SD Solutions is looking for a talented Professional Services Manager (combining Online and Offline aspects) to deliver exceptional customer onboarding and configuration support.

Budget: 1500 USD

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.

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.

Job Type: Full-time

Work Location: Remote

📌 Customer Success Specialist (Implementation & Onboarding) 1500 USD per month (Colombia)
🏢 SD Solutions
📍 Colombia