[Remote] Remote Payroll Onboarding Specialist

Note: The job is a remote job and is open to candidates in USA. ConnectPay is a fast paced, fast growing B2B brand providing connected payroll services to small businesses throughout the United States. The Onboarding Specialist is responsible for managing and executing the successful onboarding of new payroll clients, ensuring a seamless transition from sales to production by configuring payroll systems and delivering training. Responsibilities • Serve as the primary point of contact for new clients during the onboarding lifecycle • Develop and manage project plans, timelines, milestones, and deliverables • Conduct discovery sessions to gather and document client payroll, HR, and any timekeeping requirements, including best practices, compliance requirements, and system workflows • Coordinate with internal teams (Sales, Support, Tax, Product, etc.) to ensure successful setup and deployment • Configure payroll platform based on client-specific needs, including earnings, deductions, tax profiles, general ledger mappings, and reporting • Validate system setup through test payroll runs and troubleshooting discrepancies • Deliver training sessions for new clients on how to use the payroll system effectively • Ensure clients are confident and ready to process their first live payroll • Document all project details, client communications, and configuration notes • Identify opportunities to improve implementation processes and overall customer experience Skills • Minimum of 3 years of payroll and tax processing experience • Strong understanding of payroll processes, payroll tax regulations and compliance • Proven experience building trust and relationships with clients • Ability to analyze data, identify discrepancies and solve problems independently • Proven experience handling sensitive payroll and employee data with discretion • Able to clearly explain complex information to clients and effectively collaborate with internal and external stakeholders • Proven experience in problem solving and attention to detail • Proven experience in balancing personal troubleshooting and seeking guidance • Good critical thinking skills with the ability to evaluate a situation, identify potential next steps and make informed decisions • Advanced technical skills with a computer • Able to work and function in a corporate setting, independently or collaboratively in teams • Proven experience in using Microsoft Excel or Google Sheets Benefits • Equity • Participate in either an annual bonus plan, based on company and individual performance, or a role-based sales incentive plan • Eligible for an annual bonus with a target of 5% of base salary, based on company and individual performance • 401(k) with company contributions • Group medical, dental, and vision coverage • Life insurance • Short and long-term disability insurance • Flexible spending accounts Company Overview • ConnectPay empowers small businesses across America through hassle-free payroll processing. It was founded in 2009, and is headquartered in Foxboro, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.connectpayusa.com/.