Client Onboarding Specialist
Draper, UT · On-site
Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...
Draper, UT · On-site
Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...
Draper, UT · On-site
Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...
Draper, UT · On-site
Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...
Draper, UT · On-site
Client Onboarding Specialist Location: Draper, UT 84020 (InsurePro) Reports to: Agency Leader ... This role handles organizational and clerical tasks, supports executives with scheduling, manages ...
Bountiful, UT · On-site
$38K - $50K/yr
Every new client deserves a seamless transition, clear communication, and confidence that they've ... Manage the full onboarding process for all new clients * Review policies for accuracy and ...
Quick apply
Bountiful, UT · On-site
$38K - $50K/yr
Every new client deserves a seamless transition, clear communication, and confidence that they've ... Manage the full onboarding process for all new clients * Review policies for accuracy and ...
Bountiful, UT · On-site
$38K - $50K/yr
Every new client deserves a seamless transition, clear communication, and confidence that they've ... Manage the full onboarding process for all new clients * Review policies for accuracy and ...
Quick apply
Bountiful, UT · On-site
$38K - $50K/yr
Every new client deserves a seamless transition, clear communication, and confidence that they've ... Manage the full onboarding process for all new clients * Review policies for accuracy and ...
Salt Lake City, UT · On-site
$106K - $132K/yr
Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily ... Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex ...
Salt Lake City, UT · On-site
$106K - $132K/yr
Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily ... Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex ...
Lehi, UT · On-site
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Lehi, UT · On-site
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Salt Lake City, UT · On-site
$90 - $120/hr
Support team manager in day-to-day oversight as well as strategic initiatives. * Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
$90 - $120/hr
Support team manager in day-to-day oversight as well as strategic initiatives. * Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Salt Lake City, UT · On-site
$90 - $120/hr
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
$90 - $120/hr
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Lehi, UT · On-site
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Lehi, UT · On-site
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Salt Lake City, UT · On-site
$120 - $180/hr
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
Salt Lake City, UT · On-site
$120 - $180/hr
Support team manager in day-to-day oversight as well as strategic initiatives. Participate in ... Interact with the Client Onboarding teams across other divisions, members of Compliance, Technology ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
Manage multiple onboarding activities while maintaining strong client service and attention to detail. Required Qualifications Bachelor's degree. Strong proficiency with Microsoft Office, including ...
Manage multiple onboarding activities while maintaining strong client service and attention to detail. Required Qualifications Bachelor's degree. Strong proficiency with Microsoft Office, including ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
The Onboarding Manager also has a major role in creating new processes internally and needs to be ... Coordinating and responding to client issues * Building new processes and working with different ...
$35.2K - $40.6K
5% of jobs
$40.6K - $46K
0% of jobs
$46K - $51.4K
0% of jobs
$51.4K - $56.8K
0% of jobs
$56.8K - $62.3K
4% of jobs
$64.5K is the 25th percentile. Wages below this are outliers.
$62.3K - $67.7K
38% of jobs
The median wage is $68.1K / yr.
$67.7K - $73.1K
44% of jobs
$73.1K - $78.5K
3% of jobs
$78.5K - $83.9K
2% of jobs
$83.9K - $89.3K
2% of jobs
$89.3K - $94.7K
2% of jobs
$35.2K
$69.1K
$94.7K
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.
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.
The most popular types of Client Onboarding jobs in Utah are:
For Client Onboarding Manager jobs in Utah, the most frequently searched job titles are:
The top searched job categories for Client Onboarding Manager jobs in Utah are:
Cities in Utah with the most Client Onboarding Manager job openings:

8.6
Based on 9 frontline employees who took The Breakroom Quiz
91st of 310 rated insurance
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Sourced by ZipRecruiter
Insurance services
51 - 200 Employees
Ladera Ranch, CA, US
2020