SMB Onboarding & Adoption Lead

Connecteam; Charleston (SC); On-site; USD 70,000 - 90,000; Full time

Job summary

Connecteam is seeking an SMB Onboarding Manager to guide small and growing businesses through the critical onboarding phase of our deskless workflow platform. You will partner with clients to tailor configurations, deliver targeted training, and drive rapid value adoption so they realize measurable outcomes from day one.

Your role focuses on end-to-end onboarding, ensuring scalable processes, and establishing strong usage habits to reduce churn in a fast-paced startup environment.

Qualifications

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles.
• Experience working with SMB clients is a strong plus.
• Strong presentation and training skills.
• Tech-savvy with the ability to quickly learn and explain software solutions.
• High level of organization and ability to manage multiple onboarding projects simultaneously.
• A team player who thrives in a dynamic, fast-paced startup environment.
• Positive attitude, empathy, and high energy.

Responsibilities

• Managing the end-to-end onboarding process for SMB customers, from kick-off call to activation.
• Delivering tailored training sessions to help clients configure and implement Connecteam based on their unique business needs.
• Guiding customers to quick wins that showcase the platform’s value and increase adoption.
• Ensuring customers establish strong usage habits that drive retention and satisfaction.
• Identifying at-risk clients early and creating proactive strategies to mitigate churn.

Skills

SaaS onboarding

SMB client experience

Presentation & training

Tech-savviness

Organization & multi-project mgmt

Team player

Positive attitude & energy

Job description

Connecteam is seeking an SMB Onboarding Manager to guide small and growing businesses through the critical onboarding phase of our deskless workflow platform. You will partner with clients to tailor configurations, deliver targeted training, and drive rapid value adoption so they realize measurable outcomes from day one.

Your role focuses on end-to-end onboarding, ensuring scalable processes, and establishing strong usage habits to reduce churn in a fast-paced startup environment.