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Client Onboarding Manager Jobs in Reno, NV (NOW HIRING)

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point of contact for inbound leads from HubSpot CRM * Respond to inquiries, qualify needs, and route ...

KEYSTONE CPAS LLC

Client Success Manager

Reno, NV

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point of contact for inbound leads from HubSpot CRM * Respond to inquiries, qualify needs, and route ...

Keystone CPAs LLC

Client Success Manager

Reno, NV · On-site

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point of contact for inbound leads from HubSpot CRM * Respond to inquiries, qualify needs, and route ...

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

Manage the client onboarding process and ensure a seamless transition from prospect to long-term client. * Maintain accurate client records within CRM and financial planning software while adhering ...

Datavant

Senior Service Delivery Manager

Reno, NV · On-site

$94K - $130K/yr

Partner with Account Management, Implementation, Workforce Planning, and NOC to support new client onboarding, remodels, and transitions * Support integration of global delivery and centralized ...

MiconeStaffing

Staffing Manager

Reno, NV · On-site

$41K - $56K/yr

Conduct thorough candidate assessments and prepare professional submission profiles for client review * Manage background checks, drug screenings, onboarding paperwork, and start date coordination

New

Sports Clips

Licensed Assistant Salon Manager

Reno, NV · On-site

$10 - $25/hr

Ensure exceptional customer service and client satisfaction. * Assist in recruiting, training, and onboarding new team members. * Collaborate with the Salon Manager to achieve revenue and sales goals.

Sports Clips

Licensed Assistant Salon Manager

Reno, NV · On-site

$10 - $25/hr

Ensure exceptional customer service and client satisfaction. * Assist in recruiting, training, and onboarding new team members. * Collaborate with the Salon Manager to achieve revenue and sales goals.

Sports Clips

Licensed Assistant Salon Manager

Reno, NV · On-site

$10 - $25/hr

Ensure exceptional customer service and client satisfaction. * Assist in recruiting, training, and onboarding new team members. * Collaborate with the Salon Manager to achieve revenue and sales goals.

Sports Clips

Licensed Assistant Salon Manager

Sparks, NV · On-site

$10 - $25/hr

Ensure exceptional customer service and client satisfaction. * Assist in recruiting, training, and onboarding new team members. * Collaborate with the Salon Manager to achieve revenue and sales goals.

Triforta

Employee Benefits Account Manager

Reno, NV

$55K - $105K/yr

Coordinate new group onboarding and implementations * Lead annual renewal efforts, including ... Maintain and audit benefit data in client HRIS platforms * Ensure data accuracy and integrity ...

Switch, Inc.

DCO Facilities Manager

Reno, NV · On-site

Support hiring, onboarding, and development of technicians within the department. * Review and ... Build strong working relationships with clients and support a consistent client experience ...

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All JobsClient Onboarding JobsClient Onboarding Manager JobsClient Onboarding Manager Jobs in Reno, NV

Client Onboarding Manager information

See Reno, NV salary details

$38.1K

$74.8K

$102.5K

How much do client onboarding manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client onboarding manager in Reno, NV is $74,752.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,721.00 and $75,624.00 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 Reno, NV? The most popular types of Client Onboarding jobs in Reno, NV are:
What are popular job titles related to Client Onboarding Manager jobs in Reno, NV? For Client Onboarding Manager jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Manager jobs in Reno, NV look for? The top searched job categories for Client Onboarding Manager jobs in Reno, NV are:
Client Onboarding Manager jobs near you

Client Success Manager

Keystone CPAs LLC

Reno, NV • On-site

Full-time

Re-posted 21 days ago

Job description

Client Success Manager (CSM)
Location: Reno, NV (Onsite)
Reports To: Director of Operations
Role Summary
The Client Success Manager (CSM) is responsible for owning the client journey from initial inquiry through onboarding, engagement, and ongoing service coordination. This role ensures no client falls through the cracks-driving communication, workflow execution, and follow-through across teams.
This position sits at the center of Keystone's client experience, partnering closely with Principals, Tax Managers, and Operations to ensure work is properly initiated, tracked, and completed with excellence.
Key Responsibilities
Client Success Manager
Client Intake & Onboarding
  • Serve as the first point of contact for inbound leads from HubSpot CRM
  • Respond to inquiries, qualify needs, and route appropriately
  • Schedule initial consultations for Principals and Billers via Outlook
  • Prepare and send engagement letters using DocuSign and Ignition
  • Monitor engagement status (sent, signed, pending, inactive) and follow up as needed
  • Ensure completed engagement letters are properly filed and transitioned into active workflows and project fees are noted
Workflow & System Coordination
  • Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone SOPs)
  • Ensure every signed engagement is assigned to the appropriate team member
  • Assist Project Manager to track project status and confirm work is actively progressing
  • Assist Project Manager to close gaps between "engagement signed" ? "work started" ? "work completed"
Client Relationship Management
  • Maintain visibility across client ledgers and service needs (tax planning, consulting, compliance)
  • Proactively flag clients who may be overlooked or underserved
  • Coordinate with Managers and Principals to ensure continuity of service
  • Support outreach for:
    • Tax planning opportunities
    • Consulting engagements
    • Follow-ups on inactive or stalled clients
Billing & Engagement Support
  • Partner with Billers, Principals. and AR Manager to:
    • Ensure tax returns and projects are billed timely
    • Confirm signatures are obtained where required
    • Maintain alignment between work performed and engagement scope
  • Monitor clients where work has begun prior to signed engagement letters and ensure proper documentation is completed
Communication & Troubleshooting
  • Provide high-quality phone and email support to clients
  • Troubleshoot client issues related to onboarding, portals, engagement letters, and communication gaps
  • Act as a central point of coordination between clients and internal teams
Tools & Systems
  • HubSpot CRM
  • CCH Axcess
  • DocuSign
  • Ignition
  • Microsoft Outlook (calendar + communication management)
What Success Looks Like
  • Every lead receives a timely and professional response
  • No signed engagement letter sits unassigned or untouched
  • Clients move seamlessly from inquiry ? onboarding ? active work
  • Billing and signatures are completed without delays
  • Managers and Principals have clear visibility into client status
  • Clients feel known, supported, and proactively served
Growth Opportunity
This role offers a clear path into more client-facing advisory work, operations leadership, or project management within Keystone.
Requirements
Key Skills & Qualifications
  • Strong organizational and follow-through skills (nothing falls through the cracks)
  • Excellent communication and client-facing presence (phone + email)
  • Experience with CRM systems (HubSpot strongly preferred)
  • Comfort working across multiple systems and workflows
  • Ability to prioritize and manage multiple moving pieces
  • Problem-solving mindset with a proactive approach

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