Who You Are

As a Customer Onboarding Manager, you are the trusted point of contact for valued new customers that work with our Sales partners. Your previous experience has prepared you to be adept at orchestrating the entire onboarding process to ensure a seamless experience for client administrators. You embody a proactive, service-first approach, anticipating client needs, and setting the stage for a successful long-term partnership with Justworks.

As a Customer Onboarding Manager, you will own the responsibility for getting new customers up and running on our platform. This is a customer service focused role, centered around relationship management. As a Customer Onboarding Manager at Justworks, you will be working in a highly dynamic and visible role within the company. You will work closely with customers to help them succeed as they transition to our mission-driven PEO solution. You will gain direct experience in the HR, payroll, and benefits space in order to help drive Justworks' mission of freeing entrepreneurs to focus on what matters: building their business and creating great places to work.

Onboarding is a pivotal moment in our customers' life cycle because it is the first time they experience the product and service for themselves. We are trusted partners for our customers and product experts they can rely on during implementation. Onboarding Managers play a crucial role as the bridge between Sales, Operations, and Customer Success to set the stage for a long-lasting and successful customer relationship.

Your Success Profile

What You Will Work On

• Serve as the main point of contact for new PEO customers assigned to you, ensuring a seamless transition experience for client administrators, building and nurturing strong relationships with customers.
• Embrace a proactive, service-first approach to anticipate and meet client needs, setting the tone for exceptional service.
• Efficiently address and resolve admin questions, triaging to appropriate teams when necessary.
• Review account setup meticulously to guarantee accuracy and completeness.
• Lead customized introduction calls to establish rapport, understand client goals, and pave the way for a successful partnership.
• Engage onboarding specialists as needed, leveraging their expertise to address specific client needs or challenges.
• Facilitate comprehensive payroll calls to ensure accurate and timely payroll processing.
• Send regular check-in emails to maintain open communication and promptly address any client concerns.
• Prepare and deliver detailed handoff emails, signaling the successful completion of the onboarding process.
• Build and nurture strong relationships with sales teams, collaborating closely to ensure alignment and success in client onboarding.
• Proactively monitor and manage timelines to ensure all onboarding milestones are met, providing clients with a smooth and efficient experience.
• Collaborate effectively with internal teams, including onboarding specialists and customer support, to provide comprehensive and top-notch support for clients.
• Performs other related