Onboarding Manager
Skills
BusinessCustomer ExperienceEvolutionFinanceSalesTechnical RequirementsTimekeeping
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3–5+ years in onboarding implementation account management or similar client-facing technical roles
- Enterprise experience preferred for senior candidates
- Strong familiarity with payroll timekeeping HRIS or financial data integrations
- High proficiency in Salesforce documentation tools such as Confluence and Lucidchart and Excel
- Strong technical troubleshooting skills and comfort using multiple platforms
- Detail-oriented organized and able to independently manage a pipeline of accounts
- Exceptional verbal and written communication skills
- Experience with workflow logic if/then conditions or platform configuration is a plus
- Collaborative solutions-oriented mindset with strong ownership
- Must already possess the right to work in the United States without sponsorship
Nice to have
- Enterprise experience
- Workflow logic familiarity
- Solutions-oriented mindset
Day to day
- Lead clients through end-to-end onboarding from sales handoff to configuration launch and post-launch support with accuracy and urgency
- Own a portfolio of accounts and deliver a smooth client experience by coordinating timelines expectations and technical requirements across teams
- Troubleshoot payroll timekeeping integration and data-flow issues while refining onboarding systems documentation and automated workflows