Description
We are seeking a Client Onboarding Coordinator to join our Payroll Onboarding team. As a Client Onboarding Coordinator, you will be the first touchpoint for new payroll clients after sales. You will serve as the vital bridge between sales and our Payroll Onboarding team, guiding clients through gathering, verifying, and submitting all required documents and data for a successful kickoff.
Responsibilities:
- Reach out to new clients within 24 hours of assignment to welcome them and outline the required next steps and timeline to get started with BambooHR.
- Guide clients through what onboarding data and documents are required, where to locate them, and how to upload them correctly (including screen-share coaching as needed).
- Gather and validate required signed documents, ensuring documents are complete, legible, and properly executed before handoff.
- Monitor intake progress daily to make sure the clients complete the necessary steps within the 7-business-day deadline, and proactively communicate gaps, risks, and due dates to the client to keep first pay date eligibility on track.
- Maintain accurate status tracking and clear handoff notes for downstream teams, ensuring all criteria are met before transition.
Requirements:
- 1+ years of experience in customer-facing positions (phone/video/email/chat).
- Strong organization and attention to detail,able to validate document completeness/accuracy and manage multiple clients in parallel under tight deadlines.
- Strong written and verbal communication skills,able to explain instructions plainly and build trust quickly while holding firm timelines and expectations.
- Experience managing high-volume, deadline-driven work under pressure.
- Comfort with learning and navigating multiple software tools/systems (e.g., CRM/ticketing, file portals, internal dashboards) and documenting work cleanly.
- Willingness to jump in and support the team whenever needed, bringing a positive, flexible attitude.
Nice to Have:
- Prior experience supporting payroll, HRIS, benefits administration, or time/attendance workflows (intake, document auditing, or onboarding support).
- Experience in SaaS onboarding, customer implementation, or project coordination in a fast-paced environment.
- Familiarity with payroll-related forms and authorizations (e.g., POA/TPA documentation) and common client document workflows.
Benefits:
- A Great Team & Culture
- Meaningful Impact
- Medical benefits available through our employer vendor