Onboarding Manager

About the role

As an Onboarding Manager at Tapcheck, you'll lead clients through the end-to-end onboarding process from sales handoff through configuration, launch, and post-launch accuracy. You'll manage your own book of business, deliver a flawless client experience, and ensure each customer is set up correctly within Tapcheck's platform and ecosystem. This is a technical, operational, and client-facing role. You'll collaborate with Sales, Product, Engineering, Support, and third-party vendors (payroll/timekeeping providers, service bureaus) to deliver accurate configurations, troubleshoot issues, and drive predictable go-lives. Success is measured by launch accuracy, on-time activation, and first-payroll execution. You'll also contribute to the evolution of Tapcheck's onboarding systems including automated, self-service workflows through our onboarding platform (OnRamp) requiring comfort with UX/UI logic, conditional statements, and process design. This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week. If remote, Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.

Responsibilities

• Own onboarding from sales handoff through launch and first 30 days post-go-live
• Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
• Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
• Configure Tapcheck's platform and manage data accuracy across Salesforce and internal tools
• Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
• Work with third-party vendors when resolving complex or enterprise-level setups
• Validate deductions, sync behavior, and critical data flows after launch
• Identify and resolve issues quickly to stabilize clients within their first 30 days
• Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
• Maintain and refine documentation, SOPs, and onboarding tooling
• Contribute to scalable, automated onboarding workflows through our platform, OnRamp

Requirements

• 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
• Collaborative, solutions-oriented mindset with strong ownership
• At this time, Tapcheck does not provide sponsorship for employment-based visas (e.g., H-b, L-1, TN, etc.). Therefore, 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.
• About Tapcheck
• Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.
• How We Get Things Done
• Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.
• Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
• Grit: We admire individuals with grit - those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
• Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
• Striving for Growth: We f

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