Client Onboarding Manager Jobs

3 open positions found · Salary range: From $121

View Client Onboarding Manager
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Client Onboarding Manager

ConnecteamBrooklyn, Brooklyn, New York, United Statesonsite

From $220/yr

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 The Onboarding Manager guides new customers who come from a partnership, through the implementation of Connecteam, from initial handoff and kickoff through a successful payroll launch. This is a customer-facing, hands-on implementation role combining project management, system configuration, payroll-process understanding, customer training and cross-functional coordination. The Onboarding Manager works closely with customers, in collaboration with the partner’s Implementation Managers and internal Connecteam teams to ensure employee data, time tracking, PTO, payroll rules and payroll system integrations are configured and validated correctly. The primary goal is to deliver a smooth onboarding experience while ensuring employees are paid accurately and on time. Implementations are payroll-first and planned around the customer’s first clock-in date, payroll schedule and go-live timeline. Depending on account size and complexity, the Onboarding Manager may continue supporting the customer through the first one to three payroll cycles. Success in this role requires more than technical knowledge. The Onboarding Manager must be highly perceptive, able to read people and situations quickly, and skilled at navigating complex interpersonal dynamics while maintaining trust across multiple internal and external teams. Key Responsibilities Own the customer onboarding process Manage a book of business of customers that came from the partnership, from internal handoff through go-live and initial payroll stabilization. Build implementation plans around first clock-in, payroll periods, training requirements and payroll-processing deadlines. Lead kickoff, setup, training and client’s payroll. Maintain clear timelines, responsibilities, next steps, risks and customer communication throughout each project. Lead discovery and solution design Understand the customer’s workflows. Translate business requirements into a practical Connecteam setup. Identify complex requirements and suit the right solution with the design of the relevant setup. Configure integrations Configure relevant Connecteam account settings Set up and manage the integration. Deliver training and manage stakeholders Train clients on Connecteam platform and integration process. Train managers on time tracking and payroll workflows using Connecteam. Adapt the training plan to customer size, structure and complexity while keeping sessions practical and process-focused. Work closely with the assigned partner Implementation Manager. Coordinate clearly across customers, partner, Sales, Support, Product, Integrations and leadership. Troubleshoot, escalate and document Investigate issues across the full workflow. Determine issue owner and route it appropriately Escalate payroll-impacting risks with clear documentation Maintain accurate account records, architecture decisions, risks, next steps and handoff documentation. Experience & Skills 2+ years of experience in implementation, onboarding, customer facing SaaS role with SMB & Mid Market client sizes. Strong project management skills with the ability to manage multiple customer implementations and priorities simultaneously. Excellent communication, presentation, and training skills with the ability to explain technical concepts to both technical and non-technical audiences. Tech-savvy with the ability to quickly learn software, troubleshoot issues, and understand integrations and data flows. Strong organizational skills, attention to detail, and a customer-first approach when managing complex implementations. Ability to build trusted relationships with customers, internal teams, and external partners in a fast-paced environment. Strong problem-solving skills, sound judgment, and the ability to navigate ambiguity and changing customer needs. Preferred Experience Experience with payroll, HRIS, workforce management, scheduling, time & attendance, or employee management platforms. Experience supporting payroll implementations, PEO environments, or multi-location/multi-entity organizations. Experience working in a partner-led or channel-based customer environment. Benefits: Medical, dental, & vision coverage Paid time off for vacation, sick days 401k Salary: $90K We are accepting applications from employees working in the following states: Texas, New York, New Jersey, 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! Our privacy policy Please mention the word COURAGE and tag RMjE3LjE1Ni42NS4xNjY= when applying to show you read the job post completely (#RMjE3LjE1Ni42NS4xNjY=). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

1 month agovia universal intelligenceApply ›
View Client Onboarding Assistant Manager
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Client Onboarding Assistant Manager

From $201/yr

[Your Next Opportunity] We are looking for a motivated and detail-oriented Client Onboarding Assistant Manager who will work closely with the Client Relationship department and the Director, Head of Client Relationship to support the onboarding activities of new clients and intermediaries. In this role, you will assist in coordinating the onboarding process, ensuring that client information and documentation are collected, reviewed, and processed accurately and in a timely manner. You will work closely with internal teams to support a smooth onboarding experience. This role is ideal for someone who thrives in a fast-paced environment, attentive to detail, committed to delivering a high standard of client service while ensuring compliance with regulatory requirements. [Your Role and Responsibilities] * Collaborate with internal teams to deliver on client onboarding requirements and ensure a positive client experience * Setup, manage, and maintain new business onboarding files, trackers, and status reports * Track and drive timely follow up on onboarding action items and outstanding matters * Liaise with compliance team on KYC, AML, and regulatory requirements * Engage with clients to obtain KYC and due diligence documentation and follow up on outstanding requirements in a timely manner * Review onboarding documentation to ensure completeness, accuracy, and compliance with internal and regulatory standards * Prepare and coordinate documentation for new business approval processes * Ensure a smooth and efficient onboarding process through effective coordination across cross-functional teams * Identify and escalate high-risk or complex onboarding cases where necessary [What We Are Looking For] [Education] * Diploma and above [Skills and Experience] * At least 3 to 4 years of experience in the financial or corporate services industry in client due diligence or onboarding administrative roles. Experienced candidates will be considered for a Client Onboarding Manager role and compensation will commensurate accordingly * Basic understanding of KYC, AML, and client due diligence is preferred [Traits] * Organised: Effectively manage multiple tasks, prioritise workload, ensure accuracy, and follow through on responsibilities in a fast-paced environment * Self-Motivated: Resilient under pressure, able to work both independently and collaboratively, taking ownership while meeting deadlines * Strong Communication: Clear written and verbal communication [What We Offer] * Professional Growth – We value commitment and provide opportunities for professional development, industry exposure and professional memberships * Competitive Compensation – Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus * Flexible Work – Hybrid model with remote options giving you autonomy while ensuring productivity We regret to inform you that only shortlisted candidates will be notified. Kensington Trust Singapore Limited established its presence in Singapore in 2015. The company is part of the Kensington Trust Group that formed a strategic alliance with JTC Group (Jersey). Trust services include assistance to help individuals, families, and businesses establish and administer the trusts. Our fiduciary role includes acting in the best interests of our clients, ensuring proper compliance are adhered to when managing and administering to the assets. We may act in capacity as trustees, executors or administrators of estates, ensuring that assets are distributed according to the wishes or wills of the client or in accordance with legal requirements. In August 2016, Kensington Trust Singapore Limited was granted a license by the Monetary Authority of Singapore to conduct trust business, offering specialised jurisdiction-specific fiduciary solutions. Overview To ensure a corporation thrives, we believe you need expertise not just in the day to day operations but also behind the scenes. Just like a skilled and dedicated landscape artist who can create an amazing sculptured garden, JTC Kensington has the know-how to nurture your corporate or fiduciary interests, ensuring a corporation or an entrepreneurial enterprise thrives. With a hand-picked team of experienced professionals in the trust and fiduciary business, JTC Kensington can help you manage and administer cross border business activities; set up and administer private trusts; and provide corporate management and administrative services. This leaves you and your management team free to concentrate on what you do best while we support you with how , where and when . Our Mission JTC Kensington aims to live up to its well-known namesake in the United Kingdom with its intricate formal gardens, squares, palaces and museums. Not just in its physical features but also in our depth of knowledge and understanding of the trust and fiduciary business. Given the collective experience of our team, we have in-depth knowledge of structures and we work with advisors in the implementation of these structures. We understand the role of proper management as a pillar in sustaining long term relationships with clients. In this context, our operating philosophy centres on our commitment, hard work and dedication rather than number of clients or assets under administration. In brief, our mission will be driven by a single-minded passion – 'Our Hands at Work' – and the proof will be seen in how we deliver on our projects. Our Vision We aim to be the preferred Trust Group with expertise and knowledge in understanding and fulfilling Clients needs; We nurture a culture deriving satisfaction from growing our Business and recognizing \& rewarding our Employees. Our Business Principles We put our Clients First We value our Employees We enhance our Shareholders' value Our Services We help our clients achieve the success their business deserves. We take care of all their business corporate needs through our complete suite of Accounting, Payroll, and Corporate Secretarial services that covers all aspects of setup and ongoing company administration, and Trust and Trustee Services. Visit our website at https://www.kensington-trust.com/our-services/ktg-services/

4 weeks agovia universal intelligenceApply ›
View Senior Project Manager, New Client Onboarding
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Senior Project Manager, New Client Onboarding

Hachette Book GroupLebanon, INonsite

From $121/yr

Description SUMMARY: The Senior Project Manager – New Client Onboarding, reporting to the CEO, HBGUS Distribution, is responsible for leading and executing the end-to-end onboarding process for new publisher clients. This role serves as the central point of coordination across internal teams and external stakeholders, ensuring a seamless, efficient, and timely onboarding experience. The ideal candidate will excel at managing multiple complex projects simultaneously, driving accountability, removing obstacles, and accelerating time to revenue for new clients. Essential Duties And Responsibilities * Lead the full lifecycle of new client onboarding, managing multiple concurrent projects from kickoff through go-live. * Develop and execute comprehensive project plans, including timelines, milestones, deliverables, and dependencies. * Coordinate cross-functional teams (Sales, Operations, Finance, IT, Logistics) to ensure alignment and timely execution. * Serve as the primary point of contact for clients during onboarding, delivering a professional and positive experience. * Track project progress, monitor deliverables, and maintain clear visibility for all stakeholders. * Identify risks and potential roadblocks proactively; escalate issues as needed and drive resolution. * Facilitate regular status meetings, communication cadences, and reporting to stakeholders and leadership. * Ensure accuracy and completeness of onboarding activities to support a successful and timely client launch. * Continuously evaluate and improve onboarding processes, implementing best practices and efficiencies. * Provide clear, concise project updates, including status, risks, and timelines, to leadership and stakeholders. * Analyze and interpret client requirements, aligning them with existing processes where possible and identifying gaps that require new solutions or process development. * Coordinate cross-functional teams to design and implement new system solutions or define and establish business processes as needed. ADDITIONAL DUTIES AND RESPONSIBILITIES: As assigned SUPERVISORY RESPONSIBILITIES: None Qualification Requirements To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Skills Required * Strong verbal and written communication skills, with the ability to effectively engage diverse audiences in both individual and group settings. * Results-driven with a strong sense of ownership and accountability; consistently delivers timely, accurate work with reliable follow-through. * Excellent organizational and time-management skills, with the ability to prioritize, manage multiple tasks, and maintain a high level of attention to detail. * Proven ability to build collaborative, productive relationships across teams; fosters teamwork and alignment toward shared goals. * Demonstrated ability to identify opportunities for improvement, challenge the status quo, and drive process enhancements and innovation. * Strong problem-solving skills with a proactive, solutions-oriented mindset. * High level of integrity and professionalism; operates ethically, follows through on commitments, and builds trust with others. * Ability to influence and drive accountability without direct authority in a cross-functional environment. Education And Experience * Bachelor’s degree in Business, Project Management, Supply Chain, or a related field (or equivalent experience). * 5+ years of project management experience, preferably in client onboarding, implementation, or new business launches. * Experience in publishing, distribution, logistics, or supply chain environments strongly preferred. * Demonstrated success managing complex, multi-stakeholder projects in a fast-paced environment. * Project Management certification (PMP, CAPM, or equivalent) is a plus. Please note: this position requires regular on-site work at our Indiana location, 121 North Enterprise Boulevard, Lebanon, IN, 46052. Hachette Book Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

3 months agovia universal intelligenceApply ›

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