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About the opportunity
The Client Readiness Manager (CRM) is a key client advocate and operational leader within Dayforce Managed Services Operations, helping to ensure a seamless transition for clients moving into Dayforce Managed Services. This role facilitates partnership between Clients, Implementation Services, and Managed Operations, helping to ensure that clients are fully prepared, aligned with best practices, and successfully integrated into the Managed Services model while advocating for both client needs and operational efficiency.
The CRM owns and administers the Managed Payroll Align program, ensuring that all new and SaaS-to-Managed clients complete a structured payroll process assessment before Implementation begins. Managed Payroll Align focuses on a select number of key payroll processes, providing best-practice recommendations, but it is ultimately up to the client to determine how, and if, to apply the provided recommendations to their business operations. Through Align, the CRM evaluates client payroll processes against Dayforce Managed Services Best Practices, identifies gaps, inefficiencies, and compliance risks, and provides clear recommendations for standardization, automation, and process governance. The CRM also educates clients on best-practice workflows, helping them understand how their operations will fit into the managed service model helping to ensure that critical process alignment decisions are finalized before go-live.
With larger clients eligible for CRM assignment, the CRM plays an expanded role beyond Align, ensuring on-going client advocacy, governance, and operational readiness oversight throughout Implementation and Hypercare period (post-Live). This may include facilitating discussions to resolve process gaps, reinforcing best-practice adoption, and helping to negotiate Exception discussions when a client’s business processes do not align with Managed Services practices. This role is a Client and Managed Services Operations advocacy supplement to the Services On-Boarding team, which owns the implementation.
Ideally, the CRM will have, and continually strive for, an understanding of impactful Dayforce configuration settings to help clients navigate system capabilities, automation potential, and configuration dependencies. While not a mandatory requirement, this knowledge can enhance the CRM’s ability to facilitate discussions between the client and Managed Operations, particularly when determining exception handling strategies and governance frameworks for non-standard workflows.
This position may be based outside of North America but requires adherence to Business hours required to support North American clients, payroll cycles, compliance requirements, and operational deadlines so Eastern Time is preferred. The CRM must also have, or quickly acquire, a strong understanding of North American payroll regulations, service models, and best practices to effectively guide clients and ensure a successful transition into Dayforce Managed Operations.
What you’ll get to do
Managed Payroll Align (All New & SaaS-to-Managed Clients)
• Own and administer the Managed Payroll Align program, ensuring a structured payroll process assessment is completed
• Facilitate Managed Payroll Align workshops to evaluate client payroll workflows, identify gaps, and align processes with Dayforce Managed Services best practices
• Educate clients on best-practice process flows for a select number of key payroll processes, ensuring they understand how their workflows align with Dayforce’s Managed model
• Document Best Practice workflows, process exceptions, and compliance requirements, providing structured recommendations for process standardization and automation.
• Ensure that Managed Payroll Align findings are communicated to respective internal teams with timely escalation of any appropriate concerns to the respective team(s)
• Work to ensure that all Managed Payroll Align materials are current and uniformly accepted within appropriate operational teams through documentation, discussion facilitation, and/or regular inquiry
• Partner with regional CRMs for joint-country Align initiatives
Client Readiness for Managed Services Implementations (Large Enterprise Clients Eligible for CRM Assignment)
• Act as a key advocate for both the Client and Managed Operations, helping to ensure a seamless transition into Dayforce Managed Services Operations
• Facilitate partnership between the client, Services Onboarding, and Managed Operations, ensuring all stakeholders are aligned on process standardization, service expectations, and readiness requirements
• Oversee Client Readiness, process standardization, and compliance alignment, ensuring business processes fit the Dayforce Managed Services model
• Conduct readiness assessments, identifying possible standardization opportunities that may be impactful to their Managed Services experience
• Guide clients through best-practice process adoption, helping to ensure that they transition smoothly from self-managed payroll to a fully managed service model.
• Facilitate appropriate governance meetings and executive decision checkpoints, proactively addressing risks, scope deviations, and service exceptions relative to Client Readiness
• Limited oversight and advisement on a structured handover from Implementation to steady-state Managed Services teams, with fully documented processes, SOPs, and service expectations
• Partner with the Implementation team from project initiation through Hypercare, ensuring full operational integration into Dayforce Managed Services
• Provide ongoing client advocacy, governance, and process oversight, ensuring alignment with Managed Services standards
• Collaborate with Implementation teams to monitor progress, resolve process gaps, and align client payroll operations with the Managed Services model.
• Conduct readiness assessments at key implementation milestones, ensuring compliance, testing, and go-live preparedness
• Attend and support post-Live Hypercare activities, ensuring clients successfully transition into steady-state Managed Services operations
• Help to identify client payroll practices that do not fit within the standard Dayforce Managed Services model, assessing impact and operational feasibility
• Partner with Steady-State Managed Operations and the client to negotiate and document operational exceptions, ensuring they are governed by clear SOPs
• Monitoring for exception handling strategies confirmation before go-live, aligning client expectations with Dayforce Managed Service capabilities
• Provide guidance on impactful Dayforce configuration settings, ensuring informed decision-making around automation, compliance, and process changes
• Facilitate appropriate readiness discussions between client stakeholders, Payroll Operations, and/or Implementation teams to discuss and solidify any necessary non-standard processes, if required
• Serve as the governance checkpoint, ensuring client onboarding remains on track, within scope, and aligned with Managed Services
• Coordinate across multiple internal teams, ensuring alignment on project milestones, risks, and operational decisions
• Manage multiple concurrent onboarding projects, balancing client priorities, business constraints, and service deliverables
• Provide executive-level reporting and status updates, ensuring leadership and stakeholders remain informed of readiness progress and risk management strategies
• Help ensure that clients are fully prepared for long-term success, coordinating a seamless transition to steady-state Managed Services operations
Skills and experience we value
• Bachelor’s degree or equivalent work experience in Payroll, HR, Business Administration, Finance, and/or related fields
• 3+ years of experience in Client Readiness, Payroll Services, Project Management, or Change Management within an HCM or Managed Services environment
• Expertise in North American payroll processing, tax regulations, compliance frameworks, and service delivery models
• Experience managing client onboarding, payroll service transitions, or process transformation projects
• Ability to work across multiple time zones, ensuring engagement with North American clients while collaborating with global teams
• Proficient in Microsoft Outlook, Power Point, Word, Excel, and Visio
• 3+ years of experience where the duties included direct Client conversation in addition to written communication
• While this role may be based outside of North America, the CRM must be willing to work North American business hours (Eastern Time preferred) as required to support North American clients
What would make you really stand out
• While not mandatory, experience in documenting and presenting business process flows is beneficial
What’s in it for you
Dayforce is fueled by the diversity of our talented employees. We are an equal opportunity employer and consider and embrace ALL individuals and what makes them unique. We believe our employees should be happy and healthy, with peace of mind and a sense of fulfillment.
We encourage individuals to apply based on their passions.
Dayforce encourages personal and professional growth. We offer excellent time away from work programs, comprehensive wellness initiatives and recognition through competitive pay and benefits.
With a commitment to community impact, including volunteer days and our charity, Dayforce Cares we provide opportunities for you to thrive both in your career and personal life. Our focus is not just on your job but on supporting you to be the best version of yourself.
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