Prioritize Client Success Coach team members to follow an engaging and effective client onboarding process that supports early engagement and long-term success. Manage the team members in achieving ...
Prioritize Client Success Coach team members to follow an engaging and effective client onboarding process that supports early engagement and long-term success. Manage the team members in achieving ...
Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private ...
Onboarding and maintaining client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or Financial Advisor/Private ...
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Quick apply
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Quick apply
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Quick apply
Senior Client Service Associate
Chapel Hill, NC · On-site
$50K - $75K/yr
This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients. DUTIES AND RESPONSIBILITIES: * Responsible ...
Collaborate with intake, scheduling, and HR to ensure a seamless client onboarding experience. Manage your schedule, outreach, and reporting independently using internal tools and Excel trackers.
Collaborate with intake, scheduling, and HR to ensure a seamless client onboarding experience. Manage your schedule, outreach, and reporting independently using internal tools and Excel trackers.
Client Relationship Manager
Cary, NC · On-site
$60K - $100K/yr
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
Quick apply
Client Relationship Manager
Cary, NC · On-site
$60K - $100K/yr
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
Client Relationship Manager
Cary, NC · On-site
$60K - $100K/yr
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
Client Relationship Manager
Cary, NC · On-site
$60K - $100K/yr
This is a high-impact, client-facing role where success is driven by your ability to connect ... As part of our onboarding process, candidates selected for hire will be required to undergo a ...
Product Delivery Specialist
Durham, NC · Hybrid
$13.25 - $16.75/hr
Work closely with the Executive Advisor and Sales team to help tailor programs that align with client goals, providing input and logistical support. * Assist with client onboarding by helping ...
Product Delivery Specialist
Durham, NC · Hybrid
$13.25 - $16.75/hr
Work closely with the Executive Advisor and Sales team to help tailor programs that align with client goals, providing input and logistical support. * Assist with client onboarding by helping ...
Senior Vice President, Operations
Chapel Hill, NC · On-site
$260K - $290K/yr
Direct resource allocation and capacity modeling across Member Services and Content Operations to handle fluctuating volumes driven by client onboarding, marketing-driven activation and engagement ...
Senior Vice President, Operations
Chapel Hill, NC · On-site
$260K - $290K/yr
Direct resource allocation and capacity modeling across Member Services and Content Operations to handle fluctuating volumes driven by client onboarding, marketing-driven activation and engagement ...
Private Equity Manager
Raleigh, NC · Hybrid
Manage and complete client onboarding and transitions * Manage fund accounting recruitment, training and performance evaluations * Establish and maintain effective working relationships with other ...
Private Equity Manager
Raleigh, NC · Hybrid
Manage and complete client onboarding and transitions * Manage fund accounting recruitment, training and performance evaluations * Establish and maintain effective working relationships with other ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Director Learning and Enablement (RapidScale)
Raleigh, NC · On-site +1
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Director Learning and Enablement (RapidScale)
Raleigh, NC · On-site +1
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Director Learning and Enablement (RapidScale)
Raleigh, NC · On-site
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Director Learning and Enablement (RapidScale)
Raleigh, NC · On-site
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Director Learning and Enablement (RapidScale)
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Director Learning and Enablement (RapidScale)
$134K - $224K/yr
... client onboarding), with other teams to follow. * Oversee external instructional design teams to produce engaging, multimodal content including e-learning, virtual instructor-led training, and ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Stay connected to the operations and IT teams on process and system upgrades to ensure the latest technology is implemented with our new client onboarding projects * Serve as a resource for program ...
Supervises a team supporting Workday Talent Acquisition and Onboarding operations, ensuring ... home, an office, a client site, or other relevant business locations, withinperson ...
New
Supervises a team supporting Workday Talent Acquisition and Onboarding operations, ensuring ... home, an office, a client site, or other relevant business locations, withinperson ...
New
Client Onboarding information
See Raleigh, NC salary details
$14.49 - $17.91
4% of jobs
$17.91 - $21.33
11% of jobs
$21.33 - $24.75
5% of jobs
$25.43 is the 25th percentile. Wages below this are outliers.
$24.75 - $28.17
25% of jobs
The median wage is $28.90 / hr.
$28.17 - $31.59
22% of jobs
$33.50 is the 75th percentile. Wages above this are outliers.
$31.59 - $35.01
14% of jobs
$35.01 - $38.43
8% of jobs
$38.43 - $41.85
2% of jobs
$41.85 - $45.27
0% of jobs
$45.27 - $48.69
5% of jobs
$48.69 - $52.11
3% of jobs
$14
$31
$52
How much do client onboarding jobs pay per hour?
How to become a client onboarding specialist?
What is client onboarding?
What are the 5 C's of onboarding?
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?
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.
- Saas Project Manager
- Full Time Senior Customer Success
- Remote Senior Customer Success Manager
- Work From Home Customer Success
- Oncology Data Specialist Work From Home
- Telecommute Junior Customer Success Manager
- Remote Gainsight Administrator
- Client Success Advocate
- Account Success Manager
- Kyc Onboarding Specialist

Other
Medical, Retirement, PTO
Posted 19 days ago
Job description
Job Description Organization Mission: Raleigh Rescue Mission considers every position one of Christian ministry and every person a vital and valued part of our team. Therefore, it is essential that all the Raleigh Rescue Mission team members have a personal relationship with Jesus Christ and subscribe to our Statement of Faith. Every team member is expected to believe in and adhere to our Core Values of compassion, prayer, collaboration, excellence, and development.
In doing so, our entire team is expected to be humble, open to learning new ways of doing things, and ready to step in to assist in any area of the Mission, as needed. We seek team members who are passionate about being extraordinary and faithful in their work and personal lives. Role Mission: The Campus Director at Raleigh Rescue Mission is a newly created position.
The successful candidate will be a self-starting strategic thinker and process-driven leader motivated by the opportunity to transform the lives of Raleigh Rescue Mission's clients. Guided by the mission's core values, the Campus Director will gain a deep understanding of operational functions and then work to evaluate, improve, and create metrics to measure progress towards organizational goals. The Campus Director reports directly to the CEO and provides leadership, coaching, and support to several direct reports, including Directors, Managers & Supervisor.
They will also be responsible for a team of approximately 50 staff members. In partnership with the CEO, the Campus Director will play a key role in assessing & developing an effective organizational structure to support continued growth. Essential Job Functions: Team Leadership and Development Supervise overall team member- Case Manager(Client Success Manager), Peer Support Specialists(Ministry Support Specialists) all other managers & supervisors, ensuring consistent, high-quality services that support the physical, emotional, and spiritual needs of clients.
Provide leadership and oversight of the Kitchen Manager and Assistant Kitchen Managers, ensuring efficient daily food service operations. Establish clear expectations and high standards for food quality, safety, and cleanliness, adhering to health and regulatory requirements. Support team member development and foster a culture of accountability and compassion.
Monitor key performance indicators related to client engagement & team member engagement. Work to enhance collaboration across departments to ensure that service delivery is coordinated and responsive to individual needs. Develop and oversee individual and team goals, workplans, and performance benchmarks ensuring alignment with organizational goals and providing clear measurable goals.
Foster an environment where clients are supported and empowered to achieve transformational goals. Operational Oversight Maintain a strong understanding of team members' day-to-day responsibilities by regularly engaging with staff across all shifts to ensure operational effectiveness. Transform the strategic vision into strategic operation, identifying key metrics to track progress toward goals.
Implement systems and processes across the operations to ensure proper data is collected for the defined metrics. Utilize the Traction model to drive strategic, ensuring priorities are clearly defined and operations is moving consistently toward goals. Provide oversight and ensure effective implementation of risk management, legal compliance, business insurance, property management, human resources, and information technology functions, policies, and procedures.
Develop and manage the overall operations budget, partnering closely with each reporting director to monitor department budgets, ensuring accountability and alignment with organizational priorities. Provide regular updates of progress towards operational goals to the CEO, the leadership team, and the Board of Directors, ensuring clear communication of performance, key metrics, and strategic milestones. Partner with the CEO, the Board, and the team members to develop and refine strategic priorities.
Manage the team member schedule to ensure full coverage across the every area of Coach and develop team members, fostering a collaborative leadership culture throughout the organization. Reinforce training and development initiatives, ensuring the team is equipped with the skills, knowledge, and resources needed to perform effectively and grow professionally. Maintain open communication that provides thought leadership across cross-functional teams to encourage continuous improvement and enhanced operational effectiveness.
Develop and implement the new hire onboarding training for each department. Prioritize Client Success Coach team members to follow an engaging and effective client onboarding process that supports early engagement and long-term success. Manage the team members in achieving defined client success metrics.
Facilitate client phase up meetings and ensure agreed upon milestones are being met before clients' progress to the next stage. Identify and expand the internal and external resources to support clients in achieving their goals. Lead client feedback initiatives, including data collection and analysis, identifying and implementing appropriate solutions.
Encourage and engage clients through a Christ-centered approach by following the CARE model & TCI model. Recognize and plan for potential obstacles for clients. Lead the team members to hold clients accountable for their scheduled activities.
Develop and Implement strategies to build a pipeline and recruit new clients. Document and Outcomes Management Ensure team member compliance with SOPs for Mission Tracker documentation through regular audits and client case discussions. Document Phase up meeting actions to ensure they are completed before the client progresses to the next phase.
Produce regular reports that capture progress toward team member and client progress toward goals. Client Engagement Build meaningful relationships with clients, encouraging them, participating with them during mealtimes, praying, volunteer activities, and engaging in meaningful conversations. Support the resolution of client escalations, as needed.
Provide immediate feedback to clients recognizing positive behavior and/or to addressing behavior that does not align with program expectations. Ensure a full activities schedule is implemented on the floor in the evening and on weekends, promoting community engagement. Support de-escalation and crisis intervention efforts with a Christ-centered approach by following the CARE model & TCI while collaborating with the team members.
Adaption and Collaboration Partner closely with cross-functional team members to advance clients through the program, ensuring a cohesive approach to client success. Facilitate client classes, as needed. Incorporate feedback from across departments, including vocational training, children's development, and training classes, to consistently strengthen client growth and program development.
Provide insight and guidance in cross-team discussions, ensuring a culture of belonging, respect, and shared responsibility among colleagues. Provide solutions and direction for escalated issues, supporting resolution in a timely and effective way Facilitate smooth client exit transitions to minimize disruption. Proactively step into additional responsibilities as needed to support the Mission.
Required Skills and Abilities Process driven with a demonstrated track record of uniting a diverse team around clear goals and defined metrics tracked through shared systems and distinct processes Entrepreneurial mindset with the ability to think strategically while implementing tactically Proven ability to lead, coach, inspire, support, and motivate diverse teams, including staff and volunteers, with varied functional responsibilities Understanding of the rewards and challenges of serving the economically vulnerable Strong ability to multi-task, prioritize, organize, plan, and manage multiple projects and schedules to meet deadlines and achieve desired outcomes Strong leadership and management skills that positively influence the Mission's culture Excellent communication skills with the ability to express ideas and interpret policies and procedures clearly, calmly and concisely, both verbally and in writing Strong problem-solving and conflict mitigation and resolution skills Resourceful and proactive in seeking information and resources to support and navigate complex challenges Sound decision-making ability aligned with the Mission's core values and mission Proficiency in Microsoft Office Suite and comfortable using reporting tools. Education and Experience: A bachelor's degree or higher from an accredited college/university 8 to 10 years of experience in operations, strategic solutions, systems management, human resources, or relevant field 5 years or more years of progressively responsible management positions with supervisory experience and direct responsibility for process development, systems creation, hiring, training, goal setting, performance assessment, and other operations functions Considerable knowledge of laws, policies, procedures, principles, methods, and techniques of efficient administration, including human resources, facilities and office management, technology implementation, evaluation of business operations, and budgeting. Familiarity or experience working with Gino Wickman's Traction model strongly preferred Experience working in a fast-growing organization with evolving systems and priorities.
Demonstrated experience providing exceptional customer service to diverse groups of individuals, with a focus on responsiveness and professionalism. Valid NC driver license and the willingness to drive a 12-passenger van. (A valid driver's license is required as well as a passing Motor Vehicle background check.
Periodic MVR checks will be done to ensure continued ability to drive. If at any point you lose your driving privileges, it is your responsibility to report that to the Manager immediately.) Measurements: Support the organizational capacity goal of 95-100%. Achieve metrics associated with the New Life Plan Phases 1-4
Achieve a rating of 4 or above on a client satisfaction survey Satisfaction (engagement) scores annually. Schedule staff to fully cover 12-to-16-hour client services. Lead daily devotionals.
Lead daily team meetings. Physical Requirements Ability to lift up to 50 lbs. A typical shift will require sitting, standing, walking, and utilizing a laptop, sometimes for an extended period.
Ability to use hands to lift, guide, and assist clients/children with assignments and life skills. Ability to maneuver around furniture/closets and kneel, squat, stoop, or bend at the waist. Ability to drive clients/children to appointments and off-site events.
Work Conditions Work onsite, indoors, outdoors, and potentially in inclement weather. This environment requires an individual to be prepared to assist with potentially adverse conditions that may arise in a residential setting. (Ex.
Flooding due to plumbing failure; outbreak of illness.) The environment may have a high noise level. This position will be part of a rotating on-call 24/7 leadership team for the support and operations of Raleigh Rescue Mission. The typical work week for someone in this role is 45+ hours weekly
Onsite work within these prime program hours of 7:00 am - 6:00 pm will flex based on meetings and other engagements. Work one weekend (Saturday & Sunday) with the Friday before weekend off & the Monday after weekend off. every 4 weeks.
Work 3 holidays a year within your 5 day work week. Compensation and Benefits The salary range is expected to be $95,000 to $105,000, based on experience. A generous employee benefits package that includes health benefits, paid time off, paid holidays, and a 401(k)-retirement plan.
Click HERE to apply. Please include resume & cover letter. Applications will be reviewed on a rolling basis.
This job description is not intended to be a complete statement of all duties and responsibilities. It is subject to change at any time.
About Moss + Ross
Sourced by ZipRecruiter
Industry
Administrative assistance services
Company size
11 - 50 Employees
Headquarters location
Raleigh, NC, US
Year founded
2009