Client Onboarding Specialist
$25.45k - $28.5kFull-time
Housecall Pro
About the Role: Housecall Pro is dedicated to helping home service professionals streamline operations and scale their businesses. As a Client Onboarding Specialist, you will be the dedicated primary point of contact post-enrollment, responsible for coordinating a seamless onboarding experience that builds confidence and ensures rapid product adoption for our Pros.
What You'll Do
- Own the relationship during the initial onboarding phase, including account activation, platform training, and relationship building.
- Guide Pros through early adoption, ensuring they realize value quickly and feel confident in their decision.
- Effectively communicate client feedback, trends, and product insights across Sales, Marketing, and Engineering teams.
- Partner cross-functionally to support long-term retention and growth, collaborating with Account Managers to mitigate risk.
- Troubleshoot technical issues with deep product knowledge and proactively identify expansion opportunities.
What You Bring
- 1-3 years of experience in full-time customer success, implementation, or sales.
- Bachelor’s degree or equivalent experience in a related field.
- Proven success in developing relationships with new customers and exceeding success metrics.
- Excellent written and verbal communication skills with a consultative and empathetic approach.
- Requirement: Advanced English proficiency and availability for scheduled shifts (Monday - Friday 11am-8pm PST).
- Bonus: Experience using AI tools to increase the quality and efficiency of work.
Benefits
- Annual OTE range of $25,450 - $28,500 (includes base $19,750 - $22,800 + variable bonus).
- Comprehensive benefits including health insurance (medical, dental, vision), disability insurance, and 401(k).
- Flexible time off, paid parental leave, tech reimbursement, and other company perks.
- Opportunity to join a mission-driven, global team dedicated to supporting home service professionals.
Vacancy posted 9 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in Remote vacancy
$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...SuggestedContract workWork from homeWorldwide$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- ...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 to execute a pre-packaged onboarding plan and deliver world...SuggestedFull timeRemote workWork visaFlexible hours
$25 - $30 per hour
...from Mindlance. Position: New Accounts Specialist (3 openings) Contract: 5 months (may be... ...documents (LLC, LP, Corporation, etc.) and client information. Communicate directly with... ...years of experience in account opening, onboarding, or client services (banking preferred)....SuggestedContract workWork at officeRemote work1 day 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
- ...eligible for a hybrid schedule after successful completion of the probationary period. JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client...Work at office
- ...Job Title: Client Onboarding Specialist Location: Remote Employment Type: Full-Time Job Overview We are seeking a highly motivated Client Onboarding Specialist. The ideal candidate will be responsible for onboarding new clients, configuring technical solutions...Full timeRemote work
- ...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 timeCasual workInternshipRemote workMonday to Friday3 days per week
$25 - $28.85 per hour
...Client Onboarding Specialist Our Mission: Help retail & service companies streamline and grow their business. Do you enjoy helping clients get off to a great start? Are you organized, adaptable, and energized by managing projects, solving problems, and helping people...Hourly payFull timeWork at officeWork from homeMonday to FridayShift work- ...SeatGeek is seeking a Client Services Specialist to deliver exceptional service and operational support to its Enterprise clients. The role starts with implementing onboarding projects and evolves into ongoing client operations and success. You will partner with clients...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 leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3...Remote work
- ...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 workFlexible hours
- ...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
- ...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
- ...Grasshopper Bank is seeking a Client Services specialist who will be the face of the bank, guiding clients through onboarding, account opening, and ongoing management. The role emphasizes collaboration with Banking, Operations, Technology, and Risk teams to ensure smooth...Remote work
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a 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
$60k
...reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting...Remote workFlexible hours- Client Success Onboarding Specialist (WA) Fully Remote - WA Job Type Full-time Description Client Success Onboarding Specialist (Remote - WA) About 700Credit 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive...Full timeRemote work
- McKesson, a Fortune 10 health care leader, seeks a Client Management Specialist to support onboarding, operational readiness, and go‑live stabilization within the Medically Integrated Dispensing program. This role partners with Business Development, Implementation, Operations...Remote work
$60k
...A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote work- ...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 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
- ...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 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 work
- 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
$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- ...A well-established financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote position. In this role, you will guide clients through onboarding and assist them in understanding our accounting services. You should have at least 3 years...Remote work
- ...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...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!
Related searches
- insurance customer service advisor Remote
- senior customer service advisor Remote
- customer service representative hiring Remote
- customer service representative data entry Remote
- customer associate Remote
- customer service representative 1st shift Remote
- customer retention representative Remote
- customer happiness specialist Remote
- customer advisor Remote
- virtual customer service advisor Remote

