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

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 ...

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 ...

Solid Rock Recruiting LLC

Tax Manager

Durham, NC · On-site

$120 - $165/hr

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+ ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Support client onboarding and account maintenance * Assist clients with digital tools and ... Manage documentation, scanning, filing, and general office support * Help keep daily operations ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Support client onboarding and account maintenance. Assist clients with digital tools and technology ... Manage documentation, scanning, filing, and general office support. Help keep daily operations ...

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as ... Experience managing digital marketing budgets with a proven track record of performance-driven ...

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as ... Experience managing digital marketing budgets with a proven track record of performance-driven ...

SIA Group

Sales Manager

Raleigh, NC · On-site

Model and train the SIA Group Sales Process from prospecting to client onboarding. * Assess performance benchmarks and identify growth gaps and training needs. * Monitor progress through CRM data ...

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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 Aug 15, 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 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 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 most commonly searched types of Client Onboarding jobs in Raleigh, NC?

The most popular types of Client Onboarding jobs in Raleigh, NC are:

What are popular job titles related to Client Onboarding Manager jobs in Raleigh, NC?

For Client Onboarding Manager jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Manager jobs in Raleigh, NC look for?

The top searched job categories for Client Onboarding Manager jobs in Raleigh, NC are:

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $74,045 per year, or $35.6 per hour.

Customer Success Engineer

3E

Durham, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

As a Customer Success Engineer, you'll play a pivotal role in managing the end-to-end customer journey: from onboarding new clients through to driving the ongoing success of mature accounts. Strong project management skills are at the core of this role: you'll keep onboarding on track, coordinate across teams, and ensure every milestone is delivered to a high standard. You'll be the trusted partner who ensures customers realize continuous value from the SynaptiQ platform, combining a proactive approach to account management, sharp issue detection, and a genuine commitment to platform and service improvement.
This role is a blend of project management, relationship-building, analytical rigor, and hands-on problem-solving. You'll own customer outcomes, spot risks and opportunities before they surface, and act as the connective tissue between clients and our internal teams. A key part of this is understanding customer requirements and think critically about how best to address them within SynaptiQ, balancing customer needs with what the platform brings value.
What you'll be doing:
Account Management
  • Manage 5 to 15 mature customer accounts simultaneously, monitoring their KPIs and periodically evaluating the success and value they're getting from SynaptiQ.
  • Maintain and build long-term customer relationships, ensuring ongoing satisfaction and aligning services with each client's business goals.
  • Identify opportunities for upselling and cross-selling that deepen customer engagement and value.
  • Define and report on success metrics for each account - including customer satisfaction scores, retention rates, and revenue generated from expansion.

Issue and Opportunity Detection
  • Continuously monitor customer health metrics to identify critical patterns and trends.
  • Proactively address potential issues before they escalate, and surface opportunities for further engagement and improvement.

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 seamless and effective integration of new clients onto the SynaptiQ platform.

Training and Enablement
  • Conduct comprehensive training sessions (online or on site at the clients') and webinars so clients become proficient with the SynaptiQ platform.
  • Develop user guides and training materials tailored to client needs.
  • Foster customer advocacy by creating case studies and testimonials and facilitating customer references that highlight the success and value of the platform.

Collaboration and Continuous Improvement
  • Work collaboratively within the Customer Success team and across Presales, Support, and Development.
  • Contribute to the ongoing growth and improvement of the platform and services by channeling real customer insight back into the organization.
  • Assist in tradeshows as a customer-facing technical reference for SynaptiQ.

Requirements
We are looking for someone with exceptional personal attributes, strong soft skills- including empathy, patience, excellent listening skills, and the ability to remain calm under pressure. Someone who has a proactive, solution-oriented attitude with a strong get-things-done mentality.
Furthermore, our ideal candidate comes with:
  • Minimum 2 years of experience in a customer-facing role, ideally in a high-growth environment.
  • A bachelor's degree in a technical field (computer science, engineering, data, or similar) or equivalent practical experience
  • Familiarity with SaaS or asset performance management platforms.
  • Proven track record of managing customer relationships and driving customer success.
  • Strong analytical skills with a focus on KPIs and customer metrics.
  • Strong project management skills
  • A commercial mindset, balanced with the ability to manage hands-on work and strategic projects.
  • Legal authorization to work in the United States without requiring visa sponsorship. Our office is based in Durham and presence is required 3 days a week.

Bonus points for:
  • Experience in the energy industry - particularly solar, wind, or storage - is highly advantageous.
  • Exposure to technical or data-oriented products and the ability to speak credibly with technical stakeholders.
  • Proficiency in CRM or customer success software such as Salesforce, HubSpot, or Gainsight.

Benefits
In addition to joining a fast-growing international company that promotes a stimulating atmosphere in a highly motivated group of people, 3E offers a unique opportunity to further develop yourself in a company with an ambitious growth plan, delivering innovative services.
In this role, you'll be the voice of the customer inside a company building the platform that keeps renewable assets performing. Your accounts will span real operating solar, wind, and storage portfolios, and your work directly shapes whether clients renew, expand, and champion us. If you thrive on owning relationships, turning data into action, and being the person clients trust to get things done, this is that seat.
For this payroll position based out of our Durham office we offer:
- A base salary in line with your experience
- Unlimited PTO
- Health plan (United Healthcare) for employee and family: employee contribution ranging between 15% and 30%, depending on chosen plan
- Optional dental and vision insurance (50% coverage by employer)
- Life insurance
- 401(k): employer matches employee contributions with 100% up to a 4% (of the salary) treshold, and another 50% between 4% and 6%
- $60 monthly phone allowance

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