- Own the onboarding process from sales handoff through launch and the first 30 days post-go-live.
- Serve as the primary point of contact for clients regarding timelines and technical requirements.
- Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools.
- Troubleshoot integration, payroll, timekeeping, and data-flow issues.
- Partner with Sales, Product, Engineering, and Support teams to resolve blockers.
- Maintain and refine documentation, SOPs, and onboarding tooling.
- Contribute to scalable, automated onboarding workflows within the OnRamp platform.
Project ManagementSalesforceMicrosoft Excel+1 more