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Client Onboarding Jobs in Raleigh, NC (NOW HIRING)

Photon

Java Developer

Durham, NC

$46.25 - $59.75/hr

We are looking for a Senior Full Stack Developer with a strong, backend-heavy background to lead the development, validation, and maintenance of critical system integration and client onboarding ...

New

MaintainX

Engagement Manager

Raleigh, NC · On-site

$150/day

The Engagement Manager partners with the sales team during the presales process to represent MaintainX's professional services organization and explain our client onboarding methodology. They ...

MaintainX

Engagement Manager

Raleigh, NC

$150/day

The Engagement Manager partners with the sales team during the presales process to represent MaintainX's professional services organization and explain our client onboarding methodology. They ...

Photon

Full Stack Developer

Durham, NC

We are looking for a Senior Full Stack Developer with a strong, backend-heavy background to lead the development, validation, and maintenance of critical system integration and client onboarding ...

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as needed. * Mentor and support Account Coordinators and Digital Strategists in growing their expertise.

TriMark Digital

Digital Marketing Manager

Raleigh, NC · On-site

Support new client onboarding, case study development, and business development opportunities as needed. * Mentor and support Account Coordinators and Digital Strategists in growing their expertise.

TriMark Digital

Director of Design Services

Raleigh, NC · On-site

Provide strategic creative leadership during campaign planning, client onboarding, brand development, website initiatives and ongoing growth strategies, helping translate business objectives into ...

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$14

$31

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How much do client onboarding jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for client onboarding in Raleigh, NC is $31.13, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $33.89 per hour, depending on experience, location, and employer.

How to become a client onboarding specialist?

To become a client onboarding specialist, candidates typically need a bachelor's degree in business, communications, or a related field, along with strong communication and organizational skills. Experience in customer service, account management, or sales can be beneficial, and familiarity with customer relationship management (CRM) tools is often required. Certifications in project management or customer success can enhance prospects in this role.

What is client onboarding?

Client onboarding is the process a client onboarding specialist or team uses to introduce new clients to a company's services, gather necessary information, and set expectations. It often involves completing paperwork, training, and establishing communication channels to ensure a smooth start. Effective onboarding helps build strong client relationships and ensures service delivery aligns with client needs.

What are the 5 C's of onboarding?

The 5 C's of onboarding typically refer to Compliance, Clarification, Culture, Connection, and Confidence. These elements help ensure new employees understand company policies, their role, and feel integrated into the team, which is essential for effective onboarding in client onboarding roles. Focusing on these areas can improve retention and performance during the onboarding process.

What are the key skills and qualifications needed to thrive in the Client Onboarding position, and why are they important?

To thrive as a Client Onboarding professional, you need strong project management skills, attention to detail, and a solid understanding of your company's products or services, often supported by relevant experience in customer service or account management. Familiarity with customer relationship management (CRM) systems, onboarding software, and documentation tools is typically required. Exceptional communication, problem-solving abilities, and relationship-building skills help set top performers apart. These skills are essential to ensure a smooth, positive experience for new clients, fostering long-term satisfaction and retention.

What is a Client Onboarding job?

A Client Onboarding job involves guiding new clients through the initial setup and integration process with a company’s products or services. This role ensures a smooth transition by addressing client needs, providing necessary training, and coordinating with internal teams. Effective onboarding helps establish strong relationships, improves customer satisfaction, and sets clients up for long-term success.

What is a client onboarding job?

A client onboarding job involves guiding new clients through the process of starting a service or account, ensuring they understand procedures and complete necessary documentation. It requires strong communication skills, attention to detail, and familiarity with customer relationship management (CRM) tools. The role aims to establish a positive initial experience and facilitate smooth integration into the company's offerings.

What are some common challenges faced in a Client Onboarding role, and how can I effectively overcome them?

Client Onboarding professionals often encounter challenges such as managing multiple client expectations, coordinating with various internal teams, and addressing unique client requirements within tight deadlines. To overcome these obstacles, it’s important to stay organized, proactively communicate updates, and set clear expectations with both clients and colleagues. Building strong relationships and understanding each client's specific needs can also help prevent misunderstandings and create a smoother onboarding experience. Many companies offer ongoing training and supportive team structures to help you navigate and succeed in these situations.

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 jobs in Raleigh, NC? For Client Onboarding jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Client Onboarding jobs in Raleigh, NC look for? The top searched job categories for Client Onboarding jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Onboarding jobs? Cities near Raleigh, NC with the most Client Onboarding job openings:
Client Onboarding jobs near you
Infographic showing various Client Onboarding job openings in Raleigh, NC as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution, with an average salary of $64,750 per year, or $31.1 per hour.

Client Acquisition Representative

Summit Sky Consulting LLC

Raleigh, NC • On-site, Remote

$70K - $160K/yr

Full-time

Medical, Life

Posted yesterday

Job description

Step Into a Career Where Your Ambition Drives Your Success
Summit Sky Consulting is looking for motivated professionals who are ready to grow in a dynamic remote sales environment. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you're seeking.
As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. This role is ideal for individuals who want a flexible schedule while developing strong sales and consulting skills.
Primary Responsibilities
• Maintain organized client records and track interactions using CRM tools
• Conduct virtual client meetings through Zoom or phone consultations
• Connect with warm, pre-qualified leads who have shown interest in financial services
• Work toward personal sales and client acquisition goals
• Guide prospects through clear and professional financial consultations
• Occasionally meet with local clients when in-person interaction is beneficial
• Present tailored solutions including Life Insurance, Indexed Universal Life (IUL), and Annuities
• Build trust and long-term relationships with prospective and existing clients
What We Offer
• Professional training, onboarding support, and mentorship from experienced leaders
• Flexible remote work schedule
• Collaborative team environment focused on growth and success
• All-expenses-paid travel incentives for top performers
• Unlimited commission-based earnings with strong income potential
• Access to warm leads so you can focus on client engagement instead of cold calling
• Optional benefits available through exchange options, including life insurance and healthcare support
Who Thrives in This Role
• Strong communication and relationship-building abilities
• Passion for helping individuals and families improve their financial future
• Self-motivated mindset with the ability to work independently
• Ability to manage time efficiently in a remote work environment
• Goal-oriented attitude with a desire for personal and professional growth
• Confidence when presenting solutions and guiding conversations
Position Details
This opportunity is offered as a 1099 independent contractor position, giving you the flexibility of self-employment while partnering with an organization that provides training, systems, and ongoing support.
Your performance determines your results. With dedication and consistency, you can create a highly rewarding career with Summit Sky Consulting while enjoying the benefits of a flexible remote lifestyle.
Apply today and start building your future with Summit Sky Consulting.

Apply