Mid Level Client Onboarding Manager Jobs
Mid level client onboarding manager jobs go to professionals ready to own the full client lifecycle, make process decisions with limited oversight, and guide junior team members through complex implementations. Hiring runs across Banking & Financial Services, Investment & Asset Management, and Fintech, with a strong mix of on-site, hybrid, and remote roles, and employers like Truist, Smokeball, and Alliance HCM competing for client onboarding managers 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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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Technology & Software
Mid Level Client Onboarding Manager Jobs: Frequently Asked Questions
How do I get a mid level client onboarding manager job?
Position yourself around ownership, not just execution. Highlight projects where you led the full onboarding cycle from kickoff to handoff, resolved escalations independently, and improved client time-to-value. Tailor your resume to show measurable outcomes like retention rates or reduced onboarding timelines. Employers at this level want candidates who can operate with limited oversight and bring structure to ambiguous situations.
Which companies hire mid level client onboarding managers?
Companies hiring mid level client onboarding managers right now include Truist, Smokeball, and Alliance HCM, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from growth-stage SaaS companies, financial services firms, and enterprise technology platforms that need experienced professionals to manage complex, high-value client relationships at scale.
Are there remote mid level client onboarding manager jobs?
Yes, though availability varies by employer and industry. About 33% of mid level client onboarding manager openings are remote or hybrid as of November 2026, reflecting strong demand for experienced professionals who can manage client relationships and cross-functional coordination without being on-site. Fully remote roles tend to favor candidates with demonstrated experience running onboarding programs independently.
How do I move up to a mid level client onboarding manager role?
Moving from entry level into mid level means building a record of leading complete onboarding engagements rather than supporting them. Focus on taking ownership of a client segment, documenting processes you've improved, and volunteering to mentor newer team members. Employers look for professionals who have handled escalations, contributed to playbook development, and can demonstrate measurable impact on client outcomes over time.
Which industries hire the most mid level client onboarding managers?
Mid Level client onboarding manager 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 their products require structured, relationship-intensive onboarding processes where experienced managers directly affect customer retention and long-term revenue.