ZipRecruiter

Log In

1

Client Onboarding Manager Jobs in Fallbrook, CA (NOW HIRING)

Trestle Law, APC

Legal Intake Specialist

San Diego, CA · On-site +1

$18.75 - $25.25/hr

Manage the onboarding process, including data entry and setting up client files • Appointment Management : Book and confirm consultations using Calendly, and help maintain our lawyers' schedules ...

Trestle Law, APC

Legal Intake Specialist

San Diego, CA · On-site

$20 - $25/hr

Manage the onboarding process, including data entry and setting up client files • Appointment Management : Book and confirm consultations using Calendly, and help maintain our lawyers' schedules ...

8/21/2025

Legal Intake Specialist

San Diego, CA · On-site

$20 - $25/hr

New Client Onboarding: Manage the onboarding process, including data entry and setting up client files * Appointment Management: Book and confirm consultations using Calendly, and help maintain our ...

Trestle Law, APC

Legal Intake Specialist

San Diego, CA · Hybrid

$25/hr

New Client Onboarding : Manage the onboarding process, including data entry and setting up client files * Appointment Management : Book and confirm consultations using Calendly, and help maintain our ...

TEAM

Implementation Manager

San Diego, CA · Hybrid

Lead large-scale, high-profile client onboarding and implementation projects from kickoff through successful transition to ongoing service, including developing and managing project timelines ...

W3Global Inc.

Tax Manager

San Diego, CA · On-site +1

$125K - $165K/yr

Manage relationships for a portfolio of high-net-worth individuals, business owners, and real ... Conduct client onboarding meetings, tax planning discussions, and year-round advisory consultations.

Weiner Law

Intake Attorney

San Diego, CA · On-site

$39K - $45K/yr

You'll survey prospective clients and empathize with them on the details of their case, manage new client onboarding and data entry, and help our lawyers book and manage their appointments. We'll ...

next page

Showing results 1-20

All JobsClient Onboarding JobsClient Onboarding Manager JobsClient Onboarding Manager Jobs in Fallbrook, CA

Client Onboarding Manager information

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.

What job categories do people searching Client Onboarding Manager jobs in Fallbrook, CA look for?

The top searched job categories for Client Onboarding Manager jobs in Fallbrook, CA are:

What cities near Fallbrook, CA are hiring for Client Onboarding Manager jobs?

Cities near Fallbrook, CA with the most Client Onboarding Manager job openings:

Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Fallbrook, CA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Virtual Client Onboarding Representative

Nuvant Consulting Group

San Diego, CA • Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 22 hours ago

Posted today

Job description

Virtual Client Onboarding Representative
About the Role: Nuvant is hiring Virtual Client Onboarding Representatives to help new and prospective clients explore financial solutions that align with their personal or business goals. In this role, you’ll serve as a key first point of contact to introduce our services and guiding clients toward the next step.
Core Responsibilities
  • Serve as the primary virtual point of contact for new and incoming clients
  • Initiate outbound calls, emails, and messages to welcome and onboard clients
  • Engage in conversations to discover client needs and goals
  • Clearly explain service offerings and recommend next steps
  • Schedule follow-up calls or connect clients with the right team members
  • Maintain detailed and accurate client records in our CRM system

Qualifications
  • High school diploma or college degree preferred
  • Professional, friendly communicator who thrives in a client-facing environment
  • Organized and comfortable working in a work from home setting
  • A people-first approach with strong listening and follow-up skills
  • Previous experience in sales, appointment setting, or client-facing role a plus

What We Offer
  • Competitive base salary plus performance-based bonuses and incentives.
  • Access to comprehensive benefits package including medical, dental, vision, 401k, and paid time off.
  • Flexibility with structured support
  • Opportunities for advancement with a growing company
  • A team culture that values professionalism and performance

Powered by JazzHR

ToIFc9EjCL