Client Onboarding Specialist
Wetravel
How we work
Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings to make sure every new customer feels completely confident using the WeTravel platform .
In this role, you’ll collaborate closely with Sales, Account Management, Product, and our customers. Our team is involved across the entire journey, jumping in wherever we can to provide support and make things easier. Please note that business travel is a possibility for this role (1-2 times per quarter) as-needed for on-site client onboarding projects.
Why You Should or Shouldn’t Apply
You should apply if you:
- Are fluent in English (bonus points for other languages!)
- Are passionate about educating customers and colleagues, performance improvement, and commercial success.
- Are organized, proactive, and comfortable working independently in a remote environment.
- Are comfortable being in a customer facing role + tasks that require attention to detail .
- Have great project management skills, juggling multiple projects at the same time and managing multiple stakeholders (and their expectations!)
- Enjoy doing onsite visits to clients and helping them get set up for success!
Bonus points if you:
- Have experience in travel tech or SMB-focused SaaS .
- Are familiar with HubSpot, Slack, Confluence, Loom .
- Have a teaching background, or Onboarding, Customer Success, Account Management, or Implementation roles .
- Have experience designing and implementing best practices and processes.
You might not be the right fit if you:
- Prefer roles that are mostly reactive or lack a customer facing interaction.
- Are uncomfortable doing sometimes repetitive tasks without losing focus.
- Are not comfortable working across different time zones with minimal supervision.
On a Weekly Basis You Will Find Yourself
- Partnering with sales teams to get them (and our customers) set up for success.
- Finding possible pain points and/or red flags and addressing them before they actually happen.
- Build trips, migrate participants, deliver training directly with the customer to ensure they are properly set-up.
- Managing multiple projects at the same time and making sure none of them are left forgotten or fall through the cracks.
- Leading each project and taking full ownership of each project to do what you were approached to do and more! There’s always extra value we can add to the table!
Benefits
- Full-time - Fixed Term Contract (as International Contractor) .
- Generous "Time to Recharge" policy — enjoy unlimited paid time off to rest, recharge, and show up as your best self.
- Amsterdam Program – visit us in Amsterdam (HQ) for 2-4 weeks every year , staying in one of our WeTravel apartments.
- Work remotely for a maximum of 4 weeks per calendar year .
- Extensive paid family leave.
- Three paid volunteer days per year — take time to give back to causes you care about, on us.
- 2-week cross-functional onboarding program .
- Cutting-edge equipment and tools to set you up for success. Coverage for certain work-from-home (WFH) equipment.
- Join an international, travel-loving team with a passion for adventure and innovation.
$85k - $120k
About the RoleWith a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the...SuggestedContract workWork at officeLocal areaWork from home- ...To support a growing team, the full-time Client Onboarding Specialist will manage client onboarding processes, including content migration and personalized training, while working remotely and collaborating with cross-functional teams. Key responsibilities: Partner with...SuggestedFull timeRemote work
$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shift- ...The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital’s network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process...SuggestedFull timeCasual workInternshipRemote workMonday to Friday3 days per week
- ...Treatspace, Inc. is seeking a customer-focused and design-savvy Onboarding Coordinator to join our PracticeBeat.com product line team.... ...Daily Brief), always keeping human judgment over what ships to clients. This is also a role we expect to evolve. As we scale and lean...SuggestedTemporary workWork at officeFlexible hoursNight shift
- ...and is eligible for a hybrid schedule after successful completion of the probationary period. Job Overview The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to...Work experience placementWork at officeRemote workHome officeNight shiftWeekend work
- ...Careerscape is recruiting on behalf of our client, a growing SaaS company headquartered in Austin, TX, for a fully remote Client Onboarding Specialist. In this role, you will be the first true partner new customers have after signing on, guiding them through implementation...Full timeRemote workHome officeFlexible hours
- ...BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed company on a mission to end needless suffering caused by medication delays through...Temporary workRemote work
$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...Contract workWork from homeWorldwide- ...Job Description Job Description Description: The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation, and relationship documentation...Work at officeLocal area
- ...Job Type Full-time Description About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding Specialist partners with new DESTINI customers...Full timeRemote workWork visaFlexible hours
$46.55k - $67.1k
...doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for...Summer workRemote work- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings...Full timeFor contractorsFixed term contractRemote workWork from home
- ...office and is eligible for a hybrid schedule after successful completion of the probationary period.JOB OVERVIEWThe New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives...Work at officeRemote workHome officeNight shiftWeekend work
$5,000 per month
...milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.... ...to hold a direct, confident conversation with a frustrated client You wait for direction rather than acting on what's in front...For contractorsRemote work- 700Credit is seeking a Client Success Onboarding Specialist to manage the implementation and training of our solutions for new and existing clients from Florida or Georgia. You will analyze client needs, develop tailored training, and ensure all activities run on time...Remote work
- ...is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive benefits, and ongoing...Weekly payRemote workWork from home
- ...A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate...Remote work
- A travel services company is looking for a Client Onboarding Coordinator to join their fully remote team. In this role, you will guide clients through the onboarding process, ensuring all arrangements are accurate and aligned with client expectations. Strong communication...Remote work
- ...Nuvant is hiring Virtual Client Onboarding Representatives to guide new and prospective clients through financial solutions aligning with their goals. You’ll be a key first point of contact to introduce services and steer clients toward the next step, all in a remote,...Remote work
$60k
...A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping...Remote work- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote work
- ...enthusiastic and reliable professionals that want to provide valuable services and join our rapidly growing firm. The Client Services Onboarding Specialist is a critical member of our Operations team, responsible for guiding new providers/families through the onboarding...Full timeRemote workMonday to FridayShift work
- ...Job Description Job Description Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday–Friday... ...a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation, supporting...Work at officeRemote workHome officeMonday to Friday
- ...reputable financial company is seeking a Bookkeeping Relations Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices, and...Remote work
- ...leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing...Remote work
- ...A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates...Remote workWork from home
- ...Deal Exchange, LLC is searching for a highly motivated Client Success Onboarding Specialist in Washington. The successful candidate will oversee client implementation and training for our automotive solutions, ensuring a high level of satisfaction. Strong communication...Remote work
- ...A leading financial services firm is looking for a Bookkeeping Relations Specialist to work from home. This role supports clients through onboarding while managing their bookkeeping and tax service inquiries. Ideal candidates will have 3+ years in client service and bookkeeping...Remote workWork from home
$60k
...reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong client...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!
- community service representative Remote
- client service representative Remote
- career services representative Remote
- bilingual customer service representative spanish english Remote
- customer experience agent Remote
- customer account representative Remote
- client solutions specialist Remote
- customer experience associate Remote
- entry level customer support representative Remote
- part time customer representative Remote


