Customer Onboarding Specialist guiding legal professionals in mastering Clio’s suite of products. Building relationships and ensuring successful onboarding experiences.
About the role
- Onboarding Manager overseeing client onboarding from sales to post-launch accuracy at Tapcheck. Collaborating with teams to ensure successful implementations and support.
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
Requirements
- 3–5+ years experience in onboarding, implementation, account management, or similar client-facing technical roles
- Enterprise experience preferred for senior candidates
- 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
- Experience working with workflow logic, if/then conditions, or platform configuration is a plus
- Collaborative, solutions-oriented mindset with strong ownership
Benefits
- Competitive base
- Flexible Time Off
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401K Match
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