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

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 ...

AVE Staffing

Conflicts Specialist

Raleigh, NC · Hybrid

$60K - $80K/yr

... Management: Maintain and update corporate profiles, entity hierarchies, and searched parties within the firm's central database. * New Matter Intake: Oversee the lifecycle of client onboarding ...

Apex Systems

Digital Product Manager

Raleigh, NC · On-site

Job#: 3047818 Digital Product Manager Location: Raleigh, North Carolina (Onsite) Role Overview We ... Experience with digital banking platforms, client onboarding, payment modernization, or real-time ...

Photon

Full Stack Developer (Java + Angular)

Durham, NC · On-site

... client onboarding workflows. In this role, you will architect resilient enterprise REST APIs ... Manage deep system configurations, handling structured workflows for API subscription lifecycles ...

Ascend Partner Firms

Administrative Associate

Chapel Hill, NC · On-site

$15 - $18.50/hr

Support new client onboarding for the service line - client setup in practice management systems, engagement letter preparation, and initial documentation * Coordinate with the Customer Experience ...

Ascend Together

Administrative Associate

Chapel Hill, NC · On-site

$14.50 - $18/hr

Support new client onboarding for the service line -- client setup in practice management systems, engagement letter preparation, and initial documentation * Coordinate with the Customer Experience ...

Computerbilities, Inc.

Be Seen First

Sales and Business Development Executive

Cary, NC · On-site

$40K - $45K/yr (+ commission)

You'll receive: * 1.5X Monthly Recurring Revenue (MRR) for every new Managed Services agreement you close. * The first half of your commission is paid after successful client onboarding. * The ...

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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 Sep 2, 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 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 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 86% Full Time, 13% Part Time, and 1% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $74,045 per year, or $35.6 per hour.

Sales Manager

SIA Group

Raleigh, NC • On-site

Full-time

Re-posted 12 days ago

Job description

Job Overview:
We are seeking a dynamic and results-driven Sales Manager to lead a team of producers in one of the largest independent agencies in the United States. This role is ideal for someone who thrives in a mentorship environment, excels at operational discipline, and understands how to build sales velocity through systems, coaching, and market alignment. The Sales Manager will play an integral part in new producer development as well as sales execution, and revenue growth for assigned producers.
This is an onsite position, and the ideal candidate will be based in either Raleigh, NC or Wilmington, NC. Regular travel to our offices throughout North Carolina is required.
Responsibilities:
Development amp; Training
  • Conduct structured, recurring development meetings with assigned producers.
  • 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, pipeline performance, and lead generation activity.
  • Create and track individual development plans aimed at achieving validation in 24–36 months.
Performance Oversight
  • Own sales performance and activity metrics across assigned producers.
  • Use CRM and agency data to track conversion rates, appointment-setting, and retention.
  • Provide real-time support in field opportunities and renewal presentations.
  • Support producers in crafting compelling value propositions and presentations.
Sales Execution amp; Strategy
  • Lead strategic planning for individual and team pipeline growth.
  • Align target market messaging with producer prospecting activities.
  • Assist in designing customized engagement plans for high-potential opportunities.
  • Ensure sales processes and client service standards are followed.
  • Monitor training programs needed to help producers reach their potential from technical to sales training.
  • Attend virtual and in person sales calls with assigned producers.
Talent Support amp; Recruitment
  • Help identify and onboard future risk advisors in alignment with firm goals.
  • Contribute to fast-start programs for new team members.
  • Maintain strong internal collaboration with HR, marketing, and leadership teams.
Strategic Planning amp; Team Alignment
  • Set clear KPIs including organic growth, profitability, and retention benchmarks.
  • Participate in leadership planning sessions to inform territory growth and talent decisions.
  • Ensure documentation protocols and compliance standards are upheld.
  • Collaborate with Marketing and Risk Consulting teams to support producer success.
  • Collaborate with the Executive team on team alignment, to include recommendations regarding individual performance and overall fit for the organization.
  • The Manager will work with the Executive Team on hiring or firing of producer positions.
Qualifications:
  • 5+ years of commercial insurance, group benefits, or financial sales experience, preferred.
  • Previous experience leading or mentoring sales professionals, with a track record of building capability and meeting revenue goals.
  • Bachelor’s degree, preferred.
  • Current insurance licenses are preferred and will be required for the job.
  • Strong presentation, communication, and organizational skills.
  • Proficient with technology systems such as CRM systems and Microsoft Office products.
  • Effective communicator, motivator, and developer of people.
Why Join Us:
  • Play a central role in shaping agency growth through people and performance.
  • Work in a culture focused on collaboration, innovation, and continuous learning.
  • Earn competitive compensation and performance-based rewards.
  • Gain access to professional development resources and advancement opportunities.
  • Be part of a firm that values proactive leadership and tangible outcomes.

Apply