Client Onboarding Coordinator(Temporary)

Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check.

AI at BambooHR

At BambooHR, we believe in leveraging cutting-edge technology to empower people and transform HR. We’re actively integrating AI into our solutions and workflows to enhance efficiency and drive innovation. To that end, we’re looking to our existing team members and future hires to share this forward-thinking mindset: individuals who are curious about AI’s potential, eager to learn and adapt, and ready to explore how intelligent tools can elevate their work along with BambooHR’s impact on setting people free to do great work. Join us in reimagining the future of HR!

Essential Job Duties

When a new customer signs up to run payroll with BambooHR, getting their first payday right is critical. 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.

You will:

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.

Fixed-Term Employment Details

This is a fixed-term position scheduled to end on February 28, 2027, with the potential for conversion to regular employment based on business needs. Conversion to a permanent position is not guaranteed.

What You Need to Get the Job Done

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.

What Will Make Us REALLY Love You

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.

What You'll Love About Us

A Great Team & Culture. We’re proud to be recognized by Inc., Salt Lake Tribune, Glassdoor, and Comparably for our workplace culture.

Meaningful Impact. You’ll jump in, own your work, and make a real difference during the contract period.

Medical benefits available through our employer vendor.