Customer Onboarding Manager - job 1 of 2
Skills
- Strong written and verbal communication
- Excellent organization and multitasking with attention to detail
- Customer relationship management and consultative problem-solving
- Ability to explain complex products in simple terms
- Comfort learning HR, payroll, and benefits subject matter
Responsibilities
- Act as primary point of contact for assigned new PEO customers and client administrators
- Orchestrate end-to-end onboarding including account setup review, introduction and payroll calls, and final handoffs
- Anticipate client needs with a proactive, service-first approach and triage questions to appropriate teams
- Collaborate closely with Sales, Onboarding Specialists, and Customer Support to align timelines and milestones
- Maintain regular check-ins and clear documentation to ensure onboarding milestones are met
- Prepare and deliver detailed handoff communications signaling onboarding completion
- Monitor and manage onboarding timelines to provide a smooth, efficient customer experience
Education
- High school diploma or equivalent required
- Bachelor’s degree preferred but not required
Benefits
- Competitive benefits and wellness programs
- Company retreats and team events
- Inclusive, supportive startup culture with professional development opportunities
- Reasonable accommodations for candidates and employees as needed
- Total Rewards program (see company Total Rewards information)
Average salary estimate
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