Onboarding Manager
New
T
TapcheckFinancial Technology
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.Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5+ years
- Required Skills
- Project ManagementSalesforceMicrosoft ExcelConfluence
Requirements
- 3–5+ years of experience in onboarding, implementation, account management, or similar client-facing technical roles.
- Strong familiarity with payroll, timekeeping, HRIS, or financial data integrations.
- High proficiency in Salesforce, documentation tools (Confluence, Lucidchart), and Excel.
- Strong technical troubleshooting skills.
- Experience navigating multiple platforms independently.
- Ability to manage a pipeline of accounts with high attention to detail.
- 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.
Responsibilities
- 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.
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