WorkforceTech Client #1 | Professional Services Manager (Offline & Online)

Responsibilities

• (combining Online and Offline aspects) to deliver exceptional customer onboarding and configuration support.
• You will meet clients on video calls to understand how their business operates and configure the system together with them in real time — acting as a trusted guide who keeps things clear, simple, and practical, even for non-technical users. At the same time, you will work behind the scenes on execution: receiving clear requirements and ensuring the system is configured accurately, completely, and ready to use before the customer logs in.
• 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

Requirements

• 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

Advantages

Connecteam platform (web + mobile, online/offline capabilities)

Excel/CSV for data uploads

• Task & project management: Monday.com, Trello, etc.
• CRM: HubSpot (familiarity)
• Video conferencing: Zoom / Google Meet

Documentation: Notion, Google Docs

AI tools are encouraged and welcomed to boost efficiency

About the company

A B2B SaaS platform that gives frontline businesses — restaurants, retail chains, cleaning companies, laundries — a single tool to manage their hourly workforce. Features span time clocks, shift scheduling, PTO policies, payroll exports, digital forms, checklists, and permission-based roles for both desktop and mobile use.

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