Onboarding Manager

Tapcheck • Plano, TX

1d • 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.
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.

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
• 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.

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

Benefits

• Flexible PTO. No accrual caps, no counting days. Take the time you need.
• 10 paid holidays. Including both Christmas Eve and New Year's Eve.
• Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.
• FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).
• 401(k) with a 100% match up to 3% of your salary, through Mutual of America. Eligible after 90 days.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed