Remote WealthTech Onboarding Specialist (SaaS CRM)
$75k - $90kCyberCoders
- Remote job
CyberCoders is seeking a Remote Onboarding Specialist to lead onboarding processes for new customers in the WealthTech sector. This fully remote role comes with a competitive salary ranging from $75k to $90k, accompanied by benefits including medical, dental, vision insurance, and 401k. The ideal candidate will have experience in B2B SaaS onboarding and implementation, with preferred exposure to the financial services industry. Join a dynamic, fully remote team dedicated to enhancing client efficiency and satisfaction. #J-18808-Ljbffr CyberCoders
$75k - $90k
...Job Description Job Description Remote Onboarding Specialist ($75-$90k) WealthTech Permanently 100% Remote, EST Preferred... ..., 401k, PTO Requirements: SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and wealth managers...Remote jobCRMOngoing contractLocal area- Onboarding Specialist - B2B SaaS - Remote United States (Remote) Steer offers a suite of software tools for today's automotive repair shop. We combine a... ...custom development required. Implement scheduling tools and CRM, including integration, configuration, training, and...Remote jobCRMWork from homeFlexible hours
- ...Role We are adding a Senior Onboarding Specialist to our Customer Success... ...with 4 days onsite, and 1 day remote. Working hours are 7:30AM PT... ...financial services, fintech, or SaaS. Demonstrated track record... ...in Salesforce or comparable CRM; experience with LMS or...Remote workCRMWork at officeVisa sponsorship
$120k - $140k
...Job Description Job Description Remote Relationship Manager - $120k-$140k (WealthTech) Permanently Remote, Must Work EST Job... ...Benefits, 401k, PTO Requirements: B2B SaaS, Client Facing We offer an intuitive web-based CRM for financial advisors and wealth...Remote jobCRMOngoing contractLocal area- ...organization. This role supports a fast-moving SaaS environment with measurable activity,... ...and Account Executives Maintain accurate CRM records in Salesforce and meet weekly... ...both worlds. Our team members have embraced remote work and our Work from Here program allows...Remote workCRMLocal area
$70 per hour
...Co-Founder & CEO to lead Weli AI, a B2B WealthTech venture currently in build at our studio.... ..., Weli is designed to operate within the CRM and portfolio management tools advisors already... ...company Demonstrated success in B2B SaaS go-to-market, including sales and...Remote workCRM- ...Customer Relationship Management (CRM) marketing suite, complete... .... About The Role As an Onboarding Success Specialist, you’ll be part of a growing... ...implementation support - ideally in a SaaS or digital tools environment... ...Checks We Offer 100% remote 100% employer paid medical...Remote workCRMLocal areaWork from homeFlexible hours
- ...About the Role As a Merchant Onboarding Specialist on the Catering team, you will be the first... ...and maintain accurate records in CRM tools such as Salesforce Identify... ...merchant portals Prior experience at a marketplace, SaaS, or food tech company...Remote workCRMFor contractors
- ...Customer Onboarding Specialist Atlanta, Georgia, United States Or refer someone AYS Inc. is a... ...in a team environment ~ Knowledge of CRM software and customer onboarding tools... ...plus ~ Experience in the technology or SaaS industry is preferred We offer a...Remote workCRMFull time
- Small Business Onboarding Specialist At Xero, we are here to supercharge small businesses... ...activity levels while using CRM systems like Salesforce or... ...enjoying the autonomy of remote work throughout the week.... ...experience in an onboarding, SaaS sales, or customer-generating...Remote workCRMWork at officeWork from homeFlexible hours
- A high-growth FinTech SaaS firm is expanding its internal systems team by hiring a Salesforce... ...Lightning and Apex. Strong knowledge of CRM workflows and experience in integrating... ...tools are essential. The position supports a remote-first, fast-paced working environment. #J-...Remote jobCRM
- ...involves managing the full sales cycle in a B2B SaaS environment specifically within the automotive... ...sales mindset, and proficiency in Salesforce CRM. Benefits include competitive salary, uncapped commission potential, remote work flexibility, and comprehensive health...Remote jobCRM
- ...satisfaction and growth. This remote role involves managing relationships... ...customers, ensuring successful onboarding, and maximizing customer value.... ...Customer Success in B2B SaaS, preferably healthtech, and familiarity with Salesforce CRM. Strong relationship-building and...Remote jobCRM
- ...generating sales to biopharma clients. This remote position involves managing the entire sales pipeline and utilizing Salesforce CRM for documentation. The ideal candidate should... ...a passion for healthcare and experience in SaaS sales with proven consultative skills. The role...Remote jobCRM
- ...clientes de manera directa Experiencia en entornos B2B, preferiblemente en servicios o SaaS Experiencia en ventas consultivas o gestión estratégica de cuentas Manejo de herramientas CRM (HubSpot, Salesforce u otros) Nivel de inglés intermedio (B1-B2) para perfiles...Remote jobCRM
$75k
...Permanently 100% Remote, EST Preferred Job Title: Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k Base + Benefits, 401k, PTO Requirements: SaaS Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and wealth...Remote workCRMOngoing contractLocal area- ..., forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client... ...working independently in a remote environment Organized, detail-oriented... ...communication skills Experience in BPO, SaaS, or professional services preferred...Remote workCRMWork from home
- ...Client Onboarding Specialist Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM... ...operates within the B2B SaaS space, offering software... .... ~ Experience using CRM tools such as HubSpot to...Remote workCRMFull timeImmediate startFlexible hours
$42k - $54k
...We’re excited to consider remote candidates for this role! That... ...Deliver a positive, professional onboarding experience through clear communication... ...maintain accurate records in CRM and internal systems... ...in customer support within a SaaS environment and/or a behavioral...Remote workCRMContract workLive outWork at officeWorldwideFlexible hours3 days per week- ...automotive sector. The role includes driving the adoption of SaaS solutions through strategic consultations and... ...account management, and expertise with DealerSocket CRM and Salesforce. This position is fully remote and requires strong communication and training abilities...Remote workCRM
- Job Title: SaaS Sales Representative Location: Remote - United States Employment Type: Full-Time Industry: Software as a Service (SaaS) About the Role We... ...solutions effectively Manage a sales pipeline using CRM tools to track and report on activity Meet and exceed...Remote workCRMFull time
- ...working either from our Bellevue, WA office or remotely from anywhere in the U.S. Applicants should have a strong background in SaaS full-cycle sales, with at least 3 years of... ...includes building sales pipelines and leveraging CRM tools like Salesforce and Tableau. #J-18808-...Remote jobCRMWork at office
- ...The ideal candidate will have at least 2 years of B2B sales experience, particularly in the SaaS sector. Proficiency in CRM tools and excellent communication skills are essential. Join our dynamic team to shape the future of remote work sourcing. #J-18808-Ljbffr SimeraRemote workCRM
- ...a motivated Manager - Business Development to enhance SaaS revenue growth in the US market. This remote position involves owning the full sales cycle, developing... ...skills are essential, alongside proficiency in CRM tools. Join our dynamic team and make an impact in a fast...Remote jobCRM
- ...outbound efforts, managing prospects in a CRM, and collaborating with teams to refine lead... ...B2B sales experience, preferably in the SaaS sector, with excellent communication skills... .... Join a team dedicated to growth and innovation in remote work. #J-18808-Ljbffr SimeraRemote workCRM
$18 - $25 per hour
...Uncapped Commissions + Bonuses Location: Remote (U.S. Preferred) Position Type: Full-Time or... ...reading. What You'll Be Selling We provide SaaS and digital marketing solutions including: Website platforms CRM software Email marketing systems...Remote workCRMHourly payFull timePart timeImmediate startFlexible hours- ...von Angeboten, die Koordination von Kundenterminen sowie die Pflege von CRM-Daten. Erforderlich sind mindestens 3 Jahre Berufserfahrung in einem kundenorientierten Umfeld, idealerweise im B2B- und SaaS-Bereich. Das Unternehmen bietet ein positives Arbeitsklima, flache...Remote jobCRM
$120k - $160k
..., build, and enhance key capabilities for CRM, applying AI to improve workflows and deliver insights. The role requires a mix of remote and in-office work, with a minimum of 3 days... ...and a successful track record in SaaS products. The position offers an annual salary...Remote workCRMWork at office$70k - $90k
A leading CRM technology company based in Austin is seeking a Business Development Representative... ...of sales experience, particularly in B2B SaaS, and strong communication skills. A salary... ...generous benefits including flexible hours and remote work options. #J-18808-Ljbffr BrevoRemote workCRMFlexible hours- ...AI is seeking a Lead Generation Specialist to focus on generating new sales... ...for our sales team. In this fully remote position, you will conduct outbound calls, manage CRM records, and engage with... ...passion for helping a fast-growing SaaS company thrive is key. #J-18808...Remote jobCRM
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