Job Overview
Location
Remote - United States
Job Type
Full-time
Category
Product Management
Date Posted
June 29, 2026
Full Job Description
đź“‹ Description
- • Lead clients through the end-to-end onboarding process from sales handoff to launch and first 30 days post-go-live, ensuring accurate configuration and seamless transition to Support/CSM teams.
- • Serve as the primary point of contact for clients, aligning expectations, timelines, and technical requirements across all stages of onboarding.
- • Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools to ensure precise payroll and timekeeping integrations.
- • Troubleshoot and resolve integration issues related to payroll, timekeeping systems, and data flows with urgency and precision.
- • Collaborate with third-party vendors—including payroll providers and service bureaus—to resolve complex or enterprise-level setup challenges.
- • Validate deductions, sync behavior, and critical data flows after launch to guarantee first-payroll accuracy and client stability.
- • Identify and resolve issues within the first 30 days post-launch to ensure client retention and satisfaction.
- • Partner with Sales, Product, Engineering, Support, and Customer Success Managers to remove blockers and improve the reliability of onboarding workflows.
- • Maintain, update, and refine documentation, standard operating procedures (SOPs), and onboarding tooling to ensure consistency and scalability.
- • Contribute to the design and enhancement of automated, self-service onboarding workflows through Tapcheck’s OnRamp platform, applying UX/UI logic and conditional statements.
- • Manage your own book of business with independence, ensuring timely activations and predictable go-lives across multiple client accounts.
- • Ensure all client setups meet technical and operational standards for accuracy, compliance, and system integrity.
- • Translate client needs into technical requirements for Product and Engineering teams to improve platform functionality and user experience.
- • Monitor onboarding metrics including launch accuracy, on-time activation rates, and first-payroll success to drive continuous improvement.
- • Communicate technical concepts clearly to non-technical clients and internal stakeholders through verbal and written channels.
- • Work within a hybrid model: employees within 30 miles of Plano, TX, are required to be in-office Tuesday through Thursday; remote candidates must reside in approved U.S. states.
🎯 Requirements
- • 3–5+ years experience in onboarding, implementation, account management, or similar client-facing technical roles
- • 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
🏖️ Benefits
- • Flexible PTO with no accrual caps or day limits
- • 10 paid holidays, including Christmas Eve and New Year's Eve
- • Comprehensive health coverage through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife
- • 401(k) with 100% company match up to 3% of salary, through Mutual of America (eligible after 90 days)
- • FSA, Basic Life/AD&D, and Employee Assistance Program (EAP)
- • A team culture grounded in humility, grit, raising the bar, and striving for growth
Skills & Technologies
Remote
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About Tapcheck Inc.
Tapcheck offers an earned wage access platform that lets employees withdraw a portion of accrued wages before payday via a mobile app and prepaid card. Employers integrate the service with payroll systems to reduce turnover and improve financial wellness without changing pay cycles. The company earns revenue through employer fees and optional employee tips or card interchange, serving small businesses, franchises, and larger enterprises across the United States.
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