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Lead clients through the end-to-end onboarding process from sales handoff to post-launch stability. Collaborate with internal teams and third-party vendors to ensure accurate platform configuration and predictable go-lives.
Requires 3-5+ years of experience in onboarding or technical client-facing roles with proficiency in Salesforce and financial data integrations. Candidates must have strong troubleshooting skills and the legal right to work in the US without sponsorship.
As an Onboarding Manager at Tapcheck, you’ll lead clients through the end-to-end onboarding process from sales handoff through configuration, launch, and post-launch accuracy. You’ll manage your own book of business, deliver a flawless client experience, and ensure each customer is set up correctly within Tapcheck’s platform and ecosystem.
This is a technical, operational, and client-facing role. You’ll collaborate with Sales, Product, Engineering, Support, and third-party vendors (payroll/timekeeping providers, service bureaus) to deliver accurate configurations, troubleshoot issues, and drive predictable go-lives. Success is measured by launch accuracy, on-time activation, and first-payroll execution.
You’ll also contribute to the evolution of Tapcheck’s onboarding systems including automated, self-service workflows through our onboarding platform (OnRamp) requiring comfort with UX/UI logic, conditional statements, and process design.
This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week.
If remote, Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.
Own onboarding from sales handoff through launch and first 30 days post-go-live
Serve as the primary point of contact, aligning expectations, timelines, and technical requirements
Ensure accurate, predictable go-lives and a smooth transition to Support/CSM teams
Configure Tapcheck’s platform and manage data accuracy across Salesforce and internal tools
Troubleshoot integration, payroll/timekeeping, and data-flow issues with urgency
Work with third-party vendors when resolving complex or enterprise-level setups
Validate deductions, sync behavior, and critical data flows after launch
Identify and resolve issues quickly to stabilize clients within their first 30 days
Partner with Sales, Product, Engineering, Support, and CSMs to remove blockers and improve reliability
Maintain and refine documentation, SOPs, and onboarding tooling
Contribute to scalable, automated onboarding workflows through our platform, OnRamp
3–5+ years experience in onboarding, implementation, account management, or similar client-facing technical roles
Enterprise experience preferred for senior candidates
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
Experience working with workflow logic, if/then conditions, or platform configuration is a plus
Collaborative, solutions-oriented mindset with strong ownership
At this time, Tapcheck does not provide sponsorship for employment-based visas (e.g., H-b, L-1, TN, etc.). Therefore, candidates must already possess the right to work in the United States without the need for employment-based visa sponsorship now or in the future.
Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.
The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.
Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.
Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.
Mission that matters. We're changing how Americans access their pay — giving workers financial flexibility without the debt trap of payday loans.
Flexible PTO. No accrual caps, no counting days. Take the time you need.
10 paid holidays. Including both Christmas Eve and New Year's Eve.
Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.
FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).
401(k) with a 100% match up to 3% of your salary, through Mutual of America. Eligible after 90 days.
A team that lives its values. Humility, grit, and a genuine drive to raise the bar, every day.
Compensation
Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.
Equal Employment Opportunity Policy
Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Take care of your people with same day pay.
Tapcheck is the leading on-demand pay provider, empowering employees to take control of payday. The easy-to-use platform integrates seamlessly with 300+ employer payroll and timekeeping systems to offer employees access to wages they’ve already earned, safely, accurately, and instantly. Tapcheck’s proprietary, real-time net pay calculator ensures unmatched accuracy, creating a better experience for employees and full transparency for payroll teams. Unlike intercept-based earned wage access models that take over payroll and cause confusion, the employer maintains complete control over payroll and employee paychecks always reflect their advances. Offered at no cost to the employer, Tapcheck improves employee retention, reduces turnover costs, and enhances financial wellness.
Offices: Plano, Texas, US · Los Angeles, California, US
Based on 277 listings with disclosed salaries, most finance & accounting jobs in Plano, TX pay between $60k–$201k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 1,034 open finance & accounting positions in Plano, TX listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Bank of America, Toyota North America, Toyota Racing Development, Capital One, among others. Browse the listings above to see every active employer.
Yes — 325 of the 1034 open finance & accounting positions offer remote or hybrid work (53 remote, 272 hybrid).
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