Mid Level Client Onboarding Specialist Jobs
Mid level client onboarding specialist jobs go to professionals ready to own the full client lifecycle, mentor junior team members, and drive onboarding decisions with minimal oversight. Roles are concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with a strong mix of 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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Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Technology & Software
Mid Level Client Onboarding Specialist Jobs: Frequently Asked Questions
How do I get a mid level client onboarding specialist job?
Position yourself around ownership, not just execution. Highlight projects where you managed client relationships end to end, resolved escalations independently, and improved onboarding processes or timelines. Concrete outcomes matter most: reduced time-to-value, higher activation rates, or reduced churn tied to your onboarding work. Tailor your resume to show you can run a process, not just follow one.
Which companies hire mid level client onboarding specialists?
Companies hiring mid level client onboarding specialists 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 providers that run structured onboarding programs and need specialists who can operate with limited supervision.
Are there remote mid level client onboarding specialist jobs?
Yes, remote and hybrid availability is strong at this level. About 33% of mid level client onboarding specialist openings are remote or hybrid as of November 2026, reflecting how much of the work, client calls, platform walkthroughs, and cross-functional coordination, translates well to distributed teams. On-site roles do exist, particularly at companies with high-touch enterprise clients.
How do I move up to a mid level client onboarding specialist role?
Moving from entry level to mid level takes deliberate depth-building over time. Focus on owning increasingly complex client accounts, not just supporting them. Develop fluency in the tools and workflows your team depends on, document processes you improve, and seek out projects that require cross-functional coordination. Demonstrating measurable impact, faster onboarding cycles, higher client satisfaction scores, or fewer escalations, is what signals readiness for mid level responsibilities.
Which industries hire the most mid level client onboarding specialists?
Mid Level client onboarding specialist 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, repeatable onboarding programs and clients who need hands-on guidance to reach early value, making experienced specialists essential to retention and revenue growth.