Client Onboarding Manager

Connecteam

. Own the customer onboarding process from internal handoff through go-live and initial payroll stabilization .

Posted 11/3/2026full-timeRemote • United StatesJuniorMid-Level💰 $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer onboarding processes and implementing solutions tailored to client needs, with a strong focus on communication, training, and project management. Proficient in configuring software platforms and managing integrations while maintaining a customer-first approach.

Highest-signal resume keywords

Customer Onboarding ManagementProject Management SkillsConnecteam ConfigurationTraining and Presentation SkillsProblem-Solving Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Implementation ExperienceSaaS ExperiencePayroll ProcessingHRIS KnowledgeWorkforce ManagementData Flow UnderstandingIntegration ManagementTime-Tracking SystemsScheduling SoftwareEmployee Management Platforms

Soft Skills

Excellent CommunicationOrganizational SkillsAttention to DetailRelationship BuildingAdaptability

Tools & Technologies

Connecteam PlatformPayroll SoftwareIntegration ToolsProject Management Software

Industry Keywords

SMBMid-MarketPEO EnvironmentsMulti-Location OrganizationsChannel-Based Customer Environment

About the role

Key responsibilities & impact

Own the customer onboarding process from internal handoff through go-live and initial payroll stabilization
Manage a book of partnership-sourced customers
Build implementation plans around first clock-in, payroll periods, training requirements, and payroll-processing deadlines
Lead kickoff, setup, training, and client payroll
Maintain timelines, responsibilities, next steps, risks, and customer communication
Lead discovery and solution design by understanding workflows and translating business requirements into Connecteam configuration
Identify complex requirements and design appropriate solutions
Configure Connecteam account settings and manage integrations
Train clients on the Connecteam platform and integration process
Train managers on time-tracking and payroll workflows
Adapt training to customer size, structure, and complexity
Coordinate with partner Implementation Managers, Sales, Support, Product, Integrations, and leadership
Investigate workflow issues, determine ownership, and route issues appropriately
Escalate payroll-impacting risks with clear documentation
Maintain account records, architecture decisions, risks, next steps, and handoff documentation
Support customers through the first one to three payroll cycles when needed

Requirements

What you’ll need

2+ years of experience in implementation, onboarding, or a customer-facing SaaS role with SMB and Mid-Market client sizes
Strong project management skills, including managing multiple customer implementations and priorities simultaneously
Excellent communication, presentation, and training skills
Ability to explain technical concepts to technical and non-technical audiences
Tech-savvy; ability to quickly learn software, troubleshoot issues, and understand integrations and data flows
Strong organizational skills and attention to detail
Customer-first approach when managing complex implementations
Ability to build trusted relationships with customers, internal teams, and external partners
Strong problem-solving skills, sound judgment, and ability to navigate ambiguity and changing customer needs
Preferred: experience with payroll, HRIS, workforce management, scheduling, time and attendance, or employee management platforms
Preferred: experience supporting payroll implementations, PEO environments, or multi-location/multi-entity organizations
Preferred: experience in a partner-led or channel-based customer environment

Benefits

Comp & perks

Medical, dental, & vision coverage
Paid time off for vacation, sick days
401k
Employee training and professional development
Weekly happy hours
Holiday parties