As an Onboarding Manager, you will be responsible for onboarding new clients onto Tapcheck. The primary objective of this role is to ensure our clients successfully onboard, configure, and go live issue-free with Tapcheck based on their specific requirements. You will also work closely with our Sales, Account Management, Partnerships, and Product teams where you will use your product expertise and customer knowledge to improve our processes.
What You’ll Do:
- Act as the subject matter experts for clients during the onboarding process, gathering requirements for setup in a timely manner
- Build strong, trusted relationships with Brand clients as well as Payroll/Timeclock providers, and Payroll Service Bureaus
- Manage your account assignments efficiently and effectively, achieving, and exceeding onboarding management KPIs
- Optimize the function to speed the completion of onboarding with a focus on automation and simplicity
- Contribute to the development of onboarding process, user-guides, and documentation
- Manage and document process exceptions, where onboarding deviates from the normal process
- Follow the implementation steps necessary to onboard a client within our native platforms and log all information appropriately in Salesforce as the source of truth
- Collaborate with the Account Management, Engineering, and Product teams to ensure strong teamwork throughout the entire onboarding and implementation workflow
- Support the team’s growth focus into low touch onboarding, to provide a most simplistic and automated workflow for the business.
- Communicate clearly with Management, Customers, Sales, and Engineering to ensure business requirements are translated accurately for onboarding.
- Work closely with AM’s & Product to ensure proper handover of accounts
- Always be striving for a best-in-class experience, hyperfocus on client issues reported during the first 30 days of launch and improve the setup process to eliminate issues for future customers.
What You'll Bring:
- 2+ years experience in Customer Success, Onboarding Management, Account Management, and related fields with a preference toward experience in Payroll
- 1+ year’s experience with executive presence (meeting, presenting, negotiating, relationship management, etc.)
- 1+ year’s experience with onboarding and implementation of a technical product for teams and organizations
- Initiative - Identifying what needs to be done and doing it before being asked or before the situation requires it
- Enthusiasm - Exhibits passion and excitement over work. Has a can-do attitude
- Intelligence - Learns quickly. Demonstrates ability to quickly and proficiently understand and absorb new information
- Listening Skills - Lets others speak and seeks to understand their viewpoints
- Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
- Attention to Detail - Does not let important details slip through the cracks or derail a project
- Professionalism - Present yourself to others in the organization as reliable, respectful, and competent
This is a remote-friendly role. Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, VA, WA, WI.
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.
The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they’ve earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.
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 foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.
Benefits:
- Competitive Base + Bonus
- Paid Time Off
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401K Match
Compensation: $70,000 - $75,000/year + Bonus. The actual base salary will depend on numerous factors such as: location, experience, training, knowledge. and skills. Tapcheck reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
Equal Employment Opportunity Policy
Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
LI-Remote
United States
