
Manager, Onboarding – AMER
Posted Aug 5

Posted Aug 5
This is a fully remote position, open to applicants in Costa Rica, +2 more countries.
• Lead and oversee comprehensive client onboarding and implementation projects throughout the Americas region.
• Create onboarding strategies, project timelines, and implementation schedules.
• Facilitate collaboration among cross-functional teams, including Operations, Payroll, HR, Technology, Finance, and Customer Success.
• Track project advancements, recognize risks, and ensure onboarding objectives are met.
• Supervise the setup of client, employee, payroll, and entity information across internal platforms and systems.
• Maintain data accuracy, completeness, compliance, and validation of documentation.
• Coordinate data migration as necessary.
• Manage the structured transition from implementation to operational delivery teams.
• Ensure that onboarding tasks, documentation, and system configurations are finalized prior to transition.
• Act as the primary point of contact for clients during the onboarding process.
• Foster client relationships through proactive communication and effective project management.
• Streamline implementation timelines to accelerate time-to-value.
• Manage client expectations and address any onboarding challenges.
• Identify opportunities for enhancing onboarding processes, tools, and the overall client experience.
• Promote standardized onboarding methodologies and best practices.
• Contribute to initiatives aimed at process improvement that boost operational efficiency and service quality.
• Monitor onboarding cycle duration, time-to-value, project completion rates, data accuracy, client satisfaction, handover success, and implementation quality.
• Bachelor’s degree in Business Administration, Project Management, Human Resources, Information Systems, or a related discipline.
• 4–6 years of experience in client onboarding, implementation, project management, customer success, or service delivery within a business services context.
• Proven experience in managing multiple onboarding or implementation projects concurrently.
• Strong project coordination and organizational abilities, with a keen eye for detail.
• Experience collaborating with cross-functional teams in a dynamic environment.
• Excellent communication skills and stakeholder management capabilities.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Excel, PowerPoint, and project management or CRM software.
• Preferred: experience in onboarding clients within Payroll, HR Services, Employer of Record, Professional Services, Global Mobility, or Entity Management.
• Preferred: familiarity with implementation methodologies and platforms related to CRM, HRIS, payroll, or service delivery.
• Preferred: experience in a multinational or global business context.
• Preferred: knowledge of business process improvement and best practices in client implementation.
• Real ownership and autonomy to make impactful decisions.
• Diverse, collaborative, and supportive global team.
• Opportunities to engage with international markets.
• Accelerated career advancement based on performance and contributions.
• Flexible remote and hybrid working options.
• Merit-based career progression.
• Quick decision-making with minimal bureaucracy.
• Ownership and autonomy to spearhead initiatives and create value.
• Global collaboration opportunities with colleagues, partners, and clients worldwide.
• Continuous learning and ongoing career development opportunities.
• High-performance culture.
• Collaborative work environment.
• A culture of transparency and trust.
• Flexible working arrangements designed to enhance productivity, agility, and work-life balance.
• Background and reference checks conducted, as permissible by law.
Pennylane
Stayd
Canopy Connect
JDPA LIMITED
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