Onboarding and Training Leader

About Our Solution:

Our product offers a range of features that make employee management effortless. We provide time and attendance tracking, employee payments, and more. This helps small businesses manage their payroll by eliminating manual processes.

Our customers enjoy peace of mind knowing they're following all regulations. They appreciate our automated system, which can process payroll in seconds. This makes it easy to keep track of what employees are owed and when payments are due.

Our values are rooted in Customer Empathy & Product Innovation. We're passionate about building an extremely useful and usable product. This has helped us grow significantly within a short span of time.

The Role:

We're seeking a highly skilled professional to lead our Onboarding and Training team. In this role, you'll oversee a team responsible for ensuring high-quality training delivery to B2B clients.

Your primary objective will be to improve activation and retention metrics, enhance customer experience, and contribute to long-term client success.

This position requires strong leadership, excellent communication, and a deep understanding of the IT/SaaS industry, training methodologies, and digital enablement tools.

Key Responsibilities:

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• Oversee a team of onboarding/Product specialists. Provide strategic direction, coaching, and performance feedback to ensure consistent delivery excellence.">
• Develop and execute effective onboarding strategies to drive Month-on-Month activation growth and improve client engagement and satisfaction.">
• Conceptualize and produce training content, including videos, playbooks, and digital modules to enable scalable, self-serve onboarding experiences.">
• Identify opportunities for streamlining onboarding workflows and implementing product/process levers that enhance training delivery and impact.">
• Work closely with Product, Marketing, and Customer Support teams to align training efforts with product changes, feature rollouts, and support trends.">
• Build strong relationships with key clients, understand their business needs, and deliver customized onboarding solutions that drive long-term value.">
• Collaborate with the product team to design and improve in-app onboarding flows and training journeys.">
• Define clear KPIs and success metrics. Monitor team performance and activation data, providing timely reporting and corrective action where needed.">
• Analyze customer feedback, competitor activity, and market trends to uncover insights that drive product and onboarding improvements.">
• Provide regular performance reports, forecasts, and insights to senior management, highlighting progress, challenges, and strategic initiatives.">

Requirements:

You'll need 4-5 years of experience in onboarding or training, with at least 2+ years in a leadership role. You should have strong experience in client onboarding for B2B/SaaS products.

You'll also need proven ability to create engaging digital training content and video modules. A deep understanding of onboarding funnels, CRM tools, and client journey optimization is essential.

Strong leadership, team management, and stakeholder communication skills are required. You'll need to translate technical product knowledge into digestible, actionable training for diverse audiences.

An analytical mindset with a focus on data-driven decision making and continuous improvement is necessary. A proven track record of achieving or exceeding onboarding/activation KPIs is desired.

Preferred Qualifications:

Candidates with experience in IT/SaaS industries, training methodologies, and digital enablement tools will be preferred. Experience with CRM tools and client journey optimization will be an asset.