Onboarding Manager

About the role

You will lead clients through the complete end-to-end onboarding journey from initial sales handoff through configuration, launch, and the critical first 30 days post-go-live. In this capacity, you own the entire lifecycle of client activation, ensuring every customer is set up correctly within the Tapcheck platform and its connected ecosystem. This role blends technical implementation with client advocacy, requiring you to manage your own portfolio of accounts while delivering a consistently flawless experience. You will work closely with Sales, Product, Engineering, Support, and external vendors such as payroll and timekeeping providers to coordinate accurate configurations and resolve dependencies. Success in this position is defined by precise launch execution, adherence to go-live timelines, and the ability to drive a successful first payroll run for each client. You will also participate in shaping the future of Tapcheck's onboarding systems by building and refining automated, self-service workflows within the OnRamp platform, which demands an understanding of UX logic and conditional process design. This position offers flexibility with remote work options and a hybrid model, with specific in-office requirements for certain locations.

Key facts

What you'll do

• Own the end-to-end onboarding process from sales handoff through launch and the first 30 days post-go-live.
• Act as the primary point of contact for clients, aligning expectations, timelines, and technical requirements throughout the engagement.
• Drive accurate and predictable go-lives, ensuring a smooth transition of clients to Support and Customer Success teams.
• Configure the Tapcheck platform and maintain data accuracy across Salesforce and internal tools used for onboarding.
• Troubleshoot issues related to integrations, payroll and timekeeping connections, and data-flow problems with a high sense of urgency.
• Collaborate with third-party vendors when resolving complex or enterprise-level setup scenarios that extend beyond standard workflows.
• Validate deduction rules, sync behavior, and other critical data flows after launch to confirm system integrity.
• Identify and resolve client issues quickly to stabilize accounts within their initial 30-day period post-launch.
• Partner with Sales, Product, Engineering, Support, and Client Success Managers to remove technical and procedural blockers.
• Maintain and refine internal documentation, standard operating procedures, and onboarding tooling to improve consistency.
• Contribute to the development of scalable, automated onboarding workflows using the OnRamp platform and related tools.
• Apply logical thinking to platform configuration, including the use of conditional statements and workflow rules.
• Communicate proactively with stakeholders to manage risks, track milestones, and ensure alignment on delivery expectations.
• Support continuous improvement initiatives aimed at increasing automation, reducing manual steps, and enhancing reliability.

Requirements

• Bring 3-5+ years of experience in onboarding, implementation, account management, or other client-facing technical roles.
• Demonstrate a strong track record in enterprise environments, with senior candidates expected to show deeper experience.
• Show familiarity with payroll, timekeeping, HRIS, or financial data integrations that connect to digital platforms.
• Exhibit high proficiency in Salesforce, documentation tools such as Confluence and Lucidchart, and advanced Excel usage.
• Possess strong technical troubleshooting skills and comfort navigating multiple platforms simultaneously.
• Be detail-oriented, organized, and capable of independently managing a pipeline of accounts with competing demands.
• Communicate exceptionally well in writing and speaking, with clear and professional verbal and written skills.
• Have experience with workflow logic, if/then conditions, or platform configuration that supports process automation.
• Maintain a collaborative, solutions-oriented mindset and a strong sense of ownership for client outcomes.
• Be legally authorized to work in the United States without requiring employer-sponsored visas now or in the future.
• Understand that Tapcheck does not provide sponsorship for employment-based visas such as H-1B, L-1, or TN.
• Be located in a state that supports remote work or can comply with location-based in-office requirements when applicable.

Nice to have

• Experience contributing to the evolution of onboarding platforms and automated workflows.
• Background in financial services or payroll technology that informs configuration decisions.
• Familiarity with UX principles and how they apply to operational tools.
• Track record of improving documentation quality and standard operating procedures.
• Exposure to third-party integrations within enterprise technology stacks.

Practical notes

This role offers both remote and hybrid arrangements, with employees near Plano, Texas required to work in-office Tuesday through Thursday. Candidates must reside in one of the supported states if working remotely and comply with all location-based policies. There is no visa sponsorship available for this position, and candidates must have the right to work in the United States without reliance on employment-based immigration sponsorship.