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Client Onboarding Project Manager Jobs in Nevada

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...

Key Responsibilities Client Success Manager Client Intake & Onboarding * Serve as the first point ... Work with Project Manager to create and assign projects in CCH Axcess and Workflow (per Keystone ...

The successful candidate must also have skills in business development, co-worker and client relationships, networking, and project management. Preferred project experience with: * Experience ...

Provide project management expertise to establish initial client contact. This will include the assessment of the scope of work, schedule, and resources necessary to complete a project successfully.

Provide project management expertise to establish initial client contact. This will include the assessment of the scope of work, schedule, and resources necessary to complete a project successfully.

Provide project management expertise to establish initial client contact. This will include the assessment of the scope of work, schedule, and resources necessary to complete a project successfully.

The Project Manager is responsible for overseeing moderately complex strategic account projects ... Client Relationship Management * Act as the primary point of contact for the client, ensuring ...

Our client, an established consulting engineering firm providing materials testing, inspection, and infrastructure services across Northern Nevada, is hiring a versatile Project Manager to run ...

Sustain Client and Customer satisfaction, exceeding expectations regularly * Internal and external communication of Project status and progress * Management of final deliverables, ensuring TAIT ...

The Project Manager is responsible for overseeing moderately complex strategic account projects ... Client Relationship Management * Act as the primary point of contact for the client, ensuring ...

Sustain Client and Customer satisfaction, exceeding expectations regularly * Internal and external communication of Project status and progress * Management of final deliverables, ensuring TAIT ...

The Project Manager is responsible for overseeing moderately complex strategic account projects ... Client Relationship Management * Act as the primary point of contact for the client, ensuring ...

Project Manager

Reno, NV ยท On-site

$130K/yr

Description The Project Manager is responsible for managing HVAC, plumbing, and process projects from initial client engagement through project completion. This role oversees estimating, project ...

Deliver projects according to client needs while exceeding expectations * Develop and preserve a positive business relationship with client while ensuring contractual compliance with all parties

You will coordinate all project activities, manage client relationships, ensure strict safety compliance, and maintain project schedules and budgets while delivering exceptional service. The position ...

You will coordinate all project activities, manage client relationships, ensure strict safety compliance, and maintain project schedules and budgets while delivering exceptional service. The position ...

The Project Manager is expected to develop and maintain a client base, manage HVAC/plumbing/process sales, and coordinate the field labor needs for each project in conjunction with field leadership.

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Project Manager

Las Vegas, NV ยท On-site

$50K - $150K/yr

We're looking for an organized, proactive, and client-focused Project Manager to oversee projects from concept through installation while delivering an exceptional customer experience. If you thrive ...

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Client Onboarding Project Manager information

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 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 popular job titles related to Client Onboarding Project Manager jobs in Nevada? For Client Onboarding Project Manager jobs in Nevada, the most frequently searched job titles are:
What cities in Nevada are hiring for Client Onboarding Project Manager jobs? Cities in Nevada with the most Client Onboarding Project Manager job openings:
Infographic showing various Client Onboarding Project Manager job openings in Nevada as of June 2026, with employment types broken down into 1% As Needed, 87% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution.

Client Success Manager

KEYSTONE CPAS LLC

Reno, NV โ€ข On-site

Full-time

Re-posted 21 days ago


Job description

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