Client Onboarding Analyst Jobs
Client onboarding analyst jobs are open across fintech, banking, SaaS, and insurance, at every level from entry-level associate to senior analyst, with specializations in customer success, process implementation, and compliance onboarding. Find a role that fits below and apply directly.
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Showing 5 of 88+ Client Onboarding Analyst jobs
Who we are
Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.
We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.
The Client Onboarding Project Manager has the responsibility to oversee the process of onboarding Quantum Health’s program for new clients. This position will need to develop a strong working relationship with clients, third party vendors, as well as many internal resources to facilitate the onboarding process.
The ability to facilitate relationships, getting people to work together in an efficient manner is of utmost importance in this position. The Client Onboarding PM works closely with the sales, data services, IT, Qbase, client executives, client managers and POD teams to ensure the appropriate support of the clients and consultants during onboarding.
Essential Roles and Responsibilities
% of Time Spent
Essential Tasks/Duties/Responsibilities
15%
Lead and coordinate the overall client onboarding with the client, consultant and all vendor partners
30%
Oversee and complete key tasks, milestones, and corresponding deadlines associated with the onboarding process
15%
Work closely with technical/data resources within Quantum Health to ensure that the client’s programs are appropriately technologically built, supported, and measured
5%
Evaluate, address and/or escalate client onboarding issues to ensure timely resolution
10%
Develop project plans to meet specific deadlines
5%
Promote the mission and core values of Quantum Health as well as the concept of MyQHealth.
20%
Manage other EPMO projects as assigned
Skills and Qualifications
Bachelor's degree required
Account Management and/or Project Management experience required.
Healthcare/Insurance Implementation experience desired.
Ability to work well in cross-functional teams and facilitate resolution of issues to meet client and internal staff expectations
Build and maintain external relationships
Strong customer service as well as written and verbal communication skills
Excellent presentation skills.
Ability to remain flexible in a changing environment
Ability to make decisions that are timely and well thought out and that achieve results consistent with the clients’ needs, Quantum Health’s business goals and organizational culture.
Ability to multi-task and prioritize workload.
Ability to work independently and in a self-directed manner
Promote the mission and core values of Quantum Health as well as the concept of MyQHealth
Protect and take care of our company and member’s data every day by committing to work within our company ethics and policies
What’s in it for you:
- Compensation: Competitive base and incentive compensation
- Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
- Retirement: 401(k) plan with up to 4% employer match and full vesting on day one.
- Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
- Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
- Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
- Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
What you should know:
- Internal Associates: Already a Healthcare Warrior? Apply internally through Lever
- Process: Application > Recruiter Video Interview > Online Assessment(s) > Interview(s) > Offer > Background Check.
- Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer .
- Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
- Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position.
- Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
- Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.
Reasonable Accommodation:
Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request.
Recruiting Scams:
Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.
California Employee and Job Applicant Notice of Collection of Personal Information:
If you are a California resident, Quantum Health may collect personal information in connection with your application for employment and, if hired, during the course of your employment. The categories of personal information collected and the purposes for which that information is used are described in our California Employee and Job Applicant Notice of Collection of Personal Information.
Please review the notice here:
Use of Technology Notice:
Quantum Health and its authorized service providers may contact applicants by email, phone, and text message about their application and related employment opportunities. Text messages may cover application status, interview invitations, and reminders, and applicants will have the option to opt out at any time. Message frequency varies. Message and data rates may apply.
Quantum Health uses AI-assisted recruiting technology to support communication, scheduling, and candidate evaluation, including tools that may review application materials and analyze recorded interviews. These tools assist our recruiting team; final employment decisions are made by human reviewers. Applicants who will be interviewed using these tools receive advance notice describing the technology and what it evaluates, are asked for permission before the interview is recorded or analyzed, and may request deletion of their recording.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Who we are
Founded in 1999 and headquartered in Central Ohio, we’re a privately-owned, independent healthcare navigation organization. We believe that no one should have to navigate the cost and complexity of healthcare alone, and we’re on a mission to make healthcare simpler and more effective for our millions of members. Our big-hearted, tech-savvy team fights to ensure that our members get the care they need, when they need it, at the most affordable cost – that’s why we call ourselves Healthcare Warriors®.
We’re committed to building diverse and inclusive teams – more than 2,000 of us and counting – so if you’re excited about this position, we encourage you to apply – even if your experience doesn’t match every requirement.
The Client Onboarding Project Manager has the responsibility to oversee the process of onboarding Quantum Health’s program for new clients. This position will need to develop a strong working relationship with clients, third party vendors, as well as many internal resources to facilitate the onboarding process.
The ability to facilitate relationships, getting people to work together in an efficient manner is of utmost importance in this position. The Client Onboarding PM works closely with the sales, data services, IT, Qbase, client executives, client managers and POD teams to ensure the appropriate support of the clients and consultants during onboarding.
Essential Roles and Responsibilities
% of Time Spent
Essential Tasks/Duties/Responsibilities
15%
Lead and coordinate the overall client onboarding with the client, consultant and all vendor partners
30%
Oversee and complete key tasks, milestones, and corresponding deadlines associated with the onboarding process
15%
Work closely with technical/data resources within Quantum Health to ensure that the client’s programs are appropriately technologically built, supported, and measured
5%
Evaluate, address and/or escalate client onboarding issues to ensure timely resolution
10%
Develop project plans to meet specific deadlines
5%
Promote the mission and core values of Quantum Health as well as the concept of MyQHealth.
20%
Manage other EPMO projects as assigned
Skills and Qualifications
Bachelor's degree required
Account Management and/or Project Management experience required.
Healthcare/Insurance Implementation experience desired.
Ability to work well in cross-functional teams and facilitate resolution of issues to meet client and internal staff expectations
Build and maintain external relationships
Strong customer service as well as written and verbal communication skills
Excellent presentation skills.
Ability to remain flexible in a changing environment
Ability to make decisions that are timely and well thought out and that achieve results consistent with the clients’ needs, Quantum Health’s business goals and organizational culture.
Ability to multi-task and prioritize workload.
Ability to work independently and in a self-directed manner
Promote the mission and core values of Quantum Health as well as the concept of MyQHealth
Protect and take care of our company and member’s data every day by committing to work within our company ethics and policies
What’s in it for you:
- Compensation: Competitive base and incentive compensation
- Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.
- Retirement: 401(k) plan with up to 4% employer match and full vesting on day one.
- Balance: Paid Time Off (PTO), 7 paid holidays, parental leave, volunteer days, paid sabbaticals, and more.
- Development: Tuition reimbursement up to $5,250 annually, certification/continuing education reimbursement, discounted higher education partnerships, paid trainings and leadership development.
- Culture: Recognition as a Best Place to Work for 15+ years, dedication to diversity, philanthropy and sustainability, and people-first values that drive every decision.
- Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more!
What you should know:
- Internal Associates: Already a Healthcare Warrior? Apply internally through Lever
- Process: Application > Recruiter Video Interview > Online Assessment(s) > Interview(s) > Offer > Background Check.
- Diversity, Equity and Inclusion: Quantum Health welcomes everyone. We value our diverse team and suppliers, we’re committed to empowering our ERGs, and we’re proud to be an equal opportunity employer .
- Tobacco-Free Campus: To further enable the health and wellbeing of our associates and community, Quantum Health maintains a tobacco-free environment. The use of all types of tobacco products is prohibited in all company facilities and on all company grounds.
- Compensation Ranges: Compensation details published by job boards are estimates and not verified by Quantum Health. Details surrounding compensation will be disclosed throughout the interview process. Compensation offered is based on the candidate’s unique combination of experience and qualifications related to the position.
- Sponsorship: Applicants must be legally authorized to work in the United States on a permanent and ongoing future basis without requiring sponsorship.
- Agencies: Quantum Health does not accept unsolicited resumes or outreach from third-parties. Absent a signed MSA and request/approval from Talent Acquisition to submit candidates for a specific requisition, we will not approve payment to any third party.
Reasonable Accommodation:
Should you require reasonable accommodation(s) to participate in the application/interview/selection process, or in order to complete the essential duties of the position upon acceptance of a job offer, click here to submit a recruitment accommodation request.
Recruiting Scams:
Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of Quantum Health will only contact you from an email address ending in @quantum-health.com. Quantum Health will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.
California Employee and Job Applicant Notice of Collection of Personal Information:
If you are a California resident, Quantum Health may collect personal information in connection with your application for employment and, if hired, during the course of your employment. The categories of personal information collected and the purposes for which that information is used are described in our California Employee and Job Applicant Notice of Collection of Personal Information.
Please review the notice here:
Use of Technology Notice:
Quantum Health and its authorized service providers may contact applicants by email, phone, and text message about their application and related employment opportunities. Text messages may cover application status, interview invitations, and reminders, and applicants will have the option to opt out at any time. Message frequency varies. Message and data rates may apply.
Quantum Health uses AI-assisted recruiting technology to support communication, scheduling, and candidate evaluation, including tools that may review application materials and analyze recorded interviews. These tools assist our recruiting team; final employment decisions are made by human reviewers. Applicants who will be interviewed using these tools receive advance notice describing the technology and what it evaluates, are asked for permission before the interview is recorded or analyzed, and may request deletion of their recording.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Client Onboarding Analyst Jobs by Experience Level
See All 88 Client Onboarding Analyst Jobs
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Find JobsClient Onboarding Analyst Job Market
Who's Hiring
- JPMorganChase12
- Parmele Disability Advocates7P
- Standish Management5
- Advyzon3
- Gartner2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
- Fintech
- Technology & Software
What Employers Look For
The qualifications that appear most often in client onboarding analyst jobs.
- One to three years of experience in client onboarding, implementation, or customer success
- Proficiency with CRM platforms and applicant tracking or project management tools
- Strong written and verbal communication skills for client-facing interactions
- Ability to manage multiple concurrent onboarding projects under defined timelines
- Familiarity with KYC, AML, or compliance documentation requirements in regulated industries
- Bachelor's degree in business, finance, communications, or a related field
Tips for Your Client Onboarding Analyst Job Search
Tailor your resume to the funnel
Client onboarding analyst roles reward candidates who can show they reduced time-to-value for new clients. Quantify the number of accounts you managed or the onboarding steps you owned, not just that you 'supported' the process.
Highlight cross-functional coordination experience
Hiring managers want analysts who can bridge sales handoffs, implementation teams, and client stakeholders. Call out specific moments you coordinated across departments to unblock a client's go-live, even if that was in a different role.
Apply early to roles that fit
Migrate Mate lists client onboarding analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter for industry-specific onboarding workflows
Fintech onboarding often involves KYC and AML compliance steps, while SaaS onboarding centers on product adoption milestones. Target postings that match the workflow type you know best, since your process fluency will show clearly in interviews.
Prepare a structured onboarding scenario answer
Interviewers frequently ask you to walk through a past onboarding from kickoff to completion. Prepare a concise narrative that covers how you handled a scope gap, a delayed stakeholder, or a client who went silent mid-process.
Negotiate scope before you negotiate salary
Before accepting an offer, clarify the client-to-analyst ratio, whether you own technical setup or only relationship coordination, and what 'done' looks like for a typical onboarding. Misaligned expectations on these points cause early attrition.
Client Onboarding Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most client onboarding analysts?
The most active employers for client onboarding analysts right now are JPMorganChase, Parmele Disability Advocates, and Standish Management, and the most openings are in Texas, Illinois, and New York, based on current listings on Migrate Mate as of November 2026. Financial services, fintech platforms, and enterprise SaaS companies consistently post the highest volume of these roles.
How many client onboarding analyst jobs are remote?
About 75% of client onboarding analyst openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on video calls, shared project management tools, and async documentation. Sub-specializations in SaaS onboarding and digital banking tend to have the highest share of fully remote postings, while compliance-heavy financial onboarding more often requires on-site or hybrid arrangements.
How do you become a client onboarding analyst?
Start by building experience in a client-facing role such as customer support, account coordination, or operations, where you handle structured workflows and stakeholder communication. From there, focus on learning project management fundamentals, CRM platforms, and any compliance basics relevant to your target industry. Applying to entry-level onboarding coordinator or implementation associate roles is the most direct path into the analyst title.
Can I get hired as a client onboarding analyst with little experience?
Yes, many employers hire candidates with limited direct onboarding experience if you can demonstrate transferable skills like process adherence, client communication, and cross-functional coordination. Roles in customer support, banking operations, or SaaS trials are strong entry points. Framing your resume around workflow ownership, client escalation handling, and documentation accuracy helps close the experience gap without overstating your background.
What does the client onboarding analyst interview process look like?
Most processes include an initial recruiter screen, a hiring manager interview focused on past onboarding scenarios, and at least one structured competency round where you walk through a complex client situation end to end. Some employers add a take-home exercise asking you to build an onboarding plan or audit a sample checklist. Final rounds often involve a panel with someone from sales, implementation, or customer success.
Where can I find and apply to client onboarding analyst jobs?
You can find and apply to client onboarding analyst jobs on Migrate Mate, which lists current openings from across the United States. The listings cover roles in fintech, banking, SaaS, insurance, and more, at every experience level. Find roles that fit your background and apply directly to each listing from the page.
See All 88 Client Onboarding Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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