SMB Onboarding Manager

Connecteam; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Connecteam is seeking an SMB Onboarding Manager to lead new customers through the critical onboarding phase, ensuring successful adoption of our deskless-operations platform.

You will deliver tailored trainings, guide clients to early wins, and help establish strong usage habits that drive retention and satisfaction. This role requires 2+ years in SaaS onboarding, with a focus on SMB clients and a startup-friendly attitude.

Qualifications

• 2+ years in SaaS onboarding, implementation, or customer-facing roles.
• Experience working with SMB clients is a plus.
• Strong presentation and training abilities.
• Tech-savvy with ability to learn and explain software quickly.
• Highly organized with multi-project management skills.

Responsibilities

• Manage end-to-end onboarding for SMB customers from kickoff to activation.
• Deliver tailored training to configure Connecteam per client needs.
• Guide customers to quick wins to boost adoption and value.
• Establish usage habits that drive retention and satisfaction.
• Identify at-risk clients early and create proactive churn-mitigation plans.

Skills

SaaS onboarding

Training & presentation

Customer-focused

Multi-project management

High energy & empathy

Job description

Customer Success | North Carolina, United States

Who Connecteam is:

Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses worldwide.

We built Connecteam for real operators - the people running shifts, jobs, and teams across stores and sites. The kind of work that doesn’t happen behind a desk, and doesn’t have time for messy spreadsheets, scattered group chats, or tools that don’t talk to each other.

Connecteam brings daily operations and team communication into one intuitive app - from hiring and scheduling to training, tasks, and day-to-day coordination. It gives teams the clarity and control to run the day, shift after shift, job after job.

Backed by $220M+ from Insight Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding worldwide - empowering frontline teams to work smarter, stay connected, and operate with greater efficiency.

About the Role:

As Connecteam’s SMB Onboarding Manager, you will lead customers through their first and most critical phase with our product - onboarding. You’ll partner with small and growing businesses to ensure they successfully adopt and implement Connecteam’s solution, driving measurable value and setting the foundation for long-term success.

Key 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.

Experience & Skills

• 2+ years of experience in SaaS onboarding, implementation, or customer-facing roles - MUST
• Experience working with SMB clients - strong advantage
• 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!

Salary range: 70K-90K

We are accepting applications from employees working in the following states: Texas, New York, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.

Joining Connecteam Is The Smart Move:

• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties.
• We make an impact on our customer’s business. We are on a mission to provide managers of all business types and sizes with the tools they need to communicate, operate, engage, and run their deskless workforce. Our product offers them an effective and affordable solution to run their business.
• We get the job done. Connecteam employees are passionate in executing their job duties so they can drive the company forward and provide real value to our customers.
• We have fun! From weekly happy hours to holiday parties, we always enjoy each other’s company (and good food, of course). Connecteam is like one big, happy family!
• Everyone is welcome. Connecteam is committed to building an encouraging, caring, and supportive environment. We share a responsibility to support our team and enrich their lives.

Together we will shape the future of work!