Payroll Project Lead

Homebase

United States

On-site

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Stock Options
Paid parental leave
Generous paid time off

Job summary

Homebase is seeking a Project Lead to own the onboarding and payroll implementation experience for our customers. You’ll guide small businesses from kickoff through first payroll, coordinating with Sales and an Implementation Specialist to gather data and ensure compliance.

From Salesforce records to state-by-state regulations, you’ll manage end-to-end deployments, train clients, and keep projects on schedule.

Qualifications

  • 3+ years in an Implementation, Onboarding, Payroll, or Project Management role at a SaaS company.

Responsibilities

  • Own the onboarding process from kickoff through first payroll run.
  • Work with Sales to gather required information for accurate implementation.
  • Train customers on Homebase Payroll to ensure confidence and self-sufficiency.
  • Investigate and resolve customer payroll questions by researching regulations and troubleshooting system issues.
  • Collaborate with Product and Engineering to surface feedback and improve tooling.
  • Maintain clean Salesforce records throughout every implementation.
  • Collaborate in-office Monday through Thursday.

Skills

Project management
Onboarding
Customer onboarding
Data reconciliation
Communication
AI tooling
Problem solving
Cross-functional collaboration

Tools

Salesforce
Excel/Sheets

Job description

  • We’re looking for a Project Lead who will own the process of ensuring that our customers are up and running with Homebase Payroll
  • You will work with small businesses to understand their payroll needs and work closely with sales to gather required information to ensure an accurate and compliant implementation
  • You will own the onboarding process
  • You will own this process from start to finish, including helping the customer run their first payroll with Homebase
  • You will work in tandem with an Onboarding Implementation Specialist who will be responsible for the technical tasks, along with YTD and Demographic loads
  • Own the end-to-end payroll implementation experience — you’re the customer’s primary point of contact from kickoff through first payroll run, keeping projects on track and on timeline
  • Collect and reconcile complex customer data including business entity details, employee demographics, and YTD payroll records from prior providers
  • Train customers on Homebase Payroll, ensuring they leave onboarding confident and self-sufficient
  • Investigate and resolve customer payroll questions by researching regulations, troubleshooting system issues, and partnering cross-functionally when needed
  • Collaborate with Sales to address implementation blockers that require customer follow-up
  • Surface product feedback and partner with Product and Engineering to improve customer-facing functionality and internal tooling
  • Maintain clean, accurate records in Salesforce throughout every implementation
  • Collaborate in-office Monday through Thursday
Benefits
  • Stock Options
  • Paid parental leave
  • Generous paid time off options
  • Offsites, customer days & social events
  • Work from Anywhere Month
  • Medical, dental, and vision insurance
  • 401(k) matching program
  • Pre-tax commuter benefits
  • Snacks + lunch on us at hub offices
  • MasterClass at Work for ongoing learning
  • Group health benefits coverage
  • Snacks + lunch on us at hub offices
  • Group RRSP with employer match + TFSA
  • MasterClass at Work for ongoing learning

Continuously learn and adapt as AI capabilities evolve3+ years in an Implementation, Onboarding, Payroll, or Project Management role at a SaaS company; payroll implementation experience strongly preferredMetrics-driven with a track record of hitting individual and team goalsUse data to evaluate AI performance and recommend improvementsA strong problem-solver who can navigate ambiguity, research state-by-state regulations, and find answers independentlyPartner with others to test, measure, and refine AI-driven solutionsHighly organized with a strong sense of ownership — you drive work to completion and flag risks earlyA clear, confident communicator who can translate complex payroll concepts for customers and internal stakeholders alikeHands-on experience with CRMs (e.g., Salesforce), phone systems, and basic technical troubleshootingActively use AI tools to improve implementation workflows and operational efficiencyProven project management experience managing multiple client engagements simultaneously

AI Fluency Expectations (Required) - In this role, you will be expected to:Energized by complex systems with rules that vary by state, county, and municipalityAdvanced in Excel or Google Sheets — you’re comfortable cleaning, reconciling, and working through large data sets

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