FreshRemote.Work

Onboarding Manager - Remote, Texas, United States - Remote

As an Onboarding Manager, you will be responsible for onboarding new clients onto Tapcheck. The primary objective of this role is to ensure our clients successfully onboard, configure, and go live issue-free with Tapcheck based on their specific requirements. You will also work closely with our Sales, Account Management, Partnerships, and Product teams where you will use your product expertise and customer knowledge to improve our processes. 

What You’ll Do:

  • Act as the subject matter experts for clients during the onboarding process, gathering requirements for setup in a timely manner 
  • Build strong, trusted relationships with Brand clients as well as Payroll/Timeclock providers, and Payroll Service Bureaus 
  • Manage your account assignments efficiently and effectively, achieving, and exceeding onboarding management KPIs 
  • Optimize the function to speed the completion of onboarding with a focus on automation and simplicity 
  • Contribute to the development of onboarding process, user-guides, and documentation 
  • Manage and document process exceptions, where onboarding deviates from the normal process 
  • Follow the implementation steps necessary to onboard a client within our native platforms and log all information appropriately in Salesforce as the source of truth 
  • Collaborate with the Account Management, Engineering, and Product teams to ensure strong teamwork throughout the entire onboarding and implementation workflow 
  • Support the team’s growth focus into low touch onboarding, to provide a most simplistic and automated workflow for the business. 
  • Communicate clearly with Management, Customers, Sales, and Engineering to ensure business requirements are translated accurately for onboarding. 
  • Work closely with AM’s & Product to ensure proper handover of accounts 
  • Always be striving for a best-in-class experience, hyperfocus on client issues reported during the first 30 days of launch and improve the setup process to eliminate issues for future …

Hey, this job isn't fresh anymore!

Search Fresh Jobs

Job Profile

Regions

North America

Countries

United States

Benefits/Perks

Remote-friendly role

Skills

Account management Customer Success Onboarding Payroll Salesforce

Tasks
  • Build relationships with clients and partners
  • Collaborate with cross functional teams
  • Communicate with stakeholders
  • Contribute to process development
  • Optimize onboarding process
Experience

2+ years

Timezones

America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9