Payroll Onboarding Lead

Overview

This role oversees payroll onboarding implementation for partner employers and evolves into training and enablement for partner teams.

• Full-time
• Remote (US)
• Start ASAP

Responsibilities

Hands-on employer onboarding

• Onboard new employers end to end, including company setup; federal, state, and local tax accounts and rates; pay schedules; earning and deduction codes; garnishments; benefits; and worker records
• Move settings and deductions from the employer’s prior provider and confirm they are configured correctly
• Coordinate with the migration team to ensure each account’s configuration and migrated data are ready together for the first payroll
• Audit builds before go-live and catch configuration errors before they reach a paycheck
• Manage a pipeline of onboardings toward clear go-live dates, chasing down missing items from employers and partners (tax IDs, registration letters, prior-provider reports)
• Work directly with employers via Zoom, phone, or email to guide setup and first payrolls
• Identify where setup help ends and tax or legal advice begins, and route questions to the appropriate place

Training and enablement

• Design and deliver training programs to teach partner teams how to onboard employers onto payroll
• Create training materials, exercises, and job aids across different learning modalities (live sessions, recorded walkthroughs, written guides, hands-on practice, and knowledge checks)
• Explain payroll concepts in plain terms for people new to payroll and confirm learning retention
• Train partner onboarding and support teams and coach them through their first months of live employers
• Review partner-built accounts, identify patterns in mistakes, and update training materials or processes accordingly

Improving the onboarding model

• Turn what works across partners and employers into standardized payroll onboarding guidance and playbooks
• Keep training materials current as the product, processes, and payroll rules change
• Identify recurring onboarding failures, provide specifics to product and engineering, and help automate items that should be automated

Requirements

• 5 to 7 years in payroll operations or onboarding, including 2 to 3 years training, coaching, or educating people in the payroll operations domain
• Experience at a payroll provider
• Experience creating training materials and building training programs from scratch
• Experience educating people new to payroll and making complex payroll concepts simple and practical
• Proven ability to develop engaging training materials, exercises, and learning modalities that people actually use
• Hands-on payroll onboarding or implementation experience, with a willingness to do the work directly
• Strong working knowledge of multi-state payroll tax, pre- and post-tax deductions, benefits and retirement (including 401(k)), and garnishments
• Experience resolving payroll issues directly with employers (PTO, 401(k), deductions, garnishments, W-4s, and tax discrepancies)
• Strong attention to accuracy; a payroll that is a few cents off is unacceptable without finding the cause
• Comfortable working with spreadsheets, including reviewing and uploading YTD balances and mapping settings and deduction data from other providers’ reports
• Clear, patient communication via Zoom, phone, and email
• Ability to run multiple onboarding and training efforts at once using a ticketing and tracking system (Zendesk, Slack, and Google Workspace)
• Comfortable with the “startup version” of the role: less structure, more ownership, and building the process while performing the work

Preferred Qualifications

• Train-the-trainer experience (taught other trainers or team leads how to teach)
• Experience with employers of 100+ workers or multi-state employers
• Comfort presenting to partner leadership and explaining what strong onboarding requires

Location

• Remote (US)