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Client Onboarding Specialist Jobs

2,477 active opportunities · Updated for October 2026

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Explore current client onboarding specialist jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Okta
📍 Washington• Full-time• From $288K/yr
1mo ago

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. The Federal Sales Team We are seeking a passionate, results-oriented sales professional to drive revenue growth, calling on accounts in the Civilian vertical. Our Federal Sales Managers are individual contributors who play a vital role in driving a significant share of revenue for Okta. We provide our reps with an environment in which they can make valuable contributions from day one while also building opportunities for learning and growth. This role requires travel to our San Francisco, CA or Chicago, IL office for in-person onboarding during the first week of employment. If reasonable accommodation is needed to participate in the job application, interview process, or onboarding please use this Form to request an accommodation. The Federal Sales Manager, Opportunity Reporting to the Federal Sales Director – this role will drive the sales process for our Civilian customers. The right candidate for the position will enjoy closing new logos while simultaneously managing and expanding a book of install base customers. Our FSM's organize and conduct sales presentations, site visits and product demonstrations to prospects and represent Okta in a consistent, effective and professional manner to best develop and win new clients. What you’ll be doing Develop new and existing federal accounts within the civilian agencies and across your territory, meeting or exceeding quarterly and yearly revenue targets Continually build and grow a robust sales

awsrestmachine learning
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Stripe
📍 Tokyo• Full-time
1mo ago

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team In this role, you'd be joining the Professional Services team. Our team's mission is to empower every Stripe user to achieve maximum value from their investment quickly and confidently. Our team helps Stripe increase the GDP of the internet by supporting the success of our large, intricate Stripe implementations. This involves guiding users through their integration process, project planning, coordinating with stakeholders, handling deliverables, meeting key timelines, and educating our users about the maximum potential they can achieve with Stripe. As an Implementation Consultant at Stripe, you are the driving force behind these strategic implementations. Your role is key in leading them through the integration process, turning them into long-term transacting Stripe users. Our team's core objective is to provide an efficient, seamless transition for our clients, assuring top-notch user satisfaction and relationship management. What you'll do As an Implementation Consultant, you'll manage the full onboarding cycle for mid-market and enterprise companies from contract signing through launch. You'll proactively develop and manage integration architecture, change management strategy, and timelines. You'll collaborate across departments, including Sales, Technical Services, Product, and Engineering, to ensure a successful transition for our clients. Responsibilities Own the full onboarding cycle for mid-market and enterprise companies from contr

Airbnb was born in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown to over 5 million hosts who have welcomed over 2 billion guest arrivals in almost every country across the globe. Every day, hosts offer unique stays and experiences that make it possible for guests to connect with communities in a more authentic way. The Community You Will Join: This role is part of the Key Accounts team at Airbnb who manages the partner relationships with our largest Supply Enterprises & API connectivity software partners. The Difference You Will Make: We are looking for an experienced Senior Connectivity Partner Manager to accelerate our API Connectivity Partnerships in the fast-growing territories of Southeast Asia and India . As a member of the Key Accounts team, you will be managing partner relationships with strategic supply partners, including distribution software companies and other IT solutions for Airbnb’s accommodation partners in APAC. You will be responsible for prospecting, contracting, on-boarding and optimizing strategic partnerships to accelerate growth and performance on both sides. You will be reporting to the Regional Key Accounts Lead in APAC. A Typical Day: Own a portfolio of Airbnb’s key partners and act as the key representative for these partners. Execute a win-win strategy for your portfolio that drives commercial value to all parties and positions Airbnb as a top strategic partner across all distribution channels. Develop strong relationships with executives and decision makers within your API partner portfolio, ensuring that partnerships meet the highest industry standards and that commercial agreements and service-level agreements (SLAs) are consistently met. Use data to identify strategic opportunities and launch pilots to drive sales growth Conduct regular business reviews, QBRs and formal presentations for internal and external purposes. Educate clients on product updates and share part

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Datadog
📍 Massachusetts• Full-time• From $211K/yr
1mo ago

We are Datadog's in-house product experts. The technical solutions team enables Datadog's worldwide growth by educating potential clients and ensuring that existing customers are happy and successful. The Product Solution Architecture team works closely with Datadog customers, Datadog’s Product management, engineering and Tech Solutions teams to help architect and implement the Datadog Solution. The team has grown to cover more than 12 Product Categories and needs a highly motivated, results-oriented individual to help lead the team. At Datadog, we place value in our office culture - the relationships and collaboration it builds, and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You’ll Do: Manage a team of expert individual contributors, working with Engineering and Product Management on their Product, who help create best practices for adoption of Datadog at scale. Assist in recruiting and hiring of top talent for the team. Mentor/coach new hires during on-boarding to ensure proper ramping of skills and capabilities Ensure that your team is aligned to top company initiatives and enabled to work with various Datadog internal and external stakeholders Deliver performance reviews along with collaborating on and executing individual development plans Be a Trusted Advisor to Product Management by providing high quality feedback based on your field experience working closely with our Sales, Support, Partners and Customers Offer guidance on architecture choices, data collection, and best practices to large Enterprise customers as they adopt these Datadog services across the organization Participate in Executive Brief conversations with high profile customers and prospects about overall architecture, Observability Best Practices and industry trends Who You Are: 10+ years of experience solving complex problems for customers and a strong kno

aigorust
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12 days ago

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Account Executive, Commercial Acquisition Build the future of data. Join the Snowflake team. Snowflake’s Commercial sales organization continues to grow and we are actively seeking a Commercial Account Executive to join the team. Our Account Executives are customer-obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Enthusiastic, self-motivated, and positive attitude with a passion for building customer relationships and closing new business opportunities. The Account Executive must have the confidence and ability to negotiate and close agreements with Clients and support new customers through our on-boarding process. You are driven to exceed performance objectives. You are excited about being positioned right in the middle of the exploding cloud based economy and to develop and maintain a highly desired knowledge of Snowflake’s solutions. You have an understanding of the Cloud application/computing space along with familiarity with data warehouse or analytic technologies. You are familiar with a solution-based approach

sqlaiwarehouse
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12 days ago

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Account Executive, Commercial Acquisition Build the future of data. Join the Snowflake team. Snowflake’s Commercial sales organization continues to grow and we are actively seeking a Commercial Account Executive to join the team. Our Account Executives are customer-obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Enthusiastic, self-motivated, and positive attitude with a passion for building customer relationships and closing new business opportunities. The Account Executive must have the confidence and ability to negotiate and close agreements with Clients and support new customers through our on-boarding process. You are driven to exceed performance objectives. You are excited about being positioned right in the middle of the exploding cloud based economy and to develop and maintain a highly desired knowledge of Snowflake’s solutions. You have an understanding of the Cloud application/computing space along with familiarity with data warehouse or analytic technologies. You are familiar with a solution-based approach

sqlaiwarehouse
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At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Account Executive, Commercial Acquisition Build the future of data. Join the Snowflake team. Snowflake’s Commercial sales organization continues to grow and we are actively seeking a Commercial Account Executive to join the team. Our Account Executives are customer-obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Enthusiastic, self-motivated, and positive attitude with a passion for building customer relationships and closing new business opportunities. The Account Executive must have the confidence and ability to negotiate and close agreements with Clients and support new customers through our on-boarding process. You are driven to exceed performance objectives. You are excited about being positioned right in the middle of the exploding cloud based economy and to develop and maintain a highly desired knowledge of Snowflake’s solutions. You have an understanding of the Cloud application/computing space along with familiarity with data warehouse or analytic technologies. You are familiar with a solution-based approach

sqlaiwarehouse
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At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. Account Executive, Commercial Acquisition Build the future of data. Join the Snowflake team. Snowflake’s Commercial sales organization continues to grow and we are actively seeking a Commercial Account Executive to join the team. Our Account Executives are customer-obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Enthusiastic, self-motivated, and positive attitude with a passion for building customer relationships and closing new business opportunities. The Account Executive must have the confidence and ability to negotiate and close agreements with Clients and support new customers through our on-boarding process. You are driven to exceed performance objectives. You are excited about being positioned right in the middle of the exploding cloud based economy and to develop and maintain a highly desired knowledge of Snowflake’s solutions. You have an understanding of the Cloud application/computing space along with familiarity with data warehouse or analytic technologies. You are familiar with a solution-based approach

sqlgitai
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Our Mission You call. You wait. You call again. In every other part of your life, you book in seconds. In healthcare, you’re blocked. We’re here to give power to the patient. For nearly 20 years, we’ve built the leading healthcare marketplace - helping tens of millions of people find and book the care they need. Now, we’re going further: building our infrastructure beyond Zocdoc’s marketplace to power access to care wherever patients search, from provider websites and insurance directories to search engines, AI platforms, and more. Healthcare still lacks something every other major consumer industry takes for granted: a seamless way to go from seeking to getting . We don’t want to own the front door to care; there isn't one. We want to make sure all of those doors open when patients are knocking. Fixing healthcare starts with fixing access to it. And we're still just getting started. Your Impact on our Mission Enterprise Customer Success Managers empower providers to maximize the value of Zocdoc and play a critical role in advancing some of our most important customer relationships. In this role, you will own the day-to-day success of a portfolio of complex healthcare organizations, serving as a trusted advisor while balancing strategic partnership, commercial outcomes, and operational execution. You are a value-added consultant, tasked with delivering well-timed, data-driven insights leading to successful outcomes for your customers. Our ECSMs don’t shy away from challenging conversations — they champion new ideas, inspire innovation, and appropriately challenge the status quo, all in the name of driving Zocdoc’s most important partnerships forward into the future. You’ll enjoy this role if you are… Commercially minded. You understand your customers’ businesses, identify opportunities to create greater value, and are comfortable influencing customers toward actions that drive stronger outcomes Excellent at prioritization. You can manage a h

About us At Design Bridge and Partners, part of WPP, we design brands with the power to move. Pulling people towards them with an irresistible force that compels and connects. With 900 creative minds across 17 studios worldwide, diverse in expertise, experience, backgrounds and beliefs, we are united in our ambition to achieve real impact for our clients’ brands benefiting their business, people and the planet. With expertise across brand strategy, brand design, brand engagement and brand effectiveness our clients across the world include NASA Artemis, Unilever, Coca-Cola, Diageo, Mastercard, Intel, HSBC, Tencent, Twitch, Heineken, Reckitt and the BBC. About WPP WPP is the trusted growth partner for the world’s leading brands. We unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company – powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. For more information, visit WPP.com. About the role We have a brand new opportunity for a brilliant Client Manager/Senior Client Manager to join our vibrant Singapore Studio in the heart of Kampong Glam. You'd already have some experience managing projects and building relationships with clients, and there will be plenty of opportunities to develop your skills and grow in the role, learning from some of the best people in the industry and working with a mix of brands across Asia Pacific. About you The right person for this role will be a positive team player with excellent attention to detail and a real passion for brands, design and creativity. With plenty of project management and client relationship building experiences in FMCG to bring to the team. So, if this sounds like the perfect role for you, please send us your CV and we’ll take it from there. Wh

project managementrecruitment
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DeepIntent
📍 New York• $100K – $120K/yr
11 days ago

DeepIntent is the leading healthcare marketing platform, purpose-built to help marketers plan, activate, and optimize data-driven campaigns with speed and precision. Trusted by the world’s top healthcare brands and their agencies, DeepIntent uniquely unites media, identity, and real-world clinical data to power privacy-safe, omnichannel marketing across every screen. Backed by patented technology and proven outcomes, DeepIntent’s platform delivers measurable audience quality and script lift at scale. Learn more at www.deepintent.com . What You’ll Do: DeepIntent is seeking an experienced Senior Client Success Manager to join our Client Success team. This role owns the day-to-day management and strategic growth of client relationships, partnering closely with Sales, Platform Operations, & Analytics and cross-functional teams from early planning through execution and expansion. As a Senior Client Success Manager, you will manage a book of business, lead client strategy and execution, and proactively identify opportunities to grow and deepen partnerships. You will play a critical role in driving revenue retention, upsell, and long-term client success. The Sr Client Success Manager should have a strong knowledge of the programmatic landscape and is a key contributor in the overall growth of the company. Key Responsibilities: Own end-to-end management of assigned managed service and/or self-service client accounts Serve as the primary point of contact for clients, leading day-to-day communication, optimizations, reporting, and recommendations Build strong, trusted client relationships grounded in a deep understanding of client goals, brand strategies, and performance metrics Own campaign performance, including pacing, optimization strategy, and delivery against client KPIs Deliver strategic insights and performance narratives through reporting, post-campaign analyses, and quarterly business reviews Identify and proactively drive upsell and growth opp

SpaceXAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company’s mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All employees are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. ABOUT THE ROLE: SpaceXAI serves our community of users and customers by working tirelessly to preserve free expression and choice, create limitless interactivity, and create a marketplace that enables the economic success of all its participants. At SpaceXAI, we now have a substantial opportunity to change how marketers interact with our rapidly growing user base. X is creating a world-class team of media professionals, and seeking an experienced Client Account Manager to grow revenue with advertisers and their agencies. RESPONSIBILITIES: As a Client Account Manager, you will become a true X expert and use that to simplify the platform and ship strong campaigns for priority clients from Greater China and the wider APAC region. Educate and consult on X advertising products, best practices, and campaign design Execute, optimize, and analyze programs using internal tools and dashboards Monitor revenue and pace client campaigns against targets Partner with the Client Partner on retention, pitch support, and performance reporting Resolve campaign issues quickly and improve the process behind them Feed product and tools teams so the ads platform can scale Maintain the book and a high-quality client and agency experience Mentor new t

airecruitment
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12 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

aifinance
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12 days ago

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

aifinance
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Brex
📍 Seattle• $82.5K – $98K/yr
13 days ago

Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. What You'll Do As a Client Development Representative (CDR), you’ll own customer engagement and expansion within an assigned book of Brex existing customers. You’ll combine high-velocity outreach with consultative discovery to identify opportunities, align stakeholders, and deliver measurable customer and revenue outcomes. This is an ideal role for someone building a sales career who enjoys developing customer relationships, navigating commercial conversations, and partnering cross-functionally to drive results. Where You'll Work This role will be based either within our New York City, San Francisco, Vancouver or Seattle offices. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week: Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year

aisalesforceaccounting
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