Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... onboarding manager.
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Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... onboarding manager.
Quick apply
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... onboarding manager.
Elkhart, IN · Hybrid
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · Hybrid
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · On-site
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · On-site
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Muncie, IN · On-site
Implement a structured client onboarding and performance rhythm including consistent business ... Manage onboarding and hand-offs from Sales to Operations, ensuring expectations are aligned. Market ...
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Muncie, IN · On-site
Implement a structured client onboarding and performance rhythm including consistent business ... Manage onboarding and hand-offs from Sales to Operations, ensuring expectations are aligned. Market ...
Elkhart, IN · On-site
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · On-site
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · Hybrid
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
Elkhart, IN · Hybrid
$50K - $100K/yr
Conduct an initial interview to determine the needs of the client. Introduce and clearly explain ... Compensation is highly customizable, and should be discussed directly with the onboarding manager.
... onboarding, and maintaining consistent outreach activity that contributes directly to advisor ... Accurately document all client interactions and activity within CRM systems. * Track and report key ...
... onboarding, and maintaining consistent outreach activity that contributes directly to advisor ... Accurately document all client interactions and activity within CRM systems. * Track and report key ...
... onboarding, and maintaining consistent outreach activity that contributes directly to advisor ... Accurately document all client interactions and activity within CRM systems. * Track and report key ...
... onboarding, and maintaining consistent outreach activity that contributes directly to advisor ... Accurately document all client interactions and activity within CRM systems. * Track and report key ...
Indianapolis, IN · On-site
$99K - $130K/yr
Client Onboarding & Relationship Management: * * Lead the onboarding process for new audit clients, including engagement planning, expectation setting, and internal coordination. Build and maintain ...
Indianapolis, IN · On-site
$99K - $130K/yr
Client Onboarding & Relationship Management: * * Lead the onboarding process for new audit clients, including engagement planning, expectation setting, and internal coordination. Build and maintain ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage endtoend onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage endtoend onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage end‑to‑end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage end‑to‑end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage end-to-end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
Key Responsibilities Client Onboarding & Implementation Leadership * Manage end-to-end onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including ...
The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day ... Client Onboarding & Implementation * Execute standard treasury onboarding, implementation, and ...
The Treasury Management Service Specialist I provides onboarding, maintenance, and day‑to‑day ... Client Onboarding & Implementation * Execute standard treasury onboarding, implementation, and ...
Key Responsibilities Client Onboarding & Implementation Leadership Manage endtoend onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning ...
Key Responsibilities Client Onboarding & Implementation Leadership Manage endtoend onboarding, implementation, and product maintenance for Business Banking and Commercial clients, including planning ...
Indianapolis, IN · On-site +1
The Treasury Management Service Specialist I provides onboarding, maintenance, and daytoday service ... Client Onboarding & Implementation Execute standard treasury onboarding, implementation, and ...
Indianapolis, IN · On-site +1
The Treasury Management Service Specialist I provides onboarding, maintenance, and daytoday service ... Client Onboarding & Implementation Execute standard treasury onboarding, implementation, and ...
Indianapolis, IN · On-site
$65K - $77K/yr
Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools * Collaborate closely with internal teams to support long-term client success We are looking for:
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Indianapolis, IN · On-site
$65K - $77K/yr
Maintain accurate records of opportunities, conversions, and onboarding status in CRM tools * Collaborate closely with internal teams to support long-term client success We are looking for:
Indianapolis, IN · On-site
$65K - $77K/yr
... CRM tools • Collaborate closely with internal teams to support long-term client success We are looking for: • Experience in sales, onboarding, or client facing roles is a plus but not required ...
Indianapolis, IN · On-site
$65K - $77K/yr
... CRM tools • Collaborate closely with internal teams to support long-term client success We are looking for: • Experience in sales, onboarding, or client facing roles is a plus but not required ...
Evansville, IN · On-site
Oversee client onboarding and fund launches, coordinating cross-functional partners to ensure timely, compliant, and accurate setup. * Manage fund data integrity and reporting, including database ...
Evansville, IN · On-site
Oversee client onboarding and fund launches, coordinating cross-functional partners to ensure timely, compliant, and accurate setup. * Manage fund data integrity and reporting, including database ...
Oversee client onboarding and fund launches, coordinating crossfunctional partners to ensure timely, compliant, and accurate setup. * Manage fund data integrity and reporting, including database ...
Oversee client onboarding and fund launches, coordinating crossfunctional partners to ensure timely, compliant, and accurate setup. * Manage fund data integrity and reporting, including database ...
Indianapolis, IN · On-site
$50K - $140K/yr
... client onboarding and management processes to foster long-term partnerships - Utilizing data analytics to inform client strategies and improve service delivery - Managing customer interactions and ...
Indianapolis, IN · On-site
$50K - $140K/yr
... client onboarding and management processes to foster long-term partnerships - Utilizing data analytics to inform client strategies and improve service delivery - Managing customer interactions and ...
$36.6K - $42.2K
5% of jobs
$42.2K - $47.8K
0% of jobs
$47.8K - $53.4K
0% of jobs
$53.4K - $59.1K
0% of jobs
$59.1K - $64.7K
4% of jobs
$67K is the 25th percentile. Wages below this are outliers.
$64.7K - $70.3K
38% of jobs
The median wage is $70.7K / yr.
$70.3K - $75.9K
44% of jobs
$75.9K - $81.6K
3% of jobs
$81.6K - $87.2K
2% of jobs
$87.2K - $92.8K
2% of jobs
$92.8K - $98.4K
2% of jobs
$36.6K
$71.8K
$98.4K
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.
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.
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.

Full-time
Re-posted 20 days ago