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 ...
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 ...
Client Specialist
Chapel Hill, NC · On-site
You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...
Posted today
Client Specialist
Chapel Hill, NC · On-site
You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly ...
Posted today
VP of Client Implementation & Integration Revenue Cycle (Remote)
Chapel Hill, NC · On-site
$200K - $225K/yr
Client Services Reports To: Chief Legal & Corporate Affairs Officer Location: Remote FLSA Status ... Lead and mentor a high-performing team of implementation leaders, onboarding managers, project ...
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VP of Client Implementation & Integration Revenue Cycle (Remote)
Chapel Hill, NC · On-site
$200K - $225K/yr
Client Services Reports To: Chief Legal & Corporate Affairs Officer Location: Remote FLSA Status ... Lead and mentor a high-performing team of implementation leaders, onboarding managers, project ...
Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Support client onboarding requirements for financial planning and investment management applications. * Prepare and produce back-office support demands for basic client account requests. * Support ...
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Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Support client onboarding requirements for financial planning and investment management applications. * Prepare and produce back-office support demands for basic client account requests. * Support ...
Technical Consultant - North Hills, NC
Raleigh, NC · On-site +1
$75K - $85K/yr
This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform ...
Technical Consultant - North Hills, NC
Raleigh, NC · On-site +1
$75K - $85K/yr
This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform ...
This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform ...
Quick apply
This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform ...
Manager, Client Services
Raleigh, NC · On-site +1
$84K - $152K/yr
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
Manager, Client Services
Raleigh, NC · On-site +1
$84K - $152K/yr
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
Manager, Client Services
Raleigh, NC · On-site
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
Manager, Client Services
Raleigh, NC · On-site
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
Manager, Client Services
Raleigh, NC · On-site
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
Manager, Client Services
Raleigh, NC · On-site
They lead the onboarding and transition of nonqualified deferred compensation plans. This role ... client implementations. * Ensure operational excellence by managing onboarding workflows, service ...
This includes driving execution across product demonstrations, client onboarding, account ... risk management protocols. Must Haves: • 3 to 5 years of experience in the Syndicated Lending ...
This includes driving execution across product demonstrations, client onboarding, account ... risk management protocols. Must Haves: • 3 to 5 years of experience in the Syndicated Lending ...
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 ...
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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 ...
This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...
Quick apply
This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...
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 ...
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 ...
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 ...
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 ...
This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...
This includes driving execution across product demonstrations, client onboarding, account ... and risk management protocols. Must Haves: • 5+ years of experience in the Syndicated Lending ...
This includes driving execution across product demonstrations, client onboarding, account ... risk management protocols. Must Haves: • 3 to 5 years of experience in the Syndicated Lending ...
Quick apply
This includes driving execution across product demonstrations, client onboarding, account ... risk management protocols. Must Haves: • 3 to 5 years of experience in the Syndicated Lending ...
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 ...
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 ...
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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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+ ...
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+ ...
Quick apply
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+ ...
Maintain organized client documentation, notes, and project files * Manage onboarding processes for new clients and projects Project Management & Organization * Independently manage timelines ...
Quick apply
Maintain organized client documentation, notes, and project files * Manage onboarding processes for new clients and projects Project Management & Organization * Independently manage timelines ...
Client Onboarding Manager information
See Raleigh, NC salary details
$37.7K - $43.5K
5% of jobs
$43.5K - $49.3K
0% of jobs
$49.3K - $55.1K
0% of jobs
$55.1K - $60.9K
0% of jobs
$60.9K - $66.7K
4% of jobs
$69.1K is the 25th percentile. Wages below this are outliers.
$66.7K - $72.5K
38% of jobs
The median wage is $72.9K / yr.
$72.5K - $78.3K
44% of jobs
$78.3K - $84.1K
3% of jobs
$84.1K - $89.9K
2% of jobs
$89.9K - $95.7K
2% of jobs
$95.7K - $101.5K
2% of jobs
$37.7K
$74K
$101.5K
How much do client onboarding manager jobs pay per year?
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.
