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Client Onboarding Manager Jobs (NOW HIRING)

Citigroup, Inc.

Client Onboarding Manager

Tampa, FL · On-site

$93.44K - $140.16K/yr

We are seeking a highly motivated and experienced Client Onboarding Manager to join our FI Services Onboarding for Investor Services team. The successful candidate will have a strong background in ...

Citigroup, Inc.

Client Onboarding Manager

Tampa, FL · On-site

$93.44K - $140.16K/yr

We are seeking a highly motivated and experienced Client Onboarding Manager to join our FI Services Onboarding for Investor Services team. The successful candidate will have a strong background in ...

PaulHood

Client Operations Onboarding Manager

$55K - $70K/yr

Client Operations Onboarding Manager Reports to: Director of Client Operations Location: Remote, USA or Any PaulHood Office About the Role At PaulHood we are transforming the mid-market CPA industry ...

Apex Systems

Client Onboarding Analyst

Jersey City, NJ · Hybrid

Manage 10 to 15 client onboarding projects simultaneously. * Own the full onboarding lifecycle from documentation and application review through testing and activation. * Serve as the primary point ...

Phaxis

AVP - Client Onboarding

Manhattan, NY · On-site

$80K - $120K/yr

Key Qualifications • 3+ years of client onboarding experience, preferably with institutional clients • Strong project management skills in fast-paced, deadline-driven environments • Excellent ...

Enumerate

Onboarding Manager

Boston, MA · On-site

$60K - $71K/yr

Enumerate is looking for a Customer Onboarding Manager to join our team! Enumerate is hiring an ... Someone who thrives in a client-facing role and enjoys solving challenges with a consultative ...

Enumerate

OR · On-site

Enumerate is looking for a Customer Onboarding Manager to join our team! Enumerate is hiring an ... Someone who thrives in a client-facing role and enjoys solving challenges with a consultative ...

Enumerate

Onboarding Manager

$60K - $71K/yr

Enumerate is looking for a Customer Onboarding Manager to join our team! Enumerate is hiring an ... Someone who thrives in a client-facing role and enjoys solving challenges with a consultative ...

Evernest Holdings, LLC

Client Onboarding Analyst

AL

$65K - $75K/yr

Client Onboarding Analyst at Evernest COMPANY OVERVIEW Evernest is a full-service real estate and ... Our goal is to manage 250,000 homes by 2030, and we're looking for driven individuals who share our ...

Enumerate

Onboarding Manager

Clearwater, FL · On-site

$60K - $71K/yr

Enumerate is looking for a Customer Onboarding Manager to join our team! Enumerate is hiring an ... Someone who thrives in a client-facing role and enjoys solving challenges with a consultative ...

Enumerate

Onboarding Manager

Knoxville, TN · On-site

$60K - $71K/yr

Enumerate is looking for a Customer Onboarding Manager to join our team! Enumerate is hiring an ... Someone who thrives in a client-facing role and enjoys solving challenges with a consultative ...

Beck Technology

Managing project execution against detailed schedule to meet deadlines * Coordinating internal resources to configure reports and technical support to end-users As a Client Onboarding Specialist, you ...

IMPACT

Onboarding Manager

Manhattan, NY · On-site

$70K - $80K/yr

Client-facing experience in onboarding, implementation, or customer success * Ability to manage multiple onboarding projects simultaneously Typical Experience * ~2+ years experience in customer ...

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How much do client onboarding manager jobs pay per year?

As of May 28, 2026, the average yearly pay for client onboarding manager in the United States is $76,606.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $77,500.00 per year, depending on experience, location, and employer.

What is a Client Onboarding Manager job?

A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.

What are the key skills and qualifications needed to thrive in the Client Onboarding Manager position, and why are they important?

A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.

What does a typical day look like for a Client Onboarding Manager?

A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.
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Client Onboarding Manager jobs near you
Client Onboarding Manager

Client Onboarding Manager

Global Data Systems Inc

Lafayette, LA • On-site

Full-time

Posted 22 days ago

Job description

Job Type
Full-time
Description
The Client Onboarding Manager role will ensure consistent, high-quality execution of customer onboarding during this critical phase of customer acquisition and growth at Global Data Systems.Onboarding is the most consequential transition point in our customer lifecycle. With a clearly accountable role owning this phase end-to-end, we will reduce our risk exposure to delayed service activation, misaligned expectations, early-life escalations, billing issues, and avoidable rework which negatively impact customer confidence, retention, and operating efficiency.
This position provides:
  • Clear ownership and coordination of onboarding activities across CX, Managed Services, Security, Service Delivery, and Billing.
  • A standardized, repeatable onboarding model that reduces reliance on ad-hoc coordination and tribal knowledge.
  • Proactive management of customer expectations, readiness, and risk during the transition from contract signature to steady-state operations.
  • Cleaner operational handoffs that reduce downstream support issues and escalation volume.

As GDS continues to scale and evolve our service delivery model, this role is foundational to protecting early customer experience, accelerating time-to-value, and enabling sustainable growth. The absence of this role would materially increase operational risk and variability during onboarding, with downstream impacts to customer satisfaction, internal efficiency, and overall time-to-growth.
Position Summary:
The Client Onboarding Manager owns the end-to-end onboarding experience for new Global Data Systems customers-from contract signature through operational readiness and transition to steady-state managed services.
This role is accountable for ensuring new clients are onboarded quickly, securely, and with clarity, setting expectations, accelerating time-to-value, and establishing strong executive and operational trust. The Onboarding Manager operates at the intersection of Customer Experience, Managed Services, Service Fulfillment, Security, and Billing, serving as the single point of orchestration during the most critical phase of the customer lifecycle.
This role operates in an evolving environment and requires the ability to adapt onboarding approaches as GDS' service models, tools, and organizational structures continue to mature.
Onboarding at GDS is not just setup, it is a client intelligence orientation that enables long-term retention, stickiness, and scalable growth.
Key Responsibilities
Client Onboarding Ownership
  • Own the full onboarding lifecycle for new clients, from signed agreement through successful transition to operations.
  • Serve as the primary point of contact for customers during onboarding, ensuring a clear, confident, and well-managed experience.
  • Establish onboarding timelines, milestones, and success criteria in alignment with CX leadership, Service Delivery, and Commercial teams.
  • Balance execution discipline with flexibility as onboarding processes matures during ongoing organizational change.

Cross-Functional Orchestration
  • Coordinate onboarding activities across Managed Services, NOC, Service Desk, Security, Cloud, Billing, and Sales.
  • Ensure all onboarding prerequisites are met (technical readiness, access, documentation, billing alignment).
  • Drive accountability across teams to prevent delays, rework, or missed expectations.
  • Navigate shifting priorities, dependencies, and constraints across teams while maintaining forward progress for the customer.

Customer Experience & Communication
  • Set and manage customer expectations regarding scope, timelines, responsibilities, and outcomes.
  • Facilitate onboarding kickoff calls, readiness reviews, and executive touchpoints as appropriate.
  • Proactively identify risks, gaps, or friction points and escalate appropriately.
  • Communicate clearly and confidently with customers during periods of change, setting expectations while managing ambiguity.

Process, Standardization & Scale
  • Execute and continuously improve standardized onboarding frameworks, playbooks, and workflows, ensuring they remain effective as the organization scales and evolves.
  • Reduce variability and dependency on tribal knowledge by improving documentation and repeatability.
  • Partner with CX leadership to evolve onboarding into a scalable, measurable operating model.

Readiness, Quality & Handoff
  • Ensure customers are fully "operationally ready" before transition to steady-state support.
  • Validate documentation, configurations, escalation paths, and customer knowledge transfer.
  • Coordinate clean handoffs to Managed Services teams with full context and accountability.
  • Ensure readiness criteria reflect current and emerging delivery models, not legacy assumptions

Metrics & Continuous Improvement
  • Track onboarding KPIs such as time-to-onboard, time-to-value, onboarding CSAT, and early-life escalations.
  • Provide regular reporting and insights to CX leadership.
  • Leverage metrics to identify friction created by change and proactively address it.

Requirements
Required Qualifications
  • 5+ years of experience in customer onboarding, customer success, service delivery, or project management within an MSP, SaaS, or technology services environment.
  • Proven experience managing cross-functional initiatives without direct authority.
  • Strong customer-facing communication and stakeholder management skills.
  • Solid understanding of managed services, IT operations, and service delivery models.
  • Ability to manage multiple onboarding engagements concurrently in a fast-paced environment.

Preferred Qualifications
  • Experience in a managed services provider (MSP) environment.
  • Familiarity with security, compliance, or regulated customer environments.
  • Experience defining onboarding frameworks, playbooks, or lifecycle models.
  • Strong analytical mindset with comfort using data to drive decisions.
  • Experience supporting organizational change, service model evolution, or operating model transformation

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