Lead live onboarding and training sessions with customers via video calls (Zoom / Google Meet), understand their business workflows, and configure the system in real time
Configure Connecteam based on provided requirements (both live and offline): time clocks & attendance rules, schedules & shifts, PTO & payroll policies, forms, checklists, permissions, groups & roles
Build and set up schedules, rules, forms, templates, and policies
Upload and manage employee data accurately (via Excel/CSV imports, data migrations from other systems)
Assist customers with data transitions (e.g., importing schedules from Excel)
Perform QA and thorough review of setups before go-live; identify blockers and missing inputs early
Advise customers on best practices to ensure successful adoption
Clearly document everything configured and any remaining action items
Coordinate closely with Customer Success, Online/Offline teams, and other departments for smooth handoffs and follow-ups
Ensure the customer’s account is fully ready for daily operations immediately after onboarding

1+ year of experience in SaaS onboarding, implementation, professional services, technical support, or back-office configuration (required)
Strong technical aptitude and exceptional attention to detail
Native or near-native English level with excellent presentation and communication skills
Confidence working directly with customers (often non-technical frontline managers)
Ability to break down complex requirements into clear, actionable steps
Highly organized, consistent, and reliable
Fast learner, very tech-savvy, quick to master new tools and systems
Comfortable working US hours (CST/EST time zone) – required for live calls
Previous experience with SaaS configuration, operations, or back-office support – big plus

Professional Services Manager – Offline & Online

Key skills