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Client Onboarding Manager Jobs (NOW HIRING)

Wealth Inc

Client Onboarding Manager

New York, NY · On-site

$125K - $150K/yr

Client Onboarding Manager Location : Hybrid (NYC) About Us Wealth.com is the industry's leading advanced planning platform. Trusted by many of the largest names in global finance, Wealth.com combines ...

Progyny

Senior Client Onboarding Manager

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations that exceed our clients' expectations. We are looking for a natural leader who is smart, innovative ...

Progyny

Senior Client Onboarding Manager

New York, NY · On-site

The Senior Client Onboarding Manager will be responsible for driving smooth client implementations that exceed our clients' expectations. We are looking for a natural leader who is smart, innovative ...

Connecteam

Client Onboarding Manager

New York, NY · On-site

Experience & Skills * 2+ years of experience in implementation, onboarding, customer facing SaaS role with SMB & Mid Market client sizes. * Strong project management skills with the ability to manage ...

SpotOn

Client Onboarding Manager

Chicago, IL · Remote

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and process improvements. This role ensures delivery against strategic objectives while developing team ...

SpotOn

Client Onboarding Manager

Royal Oak, MI · Remote

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and process improvements. This role ensures delivery against strategic objectives while developing team ...

SpotOn: Sales

Client Onboarding Manager

Chicago, IL · On-site

$77K - $100K/yr

The Manager, Client Onboarding leads a team of specialists, driving operational excellence and process improvements. This role ensures delivery against strategic objectives while developing team ...

Citigroup, Inc.

Client Onboarding Analyst

Tampa, FL · On-site

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 Analyst

Tampa, FL · On-site

$93K - $140K/yr

Lead and manage strategic projects aimed at enhancing and standardizing client onboarding processes across different regions. * Develop project plans, define scope and deliverables, and manage ...

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How much do client onboarding manager jobs pay per year?

As of Aug 22, 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?

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 does a client onboarding manager do?

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.

What are the key skills and qualifications needed to thrive as a client onboarding manager?

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.

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Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $76,606 per year, or $36.8 per hour.

Client Onboarding Manager

Brundage Group

Pinellas Park, FL • On-site

$81K - $122K/yr

Full-time

Posted 15 days ago

Job description

Job Type
Full-time
Description
The Client Onboarding Manager owns and manages Brundage Groups onboarding engine. Ensuring every signed client and expansion moves from contract to live on a predictable timeline. They take each signed client or expansion, stand up the project, and drive it to go-live; delivering a live client with a clean handoff to the Client Success and Operations teams. The Client Onboarding Manager informs leadership exactly where every deal sits between booked and billing throughout the projects' cycles, leads the Onboarding Team, and evolves the required project onboarding toolset from the baseline capabilities already in place today. They own the book-to-bill status reporting executives, and the board rely on, ensure onboarding timeline and metrics are met, and are responsible for ensuring a smooth and successful onboarding and transition through stabilization. This role runs on communication and follow-through. It's the person who gets clients and internal teams to do the right thing, on time, without being chased.
Requirements
Duties and Responsibilities:
  • Project & Portfolio Management: Owns each onboarding project end-to-end, from contract signature to go-live and handoff to Operations. Manages a portfolio of simultaneous onboarding projects across services and product installs. Builds and maintains project plans in Brundage's proprietary onboarding tooling (milestones, task owners, dependencies, target go-live dates). Manages scope, timelines, risks, issues, and change across every active project, driving both client-side and Brundage-side tasks to completion, on time and complete.
  • Sales Handoff & Intake: Owns the Sales-to-Onboarding handoff, defining what a complete handoff requires (signed contract/SOW, scope, pricing, key contacts, success criteria) and enforcing it. Sets and runs the cadence for taking handoff from Sales at contract signature.
  • Cross-Functional Coordination: Coordinates Brundage IT, Sales, Operations, Client Engagement, and Finance around each project. Relies on IT for the technical build and installation of Certus Radar, Connect, and Beacon while owning the project management around it. Assesses, manages, resolves, and escalates risks and issues across the portfolio.
  • Operations & Client Engagement Handoff: Defines handoff criteria and runs the cadence for delivering each live client or expansion to Operations and Client Engagement for ongoing account management and support. Confirms readiness and completeness at each transition, and runs close-out and post-project review.
  • Team Leadership: Leads, coaches, and develops a team who supports detailed task tracking and communications. Assigns work across the portfolio and sets standards for timeliness, accuracy, and quality. Serves as escalation point for complex client or project issues.
  • Reporting & Book-to-Bill: Owns and maintains critical book-to-bill status reporting across all onboarding projects. Coordinates closely with Finance/FP&A to keep reporting accurate and reconciled. Produces reporting reliable enough for executive and board packages; is the single source of truth on where every signed deal sits between booked and billing.
  • Performs other duties as assigned

KNOWLEDGE, SKILLS AND ABILITIES:
  • 3-5 years of project management, implementation, or client onboarding experience, including some experience directing others.
  • Proficiency with project management tools (Smartsheet, Asana, MS Project, Jira, or similar) and the discipline to keep a system of record clean.
  • Excellent verbal and written communication; able to drive decisions and chase completion across clients and internal teams without friction.
  • Healthcare experience is a plus; hospitals, health systems, revenue cycle, CDI/mid-cycle, healthcare services, or healthcare tech.
  • A track record running multiple concurrent projects to on-time completion, building trust with clients and internal stakeholders along the way.
  • Strong organization and follow-through; nothing falls through the cracks. Comfort with status reporting and the numbers behind it, and able to work fluently with Finance/FP&A.
  • Ability to adapt to a fast-paced, dynamic environment with changing priorities and multiple projects competing for attention.
  • Ability to work independently and lead a small team collaboratively; requiring minimal supervision.

WORK EXPERIENCE, EDUCATION AND CERTIFICATIONS:
  • Bachelor's degree in business, healthcare administration, project management, or a related field required; Masters preferred
  • PMP, CAPM, or equivalent project management certification required

WORKING CONDITIONS AND PHYSICAL REQUIREMENTS:
  • Conditions typically associated with an office environment. While performing the essential duties and responsibilities, the employee is regularly required to speak or hear. May be frequently required to sit, stand or walk. Moderate to prolonged reading, typing, and computer work. Ability to perform tasks involving physical activity that may include lifting up to 25 pounds.
  • Limited Travel may be required (<5>

Salary Description
$81,377-$122,065

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