Client Onboarding Manager

About the role

You will act as the primary guide for new clients as they integrate our platform into their daily operations. Your work ensures that businesses managing deskless workforces successfully adopt our software to replace manual processes and fragmented communication.

Key facts

What you'll do

• Lead the implementation process for new accounts to ensure rapid time to value.
• Teach clients how to utilize our tools for scheduling, training, and task management.
• Identify specific operational challenges for each customer and configure the platform to solve them.
• Maintain high levels of customer satisfaction during the initial setup phase.
• Serve as the bridge between new users and our product team to improve the setup experience.

Requirements

• Prior experience in a customer-facing implementation or onboarding role.
• Ability to explain technical workflows to non-technical users.
• Strong organizational skills to manage multiple client setups simultaneously.
• Proficiency in remote communication and project management.

Skills & tools

• SaaS onboarding methodologies
• Customer success software
• Project management tools
• Communication platforms

Practical notes

This position is based in Brooklyn, New York, with remote work options available. Connecteam is backed by over 220 million dollars in funding from investors including Insight Partners, Stripes, and Tiger Global.