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Client Success Onboarding Jobs (NOW HIRING)

Socket.dev

Digital Client Success Manager

Chicago, IL · On-site

$73K - $80K/yr

Host onboarding calls or product walkthroughs with new client segments to optimize product‑led onboarding journeys, identifying friction points, and coordinating with Product teams to improve ...

New

Smokeball

Digital Client Success Manager

Chicago, IL · On-site

$73K - $80K/yr

The Role As a Digital Client Success Manager (Legal Billing Specialist) , you will play a pivotal ... Host onboarding calls or product walkthroughs with new client segments to optimize product-led ...

Smokeball

Digital Client Success Manager

Chicago, IL · On-site

$73K - $80K/yr

The Role As a Digital Client Success Manager (Legal Billing Specialist) , you will play a pivotal ... Host onboarding calls or product walkthroughs with new client segments to optimize product-led ...

New

Smokeball, Inc.

Digital Client Success Manager

Chicago, IL · On-site

$73K - $80K/yr

The Role As a Digital Client Success Manager (Legal Billing Specialist) , you will play a pivotal ... Host onboarding calls or product walkthroughs with new client segments to optimize product-led ...

New

Praxis Tech

NY · On-site

Role Summary We are hiring a Client Services Officer and an Onboarding Specialist to join our Operations team in Malta. The role involves onboarding merchants, supporting clients, and delivering ...

AHU Technologies, Inc.

Client Success Executive

$60K - $80K/yr

Maintain onboarding resources such as guides, tutorials, and webinars * Utilize automation, video, email, and in-app support to scale onboarding Client Success Management * Serve as the primary point ...

Pavago

Client Success Manager

Lead onboarding for newly signed clients. * Collect required assets and information for campaign ... Client Success & Revenue Growth * Monitor client satisfaction and campaign outcomes. * Collaborate ...

Pave Bank

Client Success Associate

Onboarding & Playbooks: Contribute to internal knowledge-sharing and build operational playbooks ... Client Success Excellence: Design, implement, and optimize the Client Success workflow and ...

Addison Group

Client Success Manager

Houston, TX · Remote

$75K - $85K/yr

Lead onboarding and implementation efforts for enterprise clients, ensuring projects are completed on time and aligned with client expectations. * Develop and manage implementation plans, timelines ...

N3XT

Client Success Analyst

Liberating Money Client Success Analyst Location: Remote, North America Job Type: Full-Time ... Previous experience working with KYC/Onboarding systems and processes is a plus * Experience ...

Addison Group

Client Success Manager

Houston, TX · On-site

$75K - $85K/yr

Lead onboarding and implementation efforts for enterprise clients, ensuring projects are completed on time and aligned with client expectations. * Develop and manage implementation plans, timelines ...

Recooty

Client Success Manager

West Palm Beach, FL · On-site

The Client Success Manager acts as the connective tissue for the account: translating strategic ... Comfort working across organizational lines -- Onboarding, Client Support, Product, and Operations ...

Employer Flexible

Client Success Specialist

Houston, TX · On-site

Exempt Position Summary The Client Success Specialist (CSS) serves as the primary guide for new clients during their onboarding journey. This role is responsible for delivering a seamless, high-touch ...

Recooty

The Client Success Manager acts as the connective tissue for the account: translating strategic ... Comfort working across organizational lines -- Onboarding, Client Support, Product, and Operations ...

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All JobsClient Success Onboarding Jobs

Client Success Onboarding information

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$32.5K

$83.1K

$140K

How much do client success onboarding jobs pay per year?

As of Sep 13, 2026, the average yearly pay for client success onboarding in the United States is $83,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,500.00 and $99,000.00 per year, depending on experience, location, and employer.

What are popular job titles related to Client Success Onboarding jobs?

For Client Success Onboarding jobs, the most frequently searched job titles are:

Infographic showing various Client Success Onboarding job openings in the United States as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $83,064 per year, or $39.9 per hour.

Client Success & Onboarding Representative (Tax Software)

Jacksonville, FL • On-site

PROFESSIONAL TAX SOFTWARE SOLUTIONS
See more jobs at PROFESSIONAL TAX SOFTWARE SOLUTIONSexternal

$17 - $20/hr

Full-time

Medical

Re-posted 7 days ago

Key responsibilities

  • Onboard new tax offices by guiding clients through setup, training, and best practices using the company's software and financial products

  • Make outbound calls to follow up with warm leads and prospects, and answer incoming support calls to assist existing clients

  • Work closely with sales, support, and onboarding teams to ensure a smooth client experience and support clients during peak tax season with extended hours when needed

Job description

Client Success & Onboarding Representative (Tax Software)

Unity Tax Partners | Jacksonville, FL | In-Office

Unity Tax Partners is a fast-growing tax software and financial products provider supporting independent tax professionals nationwide. Our mission is simple: give tax offices the tools, support, and pricing they need to compete with the big chains.

We’re looking for someone who thrives in a dynamic environment where priorities shift throughout the year as the tax industry changes. The role requires someone who is adaptable, organized, and comfortable wearing multiple hats as client needs evolve.

This hybrid role combines customer support and onboarding, working directly with tax professionals across the country.

If you enjoy solving problems, building relationships, and turning conversations into opportunities, this role is a great fit.

Schedule & Flexibility

This position begins as an hourly role with a flexible schedule depending on the time of year.

• Off-season (May –August): Hours may range from part-time to full-time depending on workload and projects
• Tax season (September – April): Full-time hours with overtime opportunities available
• Extended hours and occasional Saturdays may be required during peak season

This structure provides flexibility during slower months while offering the opportunity to earn more during tax season.

What You’ll Do

• Onboard new tax offices using our software and financial products
• Make outbound calls to follow up with warm leads and prospects
• Answer incoming support calls and assist existing clients
• Guide clients through setup, training, and best practices
• Identify opportunities to expand or upgrade services when appropriate
• Work closely with sales, support, and onboarding teams to ensure a smooth client experience
• Maintain notes and activity within internal systems
• Support clients during peak tax season with extended hours when needed

What We’re Looking For

• Strong communication and people skills
• Comfortable spending much of the day on the phone
• Organized and able to manage multiple conversations and client needs
• Self-motivated and able to work in a fast-moving environment
• Ability to quickly learn new software platforms
• Sales experience is a plus
• Customer support experience is a plus
• Experience with tax preparation or tax office operations is a plus
• Experience with professional tax software (TaxWise, Drake, ProSeries, etc.) is a strong plus

Bilingual (Spanish) candidates may receive additional hourly compensation.

What We Offer

• Hourly pay + performance bonuses
• Overtime opportunities during tax season
• Growth opportunities within a rapidly expanding company
• A fast-paced, team-oriented environment without corporate bureaucracy
• The opportunity to work directly with entrepreneurs building their tax businesses

Why Unity

At Unity Tax Partners, there is no corporate red tape and no micromanagement. We move fast, support each other, and focus on delivering real value to our clients.

We’ve been in the tax industry for over 14 years and are entering a major growth phase. That means real opportunity for people who perform and want to grow with us.

If you enjoy helping people, solving problems, and working in a high-energy environment, we’d love to talk.

Company Description

Unity Tax Partners is a nationwide income tax software and financial products provider serving independent tax professionals across the country. For more than a decade, our team has helped thousands of tax offices grow by delivering powerful software, unmatched support, and industry-leading financial products with no hidden fees. We operate without corporate layers or red tape, which means we move fast, innovate constantly, and put our partners first. Our mission is simple: empower tax professionals with the tools, technology, and support they need to compete with the biggest brands in the industry and build stronger, more profitable businesses.