Remote Onboarding Specialist ($75-$90k) WealthTech

$75k - $90k

Wealthbox

Remote Onboarding Specialist ($75-$90k) WealthTech

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 managers.

We're thrilled to announce we just closed $200MM in funding, and are doing some big things! Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice. We are Series B funded for $30MM, have been in business since 2012, and have 150 employees. We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are hiring a Enterprise Customer Education Specialist experienced with:

B2B SaaS
Onboarding and implementation
Experience in financial services or working with financial advisors is a big plus, but not required!

What You Will Be Doing

Lead onboarding and implementation for new customers
Guide customers through our platform and conduct discovery
Make client workflows more efficient within our system
Track onboarding progress, identify, and address issues as needed

What's In It for You

$75-$90k Base + Benefits, 401k, PTO
Vacation/PTO
Medical
Dental
Vision
Bonus
401k

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard.

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Apply

Vacancy posted 4 hours ago

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