Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Onboarding Specialist

Full-time

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.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in Remote vacancy
  • $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... 
    Suggested
    Contract work
    Work at office
    Local area
    Work from home

    Loomis Sayles

    Boston, MA
    1 day ago
  • $88.4k - $132.6k

     ...New York, United StatesSalary: $88,400.00 - $132,600.00Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and processes and will work on a team focused on delivering all aspects... 
    Suggested
    Full time
    Work at office
    Immediate start
    Remote work

    Citigroup

    New York, NY
    1 day ago
  •  ...Client Onboarding Support Specialist Opiniion is a resident experience tool that partners with property management to create better living experiences for their residents. Our platform has helped thousands of property managers collect and act on real-time feedback,... 
    Suggested
    Full time
    Internship
    Local area

    Opiniion Inc.

    Lehi, UT
    2 days ago
  • $46.55k - $67.1k

     ...Client Onboarding Specialist As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our enterprise and mid-market clients (5+ locations). Serving as a trusted advisor,... 
    Suggested
    Remote work

    SpotOn: Sales

    San Francisco, CA
    20 hours ago
  •  ...Managing the onboarding process for complex accounts, the full-time Client Onboarding Specialist will oversee new client account openings, ensure compliance with regulations, and serve as a subject matter expert while working remotely across the United States. Key responsibilities... 
    Suggested
    Full time
    Remote work

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...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 office
    Local area

    Servbank

    Oswego, IL
    14 days ago
  • 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

    700Credit

    Southfield, MI
    1 day ago
  •  ...KYC Client Onboarding Specialist Location: New York, NY Duration: 04 Months Possibility for extension Role will start onsite. Generally two rounds of interviews. 1) Zoom 2) In person Preferable candidate will have KYC Client onboarding experience from Institutional... 
    Local area
    Remote work

    eTeam

    New York, NY
    2 days ago
  •  ...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

    Task Buddie

    United States
    3 days ago
  • A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should... 
    Remote work

    Guidant Financial

    Blue Springs, MO
    2 days ago
  • 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... 
    Full time
    Casual work
    Internship
    Remote work
    Monday to Friday
    3 days per week

    RCN Capital, LLC.

    Windsor, CT
    20 hours ago
  • $75k - $90k

     ...openings—or reach out and introduce yourself. There’s always room at the table for passionate problem-solvers. Position: Client Migration Specialist Location: Milpitas, CA Job Id: 225 # of Openings: 1 Who we are… Payactiv, Inc. is a leading financial technology company... 
    Work at office

    Payactiv, Inc.

    Milpitas, CA
    4 days ago
  • ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Client Onboarding Specialist to join our team at ProfitSolv!As a Client Onboarding Specialist, you will ensure exceptional service and support for all clients. The... 
    Remote work
    Work from home

    Profitsolv

    West Palm Beach, FL
    1 day ago
  •  ...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 time
    Remote work
    Monday to Friday
    Shift work

    LifeTree Inc.

    Phoenix, AZ
    1 day ago
  •  ...Customer Service Onboarding Specialist ( Retirement) Location: Fully Remote (US) Schedule: Monday–Friday, 8:00 AM – 5:00 PM (occasional after...  ...delivering a smooth and compliant on-boarding experience for our clients by coordinating communications, reviewing documentation,... 
    Full time
    Work at office
    Remote work
    Home office
    Monday to Friday

    Benetrends Financial

    Lansdale, PA
    more than 2 months ago
  • $25.45k - $28.5k

     ...no matter where they come from Role Overview: As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless...  ...driving early product adoption Effectively communicate client information, trends, and feedback across teams (i.e. Sales,... 
    Full time
    For contractors
    Remote work
    Monday to Friday
    Flexible hours
    Shift work

    Housecall Pro

    Remote
    7 days ago
  • 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 job

    Guidant Financial

    Ogden, UT
    1 day ago
  • A leading financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires excellent client communication, organizational skills, and the ability to handle multiple clients simultaneously... 
    Remote job
    Flexible hours

    Guidant Financial

    Atlanta, GA
    1 day ago
  •  ...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 job

    Guidant Financial

    Columbia, MO
    20 hours ago
  • A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication... 
    Remote job

    Guidant Financial

    Durham, NC
    3 days ago
  • $25.45k - $28.5k

     ...big ideas, no matter where they come from Role Overview As a Specialist, Onboarding, you are a professional who thrives in ensuring a seamless...  ...and driving early product adoption Effectively communicate client information, trends, and feedback across teams (i.e. Sales,... 
    Remote job
    Full time
    For contractors
    Monday to Friday
    Flexible hours
    Shift work

    Housecall Pro

    Denver, CO
    3 days ago
  • Nuvant Consulting Group is seeking a Virtual Client Onboarding Representative to welcome new and prospective clients and help them explore financial solutions that align with their goals. You’ll be a key first point of contact, guiding clients toward the next steps and... 
    Remote job

    Nuvant Consulting Group

    Los Angeles, CA
    1 day ago
  • A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications... 
    Remote job

    Guidant Financial

    Surprise, AZ
    1 day ago
  • A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The... 
    Remote job

    Guidant Financial

    Newport News, VA
    2 days ago
  • Ocra is hiring an Onboarding Specialist to guide new clients through their first 60 days on the Ocra platform. You will coordinate with internal teams, collect payment details, and train clients on reporting features. This role offers a fully remote schedule across the... 
    Remote job

    Ocra Co

    Brooklyn, NY
    2 days ago
  • 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 job

    Hopesglobalgetaways

    Chesapeake, VA
    3 days ago
  • A reputable financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in a fully remote setting. This role involves leading client meetings, supporting clients with their technical setups, and managing communications to... 
    Remote job

    Guidant Financial

    Flint, MI
    1 day ago
  •  ...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 job

    Guidant Financial

    Albany, GA
    2 days ago
  • A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should... 
    Remote job

    Guidant Financial

    Fayetteville, NC
    2 days ago
  • Morgan Stanley is seeking a Registered Client Service Associate to advance client service, onboarding, and support for financial advisors. The role emphasizes understanding firm policies, maintaining documentation, and using Morgan Stanley Online and Mobile platforms to... 

    Morgan Stanley

    Bethesda, MD
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!