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Client Onboarding Manager Jobs in Raleigh, NC (NOW HIRING)

FatCat Strategies

Account Manager

Raleigh, NC · On-site

Maintain organized client documentation, notes, and project files * Manage onboarding processes for new clients and projects Project Management & Organization * Independently manage timelines ...

FatCat Strategies

Account Manager

Raleigh, NC · On-site

Maintain organized client documentation, notes, and project files * Manage onboarding processes for new clients and projects Project Management & Organization * Independently manage timelines ...

Versana

Client Success Operations Lead

Raleigh, NC

This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...

Versana

Client Success Operations Lead

Raleigh, NC

This includes driving execution across product demonstrations, client onboarding, account ... Exposure to CRM platforms to track and follow up on customer requests. Understanding of financial ...

FatCat Strategies

Account Manager

Raleigh, NC

Maintain organized client documentation, notes, and project files * Manage onboarding processes for new clients and projects Project Management & Organization * Independently manage timelines ...

Versana

Client Success Operations Lead

Raleigh, NC · On-site

This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...

3E

Customer Success Engineer

Durham, NC · On-site

Client Onboarding * Manage 1 to 3 onboarding projects at a time, tailoring the process to each client's unique needs and guiding them toward becoming a mature, self-sufficient customer. * Ensure a ...

3E

Customer Success Engineer

Durham, NC · On-site

Client Onboarding * Manage 1 to 3 onboarding projects at a time, tailoring the process to each client's unique needs and guiding them toward becoming a mature, self-sufficient customer. * Ensure a ...

Solid Rock Recruiting LLC

Tax Manager

Raleigh, NC · Hybrid

$120K - $165K/yr

Tax Manager - Public Accounting Firm Location: Raleigh, NC Work Style: Hybrid or In-Office ... client onboarding, and workflow efficiency Qualifications * Active CPA license (required) * 6+ ...

Solid Rock Recruiting LLC

Tax Manager

Durham, NC · Hybrid

$120K - $165K/yr

Tax Manager - Public Accounting Firm Location: Durham, NC Work Style: Hybrid or In-Office ... client onboarding, and workflow efficiency Qualifications * Active CPA license (required) * 6+ ...

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All JobsClient Onboarding JobsClient Onboarding Manager JobsClient Onboarding Manager Jobs in Raleigh, NC

Client Onboarding Manager information

See Raleigh, NC salary details

$37.7K

$74K

$101.5K

How much do client onboarding manager jobs pay per year?

As of Jul 18, 2026, the average yearly pay for client onboarding manager in Raleigh, NC is $74,045.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,043.00 and $74,909.00 per year, depending on experience, location, and employer.

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 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 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.

What are the most commonly searched types of Client Onboarding jobs in Raleigh, NC? The most popular types of Client Onboarding jobs in Raleigh, NC are:
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What cities near Raleigh, NC are hiring for Client Onboarding Manager jobs? Cities near Raleigh, NC with the most Client Onboarding Manager job openings:
Client Onboarding Manager jobs near you
Infographic showing various Client Onboarding Manager job openings in Raleigh, NC as of July 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $74,045 per year, or $35.6 per hour.
Manager, Client Accounting Services Onboarding

Manager, Client Accounting Services Onboarding

Aprio

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Client Accounting team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Onboarding Mnanager to join their dynamic team.

The Onboarding Manager, Client Accounting Services is responsible for delivering a best-in-class transition experience for every new CAS client. From signed engagement letter through successful handoff to the recurring service team, this individual owns the entire onboarding lifecycle - setting up accounting systems, integrating third-party tools, defining scalable workflows, and ensuring the client feels confident and well-supported from day one.

This is an ideal role for an accounting professional who enjoys project leadership, client-facing work, and using technology to modernize financial operations.

Position Responsibilities:
Client Onboarding & Project Leadership
  • Lead each new client engagement from kickoff call through transition to the recurring CAS team
  • Serve as the single point of contact for all onboarding-related questions, issues, and communications
  • Build and manage project plans with clear scope, milestones, timelines, and budget parameters
  • Proactively identify risks and resolve issues before they impact the client experience
  • Review client financials to identify cleanup needs, assess any potentially out-of-scope work, and escalate findings to leadership.
  • Conduct structured kickoff meetings to gather the financial and operational information needed to stand up the engagement
Accounting Systems & Technology Implementation
  • Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite) to meet each client's specific needs
  • Configure and integrate third-party tools including bill pay, payroll, expense management, and document management solutions (BILL, Ramp, Expensify, Fathom & Jirav). 
  • Design scalable chart of accounts, reporting structures, and month-end close processes
  • Train clients and internal team members on new systems and workflows
Accounting & Financial Reporting
  • Provide initial accounting support during the transition period, including reconciliations and financial statement preparation
  • Review financials to ensure GAAP-compliant, accurate reporting prior to client handoff
  • Establish month-end close checklists and standard operating procedures for the ongoing service team
Internal Collaboration & Process Improvement
  • Partner with CAS managers, practice leaders, and IT to ensure seamless transitions from onboarding to steady-state service
  • Document client-specific procedures and system configurations for the ongoing team
  • Identify and champion process improvements that increase onboarding efficiency and client satisfaction
  • Provide feedback loops to sales and proposals teams on scope accuracy and engagement scoping
Qualifications:
  • Bachelor's degree in Accounting, Finance, or related field
  • 5-8 years of accounting or finance experience, including time in a client-facing or multi-client environment
  • Demonstrated experience leading accounting system implementations or client migrations
  • Strong working knowledge of GAAP and ability to prepare or review financial statements
  • Proficiency in QuickBooks Online (QBO) and/or Sage Intacct; NetSuite and/or Xero experience a plus
  • Exceptional project management skills: ability to manage multiple simultaneous onboardings with competing deadlines
  • Outstanding communication and relationship management skills - comfortable presenting to C-suite stakeholders
Preferred Qualifications:
  • CPA license or active candidate
  • Public accounting or professional services firm background
  • Experience in a managed services or outsourced accounting model
  • Familiarity with workflow and practice management tools (e.g., Wrike, Karbon)
  • Experience with third-party integrations: Bill.com, Ramp, Jirav, Fathom
Core Competencies:
  • Client Focus - Delivers an exceptional first impression that sets the tone for the long-term client relationship
  • Project Ownership - Takes end-to-end accountability for onboarding outcomes without needing close oversight
  • Tech Savviness - Quickly learns new platforms and connects the right tools to the client's business model
  • Organized & Detail-Oriented - Tracks dozens of moving parts across simultaneous engagements with precision
  • Collaborative - Works effectively across internal teams, escalating appropriately and sharing knowledge freely
  • Adaptable - Comfortable in a fast-growing, evolving practice where processes are still being built 
$100,000 - $160,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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