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Client Onboarding Project Manager Jobs in Connecticut

Jobtailor

AVP, Client Implementation

Shelton, CT · On-site

$120 - $180/hr

Client Onboarding Management * Project Management * Life, Disability, and Absence Management Expertise * Salesforce CRM Proficiency * Leadership Experience ATS Optimization KeywordsHard Skills

Eustis Engineering LLC

Project Manager

Glastonbury, CT · On-site

The Project Manager is responsible for client development. He/she prepares engineering proposals and coordinates the work of the various levels of project engineers. The Project Manager coordinates ...

Batska Consulting

Project Manager

Hartford, CT · On-site

$90K - $150K/yr

The Project Manager is responsible for overseeing the comprehensive direction, completion, and ... Develop bid packages and procure proposals in adherence to client policies. * Act as the primary ...

Batska Network

Project Manager

Hartford, CT · On-site

$90K - $150K/yr

The Project Manager is responsible for overseeing the comprehensive direction, completion, and ... Develop bid packages and procure proposals in adherence to client policies. * Act as the primary ...

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Client Onboarding Project Manager information

What does a client onboarding project manager do?

A Client Onboarding Project Manager is responsible for guiding new clients through the onboarding process after they sign a contract with a company. They coordinate across departments to ensure that all client requirements are met, manage timelines, and address any issues that arise during setup. Their goal is to provide a smooth and positive experience for clients as they transition into using the company's products or services. This role requires strong project management, communication, and problem-solving skills to ensure client satisfaction and successful onboarding.

What are the key skills and qualifications needed to thrive as a client onboarding project manager?

To thrive as a Client Onboarding Project Manager, you typically need strong project management skills, a background in business or finance, and relevant experience in client onboarding processes. Familiarity with CRM software, project management tools like Asana or Jira, and sometimes certifications such as PMP or Prince2 are highly valuable. Excellent communication, problem-solving, and organizational skills help build client trust and ensure seamless project delivery. These abilities are crucial for efficiently managing complex onboarding processes and delivering a positive client experience.

What are some common challenges a client onboarding project manager faces during the onboarding process, and how can they be addressed?

A Client Onboarding Project Manager often encounters challenges such as managing complex client requirements, coordinating across multiple internal departments, and ensuring timely communication. Each client may have unique needs, which requires adaptability and strong organizational skills. Proactively setting clear expectations, maintaining detailed project plans, and fostering collaboration between teams can help streamline the process and prevent delays. Building strong relationships with both clients and internal stakeholders is also crucial for resolving issues quickly and ensuring a smooth onboarding experience.

What are popular job titles related to Client Onboarding Project Manager jobs in Connecticut?

For Client Onboarding Project Manager jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Project Manager jobs in Connecticut look for?

The top searched job categories for Client Onboarding Project Manager jobs in Connecticut are:

What cities in Connecticut are hiring for Client Onboarding Project Manager jobs?

Cities in Connecticut with the most Client Onboarding Project Manager job openings:

Client Onboarding Project Manager jobs near you
Infographic showing various Client Onboarding Project Manager job openings in Connecticut as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution.

Client Onboarding Specialist

South Windsor, CT • On-site

TicketNetwork
Software Development • 501 - 1,000 employees
Learn more about TicketNetworkexternal

Full-time

Retirement

Re-posted 24 days ago

Job description

The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital's network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process to ensure a smooth, organized, and engaging experience. By leveraging tools like Salesforce, Forecasa, and LinkedIn, along with creative outreach through podcasting and video content, the CL Onboarding Specialist helps drive brand visibility, build meaningful industry connections, and uncover emerging lending partners.
Beyond recruitment, this role manages the full administrative lifecycle of onboarding, including collecting registration documents, conducting due diligence, maintaining accurate CRM records, and coordinating demos, trainings, and follow-ups. Acting as a key point of contact, the CL Onboarding Specialist also helps identify problematic partners requiring corrective action, contributes to process improvements and automation enhancements, and partners cross-functionally to continually elevate the CL experience. Through proactive engagement and strong organizational execution, this role directly supports RCN's growth and the long-term success of our Correspondent Lender partnerships.
Primary Responsibilities:
  • Target and recruit new Correspondent Lenders across multiple lead sources to RCN
  • Coordinate with team to schedule sales calls, follow ups, calibrations, and assist with campaigns when needed
  • Take appropriate action of Banning and requesting Cease and Desists to problematic CLs who we will no longer be working with
  • Leverage LinkedIn and other tools such as podcasting and video content to enhance brand awareness and networking reach
  • Work within Forecasa to mine for Emerging Lenders and other potential CLs including contact information
  • Maintain Salesforce and update data as CLs progress through the Onboarding Stages
  • Provide feedback and assist with improving onboarding experience and automation refinement
  • Manage collection of registration docs and diligence and pull credit, background, entity statuses, etc
  • Collect and input missing data and send formal welcome letters
  • Schedule demos, trainings and manage maintenance requests and manage distro/CL onboarding inbox
  • Additional tasks and projects as assigned

Required Skills:
  • Excellent communication skills, both written and verbal
  • Affinity for cold calling and qualifying leads via phone
  • Strong attention to detail
  • Ability to work quickly and accurately in a fast paced environment
  • Ability to work effectively independently and as part of a team
  • Proficiency with MS Office Suite

Required Experience:
  • Internship or academic experience in a professional office role
  • Internship or academic experience in a professional phone-based role
  • Experience working in a real estate office, lender, bank, or financial services institution preferred
  • Experience or exposure to Salesforce or other CRM tools preferred
  • Experience with a LOS a plus

Education:
  • High School diploma or equivalent required
  • Associate's degree or Bachelor's degree in Business, Marketing, Communications, Real Estate, or related field preferred

Work Schedule:
  • Full time
  • Monday-Friday, 9:00AM to 6:00PM
  • First 90-days are onsite for training
  • Hybrid schedule after - up to 3 days/week remote

We Offer:
  • Growth-oriented work environment
  • Training opportunities
  • Casual dress policy
  • Competitive benefits, including 401K
  • Many more perks!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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