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Technical Onboarding Manager Jobs (NOW HIRING)

Adyen

Merchant Onboarding Manager

San Francisco, CA · On-site

$90K - $125K/yr

We are motivated individuals who tackle unique technical challenges at scale and solve them as a ... Merchant Onboarding Manager We are looking for a Merchant Onboarding Manager to join our Merchant ...

Vets Hired

Community Onboarding Manager

Orlando, FL · On-site

Job Summary The Community Onboarding Manager is responsible for managing the successful onboarding ... Minimum of 5 years of experience in telecommunications or a related technical field. * Proven ...

Smartly

Customer Onboarding Manager

Manhattan, NY · On-site

$75K - $100K/yr

As a Customer Onboarding Manager, you will play a crucial role in assisting our newly-signed ... Take ownership of the technical execution of the onboarding plan, ensuring that customer accounts ...

ID.me

Customer Onboarding Manager

Mclean, VA · On-site

Role Overview We are seeking an experienced Customer Onboarding Manager to lead the implementation ... Excellent written and verbal communication skills, with the ability to engage both technical and ...

Red Points

Customer Onboarding Manager

Glendora, NJ · Hybrid

Technical knowledge of video encoding frameworks and transcription software. * Excellent ... Time Management - Efficiently managing your time is key, as onboarding multiple customers ...

Wealth Inc

Client Onboarding Manager

New York, NY · On-site

$125K - $150K/yr

Client Onboarding Manager Location : Hybrid (NYC) About Us Wealth.com is the industry's leading ... technical expertise to serve the needs of clients across the wealth spectrum. The company has been ...

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Technical Onboarding Manager information

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$152.3K

$193.5K

How much do technical onboarding manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for technical onboarding manager in the United States is $152,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $116,500.00 and $181,000.00 per year, depending on experience, location, and employer.

What does a Technical Onboarding Manager do?

A Technical Onboarding Manager is responsible for guiding new clients or employees through the process of implementing and integrating technical products or systems. They serve as the primary point of contact during the onboarding phase, ensuring that technical requirements are met and that users are trained effectively. Their duties often include coordinating with internal teams, troubleshooting issues, and providing resources or documentation to facilitate a smooth transition. The goal is to help clients or new hires become self-sufficient and confident in using the technology as quickly as possible.

What are the key skills and qualifications needed to thrive as a Technical Onboarding Manager?

To thrive as a Technical Onboarding Manager, you need strong project management abilities, in-depth technical knowledge relevant to your company's products or services, and experience in client onboarding or implementation. Familiarity with CRM platforms, onboarding software, and communication tools such as Salesforce or Jira is typically required, along with certifications like PMP or ITIL being advantageous. Outstanding interpersonal skills, problem-solving, and the ability to communicate technical concepts clearly help build trust and ensure a smooth client experience. These skills and qualities are critical for successfully guiding new clients through complex technical processes and fostering long-term satisfaction.

How does a Technical Onboarding Manager typically collaborate with cross-functional teams during the onboarding process?

A Technical Onboarding Manager frequently works closely with various departments such as Sales, Product, Engineering, and Customer Support to ensure a smooth and efficient onboarding experience for new clients or employees. They coordinate technical requirements, address integration challenges, and act as a bridge between clients and internal stakeholders to resolve issues promptly. Regular communication and collaboration are key, as the role often involves organizing meetings, providing feedback to product teams, and ensuring that onboarding timelines are met. This collaborative approach helps create a seamless transition and fosters long-term client satisfaction.

What is the difference between Technical Onboarding Manager vs Customer Success Manager?

AspectTechnical Onboarding ManagerCustomer Success Manager
Primary FocusTechnical setup and integration of new clientsCustomer retention and satisfaction
Required SkillsTechnical knowledge, project management, communicationCustomer relationship management, communication, problem-solving
Work EnvironmentTechnical teams, implementation projectsCustomer support, account management
Industry UsageTech, SaaS, software companiesTech, SaaS, service industries

The Technical Onboarding Manager primarily focuses on technical setup and integration for new clients, ensuring smooth implementation of products or services. In contrast, the Customer Success Manager emphasizes maintaining ongoing customer relationships, ensuring satisfaction, and promoting retention. While both roles require strong communication skills, the Technical Onboarding Manager leans more towards technical expertise and project management, whereas the Customer Success Manager centers on customer engagement and support.

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Technical Onboarding Manager jobs near you
Infographic showing various Technical Onboarding Manager job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $152,287 per year, or $73.2 per hour.

Financial Services Technical Onboarding Consultant - Chicago

Advyzon

Chicago, IL • On-site

$75K - $85K/yr

Full-time

Re-posted 15 days ago

Job description

Role Overview
Advyzon is seeking a Technical Consultant to join our consulting organization and play a key role in delivering an exceptional onboarding experience for new clients. As a Technical Consultant, you will partner with firms to implement Advyzon's all-in-one wealth management platform, helping firms successfully transition their business processes and become confident users of our technology. This role combines technical aptitude, project coordination, and client relationship management. You will guide clients through onboarding, deliver product training, assist with platform configuration, and collaborate closely with internal teams to ensure successful implementations. The ideal candidate is passionate about helping clients succeed, enjoys solving business and technical challenges, communicates effectively with a wide variety of stakeholders, and thrives in a collaborative, fast-paced fintech environment.
Key Responsibilities
Client Onboarding & Implementation
  • Lead onboarding engagements for RIAs and Broker Dealers using Advyzon's implementation methodology
  • Serve as the primary consulting contact throughout the onboarding process, building trusted relationships with clients
  • Conduct discovery sessions to understand client business processes, operational workflows, goals, and implementation priorities
  • Configure platform settings and assist clients with system setup based on their business requirements
  • Deliver virtual product demonstrations, training sessions, and workflow workshops that help clients become self-sufficient
  • Monitor onboarding progress, proactively identify risks, and help keep projects on schedule
  • Document client requirements, decisions, and implementation milestones throughout each engagement
  • Participate in annual conference presentations and user trainings

Client Consulting & Problem Solving
  • Advise clients on Advyzon best practices and how to leverage Advyzon's platform to improve operational efficiency
  • Help clients understand platform capabilities while recommending practical solutions to meet their business objectives
  • Troubleshoot onboarding questions and coordinate with Product, Support, Data Services, and other internal teams when additional expertise is required.
  • Assist with professional services engagements for existing clients, including advanced configuration and workflow optimization.

Cross-Functional Collaboration
  • Collaborate with Sales to ensure a smooth transition from the sales process into onboarding
  • Work with Relationship Management and Support teams to facilitate a successful transition following onboarding completion
  • Share client feedback, enhancement ideas, and recurring implementation trends with Product Management to help improve the platform

Process Improvement & Knowledge Development
  • Continuously expand knowledge of Advyzon's platform, wealth management workflows, and industry best practices
  • Contribute to the improvement of onboarding documentation, implementation guides, training materials, and internal knowledge resources
  • Participate in ongoing product training and professional development opportunities
  • Identify opportunities to improve onboarding efficiency, consistency, and the overall client experience

Qualifications
Required
  • Bachelor's degree or equivalent professional experience
  • 2-5 years of experience in client onboarding, implementation consulting, technical consulting, customer success, or a related client-facing role
  • Strong communication and presentation skills with the ability to explain technical concepts to non-technical audiences
  • Excellent organizational and project management skills with the ability to manage multiple priorities simultaneously
  • Strong analytical and problem-solving abilities
  • Comfortable learning new technology platforms and business processes
  • Ability to work independently while collaborating effectively across departments

Preferred
  • Experience working with wealth management technology, fintech, or financial services
  • Knowledge of Registered Investment Advisor (RIA) or Broker Dealer operations
  • Experience implementing SaaS software platforms
  • Familiarity with CRM systems, portfolio management software, reporting platforms, or financial planning technology
  • Experience delivering virtual client training or software implementations
  • On-site experience with clients
Compensation:
$75k-$85k annually with a $15k-$20k target bonus
This is a hybrid position at our Lisle or Chicago locations

Apply