Onboarding Manager
RemoteUnited States or Plano, Texas, United States
Job Summary
Onboarding Manager at Tapcheck responsible for leading clients through the end-to-end onboarding process from sales handoff through configuration, launch, and post-launch accuracy. Own onboarding from sales handoff through launch and first 30 days post-go-live; serve as primary point of contact; ensure accurate go-lives and smooth transitions to Support/CSM; configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools; troubleshoot integration, payroll/timekeeping, and data-flow issues; collaborate with Sales, Product, Engineering, Support, and third-party vendors; contribute to scalable onboarding workflows including OnRamp; focus on delivering a flawless client experience and ensuring each customer is set up correctly within Tapcheck’s ecosystem. You’ll also drive onboarding systems evolution with UX/UI logic and process design, and participate in documenting SOPs and tooling; the role supports both remote and hybrid work with in-office requirements for proximity to Plano, TX. The position requires 3–5+ years of relevant experience, strong payroll/timekeeping/HRIS/data integration skills, Salesforce proficiency, excellent communication, and the ability to manage complex configurations and cross-functional collaboration.
Required Qualifications
- 3–5+ years experience 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 (Confluence, Lucidchart), and Excel
- Strong technical troubleshooting skills and comfort navigating multiple platforms
- Detail-oriented, organized, and able to independently manage a pipeline of accounts
- Exceptional verbal and written communication skills
- Experience working with workflow logic, if/then conditions, or platform configuration is a plus
- At this time, candidates must already possess the right to work in the United States without the need for employment-based visa sponsorship now or in the future
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