Onboarding Manager

Tapcheck•Plano, TX

7d•$85,000 - $105,000•Hybrid

About The Position

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. Those residing beyond this radius may be considered for a fully remote arrangement, depending on experience and business needs.

Requirements

3–5+ years 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 and comfort navigating multiple platforms
Detail-oriented, organized, and able to independently manage a pipeline of accounts
Exceptional verbal and written communication skills
Collaborative, solutions-oriented mindset with strong ownership

Nice To Haves

Enterprise experience preferred for senior candidates
Experience working with workflow logic, if/then conditions, or platform configuration is a plus

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