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Client Onboarding Manager Jobs (NOW HIRING)

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

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Client Onboarding-KYC

New York, NY · On-site

$70K - $95K/yr

... client onboarding in a timely and efficient manner. Major Responsibilities ... Review onboarding submissions for funds, SPVs, and other investment manager managed entities.

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a ... This role requires a high level of project management, stakeholder coordination, and technical ...

This role reports directly to the Client Onboarding Manager. Key responsibilities include, but are not limited to, handling: • Account Opening for deposit and investment management products • ...

This role reports directly to the Client Onboarding Manager. Key responsibilities include, but are not limited to, handling: Account Opening for deposit and investment management products Initiating ...

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation ...

The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation ...

Client Onboarding Coordinator

New York, NY

$20 - $26.75/hr

Position: Client Onboarding Coordinator / CS North America Lead Reports to: Head of Customer ... Strong communication skills to manage the needs of clients and internal stakeholders. * Act as a ...

Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance‑related onboarding tasks. * Review prospect introduction call notes and ...

Client Onboarding Coordinator

New York, NY · On-site

$20 - $26.75/hr

Position: Client Onboarding Coordinator / CS North America Lead Reports to: Head of Customer ... Strong communication skills to manage the needs of clients and internal stakeholders. * Act as a ...

Responsibilities: • Execute precise data entry and uphold the integrity of client information. • Coordinate effectively with internal teams to facilitate smooth client onboarding. • Manage and ...

Key Responsibilities Client Onboarding & Implementation * Own and manage onboarding for 8-12 enterprise clients simultaneously , guiding them through all phases of implementation and adoption. This ...

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Client Onboarding Manager information

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$39K

$76.6K

$105K

How much do client onboarding manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for client onboarding manager in the United States is $76,606.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $77,500.00 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.

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Infographic showing various Client Onboarding Manager job openings in the United States as of September 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $76,606 per year, or $36.8 per hour.

Client Onboarding Specialist

New York, NY • Remote

$46K - $67K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago


SpotOn rating

5.2

Company rating: 5.2 out of 10

Based on 14 frontline employees who took The Breakroom Quiz


Job description

About SpotOn

We’re not just building restaurant tech, we’re giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.

  • Named the #1 Restaurant POS by G2 (Summer 2026), based on ratings from real users

  • Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users

  • Awarded Great Places to Work and Built In’s Best Workplaces for multiple years running

We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you.

Position Objective

As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients (5+ locations). Serving as a trusted advisor, you will take ownership of the entire onboarding journey, from initial engagement to successful activation, ensuring that all system elements are configured, integrated, and optimized for client operations. This role requires a high level of project management, stakeholder coordination, and technical expertise to drive efficiency and ensure client satisfaction. Your success will be measured by key performance indicators, including time-to-install, activation rates, and overall client experience (NPS/CSAT).

Responsibilities
  • Lead onboarding consultations with key decision-makers, aligning expectations, defining success metrics, and establishing implementation roadmaps.

  • Serve as the primary contact for executive stakeholders, ensuring proactive communication and alignment throughout onboarding.

  • Identify and mitigate potential roadblocks, coordinating with internal teams and escalating when needed to maintain momentum.

  • Partner with Success and Support teams to ensure smooth post-installation transitions and long-term client adoption.

  • Conduct detailed configuration calls, aligning system setup with complex multi-location operations and client workflows.

  • Collaborate with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations.

  • Ensure technical components are thoroughly tested and validated to minimize go-live risks.

  • Manage onboarding timelines, deliverables, dependencies, and client expectations to drive efficient implementations.

  • Maintain comprehensive documentation in CRM and project management tools for team visibility.

  • Develop and refine onboarding playbooks, using data and client feedback to enhance processes.

  • Consistently meet or exceed KPIs, including time-to-install, activation rates, and NPS/CSAT scores.

  • Analyze onboarding performance trends to identify operational efficiencies and improve client outcomes.

  • Lead internal training and contribute to knowledge-sharing initiatives to strengthen team capabilities.

  • Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.

  • Review and verify outcomes before submission to maintain consistency and high-quality standards.

  • Identify and address process gaps or errors to drive continuous improvement and operational excellence.

Skills & Knowledge
  • Deep expertise in restaurant technology, POS platforms, and operational best practices.

  • Exceptional executive communication and presentation skills, engaging senior stakeholders to drive alignment.

  • Advanced proficiency in virtual training, remote onboarding, and implementation best practices.

  • Strong analytical and problem-solving skills with a strategic approach to complex client needs.

  • Proven ability to lead cross-functional initiatives and manage competing priorities in fast-paced environments.

  • Experienced with CRM platforms (e.g., Salesforce), project management tools, and data-driven reporting.

  • Knowledge of restaurant operations, enterprise hospitality solutions, or related industries.

  • Experienced implementing or supporting enterprise POS solutions for multi-location clients.

  • Skilled in client-facing project management or onboarding, managing complex rollouts successfully.

Previous Experience
  • 2 – 5 years of professional experience in customer success or related roles.

  • Experience in fintech or SaaS environments preferred.

Education / Professional Training
  • Bachelor’s degree in Hospitality Management, Business Administration, or a related field required.

  • An equivalent combination of education and experience may be considered.

  • Fluent in English (written and verbal).

  • Additional languages are preferred but not required.

Compensation:

  • Our base pay range is $46,550-67,100+ for this role

  • Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan

  • Offers will be reflective of the candidate’s location and experience.

Benefits:

At SpotOn, we put people above everything else. We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

  • Medical, Dental and Vision Insurance

  • 401k with company match

  • RSUs

  • Paid vacation, 10 company holidays, sick time, and volunteer time off

  • Employee Resource Groups to build community and inclusion at work

  • Monthly cell phone and internet stipend

  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process. All legitimate communication from our recruiting team will come from an official company email address (@spoton.com). If something seems suspicious, please contact us at careers@spoton.com.

SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
For U.S. based roles, work authorization in the U.S. is required. Visa sponsorship is not available for this role.

SpotOn is an E-Verify company.

Compensation Range: $46,550 - $67,100


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