Remote Client Onboarding & CRM Specialist
Law Offices of Robert S. Gitmeid & Assoc. PLLC
- Remote job
Law Offices of Robert S. Gitmeid & Assoc. PLLC is seeking a Client Onboarding Specialist to assist new clients in their onboarding process. This remote position requires strong communication skills and attention to detail, ensuring a smooth client intake and document management. Applicants should have experience in customer-facing roles and a self-motivated work ethic. Benefits include competitive compensation, PTO, and opportunities for performance bonuses. #J-18808-Ljbffr Law Offices of Robert S. Gitmeid & Assoc. PLLC
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing... ...smooth start. Maintain accurate records and notes in the CRM system. Collaborate with sales and leadership teams to improve...Remote workCRM
$23.08 per hour
...Details Application Deadline: 2 August 2026 Department: Client Onboarding Location: Remote Compensation: $23.08 / hour Target Hire Date: July 20, 20... ...ensuring successful completion. Utilizing the firm’s Salesforce CRM software in performing client-support tasks. Meeting high...Remote workCRMCasual workWork from home- ...management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll... ...conversions, and onboarding status in CRM tools Collaborate closely with... ...Self-motivated and effective in a remote work environment What we offer Competitive...Remote workCRMWork from home
- ...We are looking for an enthusiastic, driven Client Onboarding Representative to join our growing team. The role is a remote role in Houston, with the expectation that you will... ...Process 4. Client Retention Maintain CRM system with customer information, contact log,...Remote workCRM
- ...pride ourselves on being a client-first agency, helping businesses... ...drive success. As a Client Onboarding Specialist, you will collaborate with... ...solutions. Familiarity with CRM, project management, or client... ..., blending in-office and remote work flexibility. A supportive...Remote workCRMWork at officeLocal area
$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building... ...problem-solving abilities, and proficiency in CRM software. The pay range for this remote position is $55,000 to $65,000 annually....Remote workCRM$65k - $80k
...planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team. At Oakwell, we pride ourselves on... ...tasks Maintain and update client data in our CRM Set a high standard of client interaction as the first...Remote workCRMFull timeWork from home- ...productivity, and scalability—allowing clients to focus on what matters most.... ...representatives with the ability to work remotely to drive revenue through client... ...forecasts, and growth pipeline in CRM tools • Collaborate with onboarding and operations teams to support client...Remote workCRMFull timeWork from home
- ...Customer Relationship Management (CRM) marketing suite, complete... .... About The Role As an Onboarding Success Specialist, you’ll be part of a... ...implementation—ensuring every client’s experience is aligned with... ...Reference Checks We Offer 100% remote 100% employer paid medical...Remote workCRMLocal areaWork from homeFlexible hours
- ...and personable Customer Support Specialist to be the front line of communication with our valued clients. In this role, you’ll build... ...records and service logs in our CRM Learn and adapt to new technologies... ...Flexible work environment: remote, hybrid, or onsite Competitive...Remote workCRMFlexible hours
$70k - $85k
...You’re not just any Onboarding Specialist; you have the passion and patience... ...office and Mon and Fri working remote. The role is open to... ...update notes and tasks in the CRM. Send recordings of onboarding... ...or product demonstrations to clients. Exposure to SaaS, UCaaS, Digital...Remote workCRMWork at office$21.5 - $24 per hour
...Workforce Success Specialist (Bilingual – English/French) Location... ..., CO preferred | Open to remote (any U.S. time zone)... ...Talent is seeking a Bilingual Onboarding (English/French) for a client of ours. This role will... ...records Familiarity with CRM platforms (Freshdesk...Remote workCRMFor contractorsWork at officeMonday to Friday1 day per week- ...Customer Onboarding Specialist Atlanta, Georgia, United States Or refer someone AYS Inc. is a... ...and seamless onboarding process for our clients. You will work closely with our sales,... ...in a team environment ~ Knowledge of CRM software and customer onboarding tools...Remote workCRMFull time
- Itlearn360 is looking for a WFH Customer Onboarding Consultant to guide clients through the onboarding process. This... ...skills, familiarity with CRM systems, and a client-first mentality... ...position offers competitive compensation, remote flexibility, and growth...Remote jobCRMWork from home
- ...oriented and customer-focused, the full-time Client Relations Specialist will efficiently guide certification... ...maintaining high client satisfaction remotely. Key responsibilities Provide Tier 1... ...experience through effective use of CRM tools Required qualifications...Remote workCRMFull time
- ...WesBanco Bank Inc. is seeking an Onboarding Specialist to support the Commercial Onboarding team. This role is fully remote within the Bank's footprint and requires a high school... ...new products and ensuring accurate client setup, along with assisting in training team...Remote work
- ...WesBanco Bank Inc. is seeking a full-time Onboarding Specialist to join their Commercial Onboarding team. This 100% remote position will involve supporting the documentation... ...as maintaining effective communication with clients and team members. The ideal candidate will...Remote workFull time
$24 - $29 per hour
...Rival, located in Cambridge, MA, is seeking a dedicated Client Relations Specialist to manage client inquiries and facilitate the intake process... ...communication and organizational skills along with proficiency in CRM tools. This position offers a comprehensive benefits...Remote workCRMHourly payWork from home- ...WesBanco Bank Inc. is seeking an Onboarding Specialist to support the Commercial Onboarding team... ...documenting new products and collaborating with clients. The role involves training team... ...and efficiency. Located predominantly remote within the Bank’s footprint,...Remote work
- Senior Onboarding Specialist, Customer Success Team Location: Las Vegas, NV -... ...work model (4 days onsite, 1 remote). Working hours: 7:30 AM - 4... ...or enterprise-level advisor clients, from kickoff through full platform... ...in Salesforce or comparable CRM; experience with LMS or...Remote workCRMVisa sponsorshipMonday to Friday
- ...Client Relationship Manager Company Description Lumen Solutions Group Inc. is a technology... ...Relationship Manager Location: Hybrid (Primarily Remote) DMV Area (Maryland, DC, Northern Virginia... ...Experience using Salesforce CRM. Experience with Luminex (preferred). Proficiency...Remote workCRMContract workWork at office
$50k - $60k
...serve as the primary point of contact for clients. You will manage project timelines,... ...communication skills, and experience with CRM tools like Salesforce. The role offers a... ...salary of $50-60K, unlimited PTO, and a fully remote work environment. #J-18808-Ljbffr Hawthorn...Remote jobCRM- Remote Jobs is hiring a Client Success Specialist II to enhance client relationships and foster revenue growth. This role requires 3-5 years of experience in... ...inquiries. Strong communication skills and proficiency in CRM software like Salesforce are mandatory. This is a...Remote workCRM
- Talent Acquisition Specialist / Interpreter Onboarding Universal Language Service is seeking... ...solutions, offering remote and onsite options such as... ...and greet interpreters or clients that visit our main offices... ...experience in Salesforce CRM Knowledge or prior use of...Remote workCRMFull timeContract workFor contractorsWork at officeFlexible hours
- Datavant is seeking a Client Success Manager in Austin, Texas to manage a portfolio of customers in the legal and insurance sectors. This... ...communication. A solid understanding of Salesforce and CRM practices is essential for this position. #J-18808-Ljbffr DatavantRemote jobCRM
$70k - $80k
...Client Onboarding Specialist Location: New York, NY (On-site) Salary: $70,000–$80,000 About the Opportunity A growing SaaS organization is seeking... ...accurate client records and implementation documentation within CRM and project management systems. Gather customer feedback...CRMContract work- ...Representative who will play a key role in managing client relationships and ensuring customer... ...includes 2 days in the office and 3 days remote. You will provide service via email, live... ...in customer service and familiarity with CRM tools such as Hubspot or Salesforce. Attention...Remote workCRMWork at office
$150k
...Title: Client Services Manager Location: McLean,VA Employment Type: Full... ...wealth management and proficiency in generic CRM and financial platforms are essential.... ...about our benefits offerings here Onboarding Expectations: Learn more about our...Remote workCRMFull timeWork at office$50k - $55k
...opportunities to grow. We’re looking for a Client Success Specialist who thrives on helping clients become... ...is highly preferred. Salesforce or CRM experience is a plus Bachelor’s degree... ...Tues‑Thu: In office Mon & Fri: Remote Regular schedule: 9:00 AM – 6:00 PM or...Remote workCRMWork at officeWork from home2 days per week- ...you will be the first point of contact for corporate clients and provide guidance through the onboarding process. Responsibilities include conducting onboarding... ...emails, and ensuring accurate data entry in the CRM. A high school diploma and professional phone skills...CRM
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Onboarding & CRM Specialist. Be the first to apply!
- part time customer representative Chicago, IL
- remote customer service advisor Chicago, IL
- client service representative Chicago, IL
- bilingual customer service representative spanish english Chicago, IL
- technical customer service advisor Chicago, IL
- insurance customer service advisor Chicago, IL
- bilingual customer support specialist Chicago, IL
- online customer service assistant Chicago, IL
- client solutions specialist Chicago, IL
- customer service associate Chicago, IL

