Payroll Onboarding Leads
  • Manage data verification, entry, and reporting within a professional client platform
  • Collaborate cross-functionally with the Center of Excellence (COE) and project management teams
  • Support end-to-end onboarding for enterprise-account clients across multiple, concurrent workstreams
What We Are Looking For
  • 3-5 years of experience in client-facing project coordination, onboarding, implementation, or a related payroll/HR services role
  • Prior experience extracting, formatting, and validating data within a client platform
  • Proficient/above-average skills in Microsoft Excel and the broader Microsoft Office Suite
  • Strong customer service orientation with a track record of problem resolution
  • Excellent organizational, planning, interpersonal, and prioritization skills
  • Accurate data entry and quality-control review abilities
  • Ability to multi-task and prioritize across multiple concurrent projects
  • Excellent verbal and written communication skills
  • Prior experience in the payroll, financial, or related service industry preferred
  • Fundamentals of Payroll Certification (FPC) or other related certifications preferred
What You'll Gain
  • End-to-end exposure to client onboarding projects across the full implementation lifecycle — not limited to a single workstream
  • Direct, hands-on ownership of onboarding support for enterprise-account clients
  • Close collaboration with the COE, Onboarding, and Project Management teams
  • A clear path forward — high performers often move into Onboarding Lead (Payroll or HR) roles
  • Training and mentorship to build deep expertise in payroll platform configuration and client data management
  • A front-row seat to how Netchex delivers quality service at scale

How We Show Up at Netchex. Our culture is built on behaviors we commit to every day, in every role:

  • Win Together: We operate as one team with one mission. Collaboration over silos, always.
  • Deliver Results: We own outcomes. No excuses - just accountability and impact.
  • Raise the Bar: We pursue progress relentlessly. Better today; stronger tomorrow.
  • Decide and Drive: We take action with clarity and confidence. Perfection isn’t the goal - momentum is.
  • Bring the Energy: We show up with positivity and intention. Because the right mindset fuels performance.

Netchex is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other legally protected status. Our hiring decisions are based on qualifications, merit, and business needs. If you require reasonable accommodation during the application or interview process, please let us know. We believe that diversity drives innovation, and we welcome applicants from all backgrounds to join our team.

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