Connecteam | Professional Services Manager (Offline & Online)
On behalf of Connecteam, SD Solutions is looking for a talented Professional Services Manager (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.
Your goal is straightforward: When the interaction ends (whether live call or backend task), the customer’s account is fully usable for daily operations — nothing half-done. Your work prevents rework, confusion, and customer frustration.
SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.
Responsibilities:
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
Shared Tools & Stack:
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:
Connecteam is a SaaS platform designed to help non-technical, frontline businesses manage their workforce in one place. Typical customers include restaurants, laundries, retail, cleaning services, and other operational businesses.
The platform covers:
Employee time tracking (clock in / clock out)
Scheduling and shift management
PTO and policies
Payroll inputs
Forms, checklists, and task management
Permissions, groups, and roles
Mobile + desktop usage (online and offline work)
Customers often need hands-on guidance to translate their real-world workflows into a working system — this is where Professional Services comes in.
By applying for this position, you agree to the terms outlined in our Privacy Policy. Please take a moment to review our Privacy Policy https://sd-solutions.breezy.hr/privacy-notice, and make sure you understand its contents. If you have any questions or concerns regarding our Privacy Policy, please feel free to contact us.
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.
Your goal is straightforward: When the interaction ends (whether live call or backend task), the customer’s account is fully usable for daily operations — nothing half-done. Your work prevents rework, confusion, and customer frustration.
SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.
Responsibilities:
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
Shared Tools & Stack:
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:
Connecteam is a SaaS platform designed to help non-technical, frontline businesses manage their workforce in one place. Typical customers include restaurants, laundries, retail, cleaning services, and other operational businesses.
The platform covers:
Employee time tracking (clock in / clock out)
Scheduling and shift management
PTO and policies
Payroll inputs
Forms, checklists, and task management
Permissions, groups, and roles
Mobile + desktop usage (online and offline work)
Customers often need hands-on guidance to translate their real-world workflows into a working system — this is where Professional Services comes in.
By applying for this position, you agree to the terms outlined in our Privacy Policy. Please take a moment to review our Privacy Policy https://sd-solutions.breezy.hr/privacy-notice, and make sure you understand its contents. If you have any questions or concerns regarding our Privacy Policy, please feel free to contact us.