CRM & Operations Specialist - Onboarding, Payments & Support
United Hr Solutions
United Hr Solutions is seeking a Sales Operations Coordinator for a client in the wellness sector. The role focuses on lead management, CRM updates, onboarding, and payment tracking to ensure a smooth program journey. You will coordinate with Finance and the Sales team, handle refunds and transfers, and maintain accurate operational records while delivering timely support in a fast-paced environment. Strong CRM and Excel skills are essential. #J-18808-Ljbffr United Hr Solutions
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Operations and Systems Support Specialist Operations and Systems Support Specialist Location: Remote (US) The Operations... ...Support Assist with new client onboarding activities and internal system... ...contact list by updating in Monday CRM and newsletter mailing list software...CRMContract workTemporary workH1bWork at officeLocal areaRemote workFlexible hours- ...to an existing subscription, a split payment schedule, a multi-year deal paid upfront... .... You'll report to the Revenue Operations Coordinator, and the two of you will... ...on the customer and not the critical CRM data we need to onboard, recognize revenue, and bill customer...CRMContract work
$22 - $28.5 per hour
The Customer Onboarding Specialist I focuses primarily on the Micro and Small Fleet segment, where many... ..., early engagement campaigns, and supports fleet enrollment and activations, ensuring... ...with confidence Familiarity with CRM and onboarding tools (Salesforce, Siebel...CRMWork at officeFlexible hours$85k - $145k
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$25 - $30 per hour
...Sales Organization, payment processor, merchant acquirer... ...*Merchant Services Onboarding Specialist* who understands the... ...& Merchant Sales Support - Manage inbound leads... ...- Maintain accurate CRM records and track all... ...clients. Office Operations & Administrative...CRMHourly payPrice workFull timeWork at officeMonday to Friday- Raymond James Financial, Inc. seeks an administrative support professional in the United States. The role handles visitor and phone traffic, mail, onboarding, documentation, and branch-support tasks, with emphasis on compliance and recordkeeping. The position includes benefits...
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$25 - $28 per hour
...marketing tools, EHRs, and payment systems, for a... ...re building products, supporting customers, or driving... ...portfolio of customer onboarding projects from post‑sale... ..., Product, Technical, Operations, and other teams to address... ...experience using CRM, project‑management, communication...CRMContract workLive outWork at officeRemote workWorldwideFlexible hours3 days per week- ePlus is seeking a Remote Customer Success Coordinator to own onboarding, adoption, and ongoing relationship management for a... ...the customer, coordinate with delivery teams, and maintain CRM records to support health reporting and renewals. Virginia or North Carolina candidates...CRMRemote job
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$95k - $110k
...: Recruiter & People Operations Specialist Base Salary: $95,000... ...Blackthorn while also supporting core people operations... ...People Operations on onboarding, HR systems, and day-... ...’s Salesforce® CRM into event planning software... ...attendees, process payments, and measure success...CRMLive inWork at officeRemote workWork from homeFlexible hours$120k - $160k
...platform brings banking, payments, expense management,... ...helping build the operational foundation needed to scale... ...and systems that support a rapidly growing customer... ...could mean improving an onboarding process, investigating... .... Leverage CRM systems, spreadsheets,...CRMImmediate startRelocation- Point of Rental Software / Record360 is seeking a Customer Support Specialist to manage tickets, assist with onboarding, and improve customer success. You will work across CRM platforms, provide timely resolutions, and collaborate with sales, marketing, engineering, and...CRM
- ...is seeking a Customer Success Specialist to own and grow relationships with customers as they onboard, adopt tools, and expand workflows... ...onboarding, implementation, support, retention, and account management... ...businesses using Roofr's CRM and features. #J-18808-Ljbffr...CRM
- ...do: Actively and consistently support all efforts to simplify and... ...customers through the new customer onboarding process by explaining... ...Customer Relationship Management (CRM) and data analytics tools to... ...accounts regarding past due payments and providing potential solutions...CRM
- Health Hue Hub is looking for a responsive customer support specialist to assist clinic staff with booking, payments, messaging and calendar issues. You will diagnose... ...to juggle multiple tickets, and experience with CRM/scheduling/EMR tools, including HIPAA/PHIPA considerations...CRM
- Confidential is seeking a proactive Student Support Officer to deliver world-class... ...courses, and support backend operations from a fully remote setup. You will... ...teams, maintain accurate records in CRM and LMS, and help drive onboarding and engagement campaigns to ensure...CRMRemote job
$62k - $65k
...analytical individual to join the Customer Operations Team as a Customer Operations Specialist. If you are an enthusiastic and... ...partner with the Sales team to support company KPIs and sales goals,... ...to‑date customer information using CRM platforms, SharePoint, and other internal...CRMWork at officeLocal areaRemote workMonday to Friday- ...demonstrating how Affirms payment solutions can drive... ...conversion, increase sales, and support business growth Through... ...a seller who can operate as the general manager... ...Sales Engineering and Onboarding to define the appropriate... ..., pipeline management, CRM discipline, and...CRMContract workRemote workFlexible hours
$160k
...—we're redefining how procurement, operations, accounting, and payments come together to drive efficiency and... ...vendor requirements for successful onboarding. Build and maintain a pipeline of... ...closing new business (this role is supported by SDRs and Marketing, but you still...CRMRemote workFlexible hours- ...allocation, verification, and CRM updates. Coordinate client onboarding and PDMR completion for a... ...journey. Handle CRM and IT support by raising and tracking system... ..., and maintain accurate operational records. Track installment payments, invoices, and coordinate with...CRM
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