Customer Onboarding Specialist

3 days ago

Cainta, Calabarzon, Philippines beBeeImplementation Full time ₱4,000,000 - ₱6,000,000
US Payroll Customer Success Role Overview

Workstream is a mission-driven platform building the all-in-one HR, payroll, and hiring solution for managing the hourly workforce. This market has been underserved by technology, with 2.7 billion hourly workers making up 80% of the global workforce.

What We Offer

  • Permanently Remote Work Option
  • Direct Bank Deposit
  • $50 Monthly Stipend
  • Annual Bonus Opportunities
  • Performance-based Bonuses
  • Flexible Paid Time Off
  • Company time off during major US holidays
  • Company-issued Device
  • Career fast track for performers and internal mobility
  • Collaboration opportunities with experienced professionals from top universities

Job Responsibilities

We are seeking a dedicated full-time US Payroll Customer Implementation Specialist to join our growing team. This person will be a core member of our customer success team and work with cross-functional teams to ensure customer satisfaction.

Key Accountabilities
  1. Lead new client onboarding for mid/large-sized clients during the first 60 to 90 days.
  2. Define and maintain the implementation program for small to medium clients, including timeline, stakeholders, and key deliverables.
  3. Own the end-to-end implementation process for assigned accounts, ensuring successful software adoption and training.
  4. Set accurate expectations with clients and internal stakeholders.
  5. Communicate progress with Account Executives and Customer Success Managers.
  6. Assist with high-severity requests or issue escalations as needed.
  7. Participate in cross-functional groups to improve communications, tools, and products.
  8. Conduct daily kickoff calls with new customers.
  9. Oversee complex process design and setup, becoming an expert in Workstream to guide new users.
  10. Maintain clear records of client activity, notes, and next steps in the success software.
  11. Deliver user training and develop supporting manuals and processes to ensure user adoption of key features.
  12. Design programs that help customers realize value from Workstream.
Ideal Candidate Profile
  • You enjoy working with customers and excel at delivering excellent service.
  • Project-minded with the ability to manage multiple pieces and stakeholders to drive customer satisfaction.
  • Detail-oriented with strong analytical and communication skills.
  • Entrepreneurial, hungry, passionate, and tech-savvy.
  • Long-term interest in growing with a dynamic organization (2 to 4 years).
  • Empathetic to customer needs and adaptable to changing processes.
  • Willing to attend occasional in-person meetings.
  • Has a high-speed and stable internet connection and can provide a speed test screenshot upon request.
Requirements
  • Customer-facing implementation experience: at least 3 years onboarding new clients for a SaaS company, preferably managing larger implementations.
  • Payroll experience: experience with US payroll, either in an implementation role or in-house payroll management.
  • Basic spreadsheet/database skills with ability to learn quickly.
Nice To Have
  • Startup experience (1–3 years).
  • Experience with PH payroll.

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