Mid Level Client Onboarding Analyst Jobs
Mid level client onboarding analyst jobs go to professionals ready to own the full client lifecycle, guide junior teammates, and make process decisions with limited oversight. Openings run across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, remote, and hybrid settings, and employers like Truist, Smokeball, and Alliance HCM hiring at this level now.
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Smokeball is powering people-law. Our legal practice management software lightens the administrative burden, so legal professionals have more time for the people who need them most.
With offices across Australia, the US, and the UK, we're united by a clear purpose – and that purpose has shaped a culture worth being part of. This year, Wrk+ recognised us as one of USA’s Best Places to Work, and we've been certified a "Great Place to Work" again.
The Role
As a Senior Client Onboarding Consultant, you’ll partner with our largest and most strategic law firm clients to deliver an exceptional onboarding experience that drives adoption, efficiency, and business transformation. You won’t just “turn on” software—you’ll deeply understand each firm’s workflows, challenges, and goals, and then design and implement a tailored solution that leverages our platform to its fullest potential.
You’ll lead clients through every step of implementation—from discovery and process optimization to configuration, training, and rollout—ensuring that each engagement results in measurable operational improvements and lasting client success.
This is a highly consultative, hands-on role for someone who thrives at the intersection of technology, business process design, and client experience.
This is a hybrid position based in our Chicago, IL office. All Chicagoland employees are required to be in the office on Wednesdays and Thursdays.
Key Responsibilities
Lead complex onboarding projects for large or high-value law firms, serving as the main point of contact from kickoff through go-live.
Dive deep into client workflows and business processes, uncovering inefficiencies and identifying opportunities to streamline operations using our software.
Design and configure product setups that align directly with each firm’s goals, ensuring the platform fits seamlessly into their day-to-day practice management.
Facilitate process-mapping and discovery sessions, translating client needs into actionable configuration and training plans.
Collaborate cross-functionally with internal teams (Sales, Product, Training, Account Management, Support) to deliver a unified client experience.
Proactively manage project timelines, risks, and milestones, keeping clients and stakeholders informed and confident throughout the implementation journey.
Champion user adoption, developing rollout strategies and change management approaches that empower clients to fully embrace new workflows.
Continuously refine onboarding frameworks and best practices to improve efficiency, scalability, and client outcomes.
Required Qualifications
5+ years of experience in implementation management, client onboarding, or consulting within a B2B SaaS environment. Legal tech or legal background experience required but could be substituted with 8 years of implementation/client onboarding experience.
Proven ability to build strong client relationships, gain trust, and establish yourself as a strategic and reliable advisor.
Demonstrated ability to analyze business processes, identify workflow improvements, and configure software to drive efficiency and adoption.
Deep understanding of change management principles and the ability to guide clients through behavioral and operational transitions effectively.
Exceptional project management and stakeholder communication skills, with a proven record of managing multiple enterprise-level clients simultaneously.
Strong technical aptitude and experience working directly in software configuration, data mapping, and workflow setup.
Consultative mindset—able to bridge the gap between technology and business value.
Passion for helping clients transform their operations and achieve tangible outcomes.
Working knowledge of Client Success tools (ie: ChurnZero, Gainsight, Totango, etc.)
You’ll Thrive If You
Love solving problems and optimizing how people work.
Are energized by helping clients reimagine their day-to-day workflows through smart technology and thoughtful process design.
Can balance strategic thinking with hands-on execution.
Enjoy collaborating with smart, driven teammates who are passionate about client success.
Compensation
$105,000 – 115,000 base salary
What's in it for you?
Competitive Salary
Work-Life Balance: 20 vacation days, 3 reboot days, birthday off, volunteer time, and more!
Benefits: Excellent medical, dental, vision coverage. 401(k) match, & monthly wellness stipend
Parental leave
Office lunch and loads of snacks
And of course...the SWAG!
Want to Know More?
Why do we do what we do? Where did the name ‘Smokeball’ come from? What are our values? Learn more here!
- Smokeball values diversity & inclusion and is proud to be an Equal Employment Opportunity employer. Smokeball considers all individuals seeking employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic.
If you’re excited about this role, we encourage you to apply even if your experience doesn’t check every box.
About Smokeball
Smokeball is powering people-law. Our legal practice management software lightens the administrative burden, so legal professionals have more time for the people who need them most.
With offices across Australia, the US, and the UK, we're united by a clear purpose – and that purpose has shaped a culture worth being part of. This year, Wrk+ recognised us as one of USA’s Best Places to Work, and we've been certified a "Great Place to Work" again.
The Role
As a Senior Client Onboarding Consultant, you’ll partner with our largest and most strategic law firm clients to deliver an exceptional onboarding experience that drives adoption, efficiency, and business transformation. You won’t just “turn on” software—you’ll deeply understand each firm’s workflows, challenges, and goals, and then design and implement a tailored solution that leverages our platform to its fullest potential.
You’ll lead clients through every step of implementation—from discovery and process optimization to configuration, training, and rollout—ensuring that each engagement results in measurable operational improvements and lasting client success.
This is a highly consultative, hands-on role for someone who thrives at the intersection of technology, business process design, and client experience.
This is a hybrid position based in our Chicago, IL office. All Chicagoland employees are required to be in the office on Wednesdays and Thursdays.
Key Responsibilities
Lead complex onboarding projects for large or high-value law firms, serving as the main point of contact from kickoff through go-live.
Dive deep into client workflows and business processes, uncovering inefficiencies and identifying opportunities to streamline operations using our software.
Design and configure product setups that align directly with each firm’s goals, ensuring the platform fits seamlessly into their day-to-day practice management.
Facilitate process-mapping and discovery sessions, translating client needs into actionable configuration and training plans.
Collaborate cross-functionally with internal teams (Sales, Product, Training, Account Management, Support) to deliver a unified client experience.
Proactively manage project timelines, risks, and milestones, keeping clients and stakeholders informed and confident throughout the implementation journey.
Champion user adoption, developing rollout strategies and change management approaches that empower clients to fully embrace new workflows.
Continuously refine onboarding frameworks and best practices to improve efficiency, scalability, and client outcomes.
Required Qualifications
5+ years of experience in implementation management, client onboarding, or consulting within a B2B SaaS environment. Legal tech or legal background experience required but could be substituted with 8 years of implementation/client onboarding experience.
Proven ability to build strong client relationships, gain trust, and establish yourself as a strategic and reliable advisor.
Demonstrated ability to analyze business processes, identify workflow improvements, and configure software to drive efficiency and adoption.
Deep understanding of change management principles and the ability to guide clients through behavioral and operational transitions effectively.
Exceptional project management and stakeholder communication skills, with a proven record of managing multiple enterprise-level clients simultaneously.
Strong technical aptitude and experience working directly in software configuration, data mapping, and workflow setup.
Consultative mindset—able to bridge the gap between technology and business value.
Passion for helping clients transform their operations and achieve tangible outcomes.
Working knowledge of Client Success tools (ie: ChurnZero, Gainsight, Totango, etc.)
You’ll Thrive If You
Love solving problems and optimizing how people work.
Are energized by helping clients reimagine their day-to-day workflows through smart technology and thoughtful process design.
Can balance strategic thinking with hands-on execution.
Enjoy collaborating with smart, driven teammates who are passionate about client success.
Compensation
$105,000 – 115,000 base salary
What's in it for you?
Competitive Salary
Work-Life Balance: 20 vacation days, 3 reboot days, birthday off, volunteer time, and more!
Benefits: Excellent medical, dental, vision coverage. 401(k) match, & monthly wellness stipend
Parental leave
Office lunch and loads of snacks
And of course...the SWAG!
Want to Know More?
Why do we do what we do? Where did the name ‘Smokeball’ come from? What are our values? Learn more here!
- Smokeball values diversity & inclusion and is proud to be an Equal Employment Opportunity employer. Smokeball considers all individuals seeking employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic.
If you’re excited about this role, we encourage you to apply even if your experience doesn’t check every box.
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Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Technology & Software
Mid Level Client Onboarding Analyst Jobs: Frequently Asked Questions
How do I get a mid level client onboarding analyst job?
Position yourself around ownership, not just task completion. Highlight projects where you managed the client relationship end to end, resolved escalations independently, or improved an onboarding process. Emphasize cross-functional collaboration with sales, operations, or product teams. Tailor your resume to show measurable outcomes, such as faster time-to-activation or reduced client churn, that demonstrate you operate beyond the basics of onboarding support.
Which companies hire mid level client onboarding analysts?
Companies hiring mid level client onboarding analysts right now include Truist, Smokeball, and Alliance HCM, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring tends to concentrate at financial services firms, SaaS companies, and enterprise technology organizations that run structured, high-volume onboarding programs requiring analysts who can operate with real autonomy.
Are there remote mid level client onboarding analyst jobs?
Yes, remote and hybrid options are well-represented at this level. About 33% of mid level client onboarding analyst openings are remote or hybrid as of November 2026, reflecting how much of the work centers on digital tools, CRM platforms, and video-based client communication. On-site roles still appear, particularly at financial institutions and companies with complex, hands-on implementation requirements.
How do I move up to a mid level client onboarding analyst role?
The path from entry level to mid level is built through progressively deeper ownership. Start by mastering your company's onboarding workflow, then seek out opportunities to lead a client segment, train a new hire, or take point on a process improvement. Building fluency in CRM systems, data reporting, and cross-team coordination signals readiness. Consistently demonstrating that you can manage complexity without close supervision is what drives the promotion.
Which industries hire the most mid level client onboarding analysts?
Mid Level client onboarding analyst roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they manage large, recurring client bases where structured onboarding directly affects retention, revenue recognition, and long-term account growth, making experienced analysts a core operational need rather than a support function.