WFH - Client Onboarding Specialist
Virtualite Business Process Outsourcing Services
About VirtualiteVirtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We drive growth by improving efficiency, productivity, and scalability—allowing clients to focus on what matters most. In this role: Manage and grow a portfolio of client accounts Identify upsell, cross-sell, and service expansion opportunities Conduct consultative conversations to uncover evolving client needs Present additional service solutions aligned with client goals Maintain accurate account notes, forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking for: Experience in account management, client growth, or sales roles is a plus but not required Strong relationship-building and consultative selling skills Comfortable working independently in a remote environment Organized, detail-oriented, and goal-driven Strong written and verbal communication skills Experience in BPO, SaaS, or professional services preferred What we offer: Competitive compensation with performance-based incentives Fully remote, work-from-home flexibility Benefits including medical, dental, vision, 401k, and paid time off Opportunities for career growth and advancement Ongoing training and leadership support Collaborative, client-focused team culture #J-18808-Ljbffr Virtualite Business Process Outsourcing Services
- ...organizations streamline operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with leads and qualified prospect, finalize service selections, and...Work from homeRemote work
- ...Customer Onboarding Specialist The Customer Onboarding Specialist will lay the foundation for customer success! Implement strategies and processes... ..., Social, and Financial Health ~ Paid Parental Leave ~ Adoption Assistance ~ WFH (We are a fully remote team!)...Work from homeRemote workFlexible hours
- AO Garcia Agency is seeking team members for a remote position focused on helping families understand and set up protection options. The role offers flexible hours, mentorship, and clear expectations within a supportive environment. As part of the team, you will work from...Work from homeRemote jobFlexible 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...Work from homeRemote job
- ...based role with a calendar you control, full-time or part-time options. You will run video meetings, nurture warm leads, and build a client book. The company supplies the process and coaching; you provide the work ethic and drive. This setup rewards initiative, clear...Work from homeRemote jobFull timePart timeFlexible hours
$85k - $120k
...Client Intake Specialist Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment... ...Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and...Work from homeContract workWork at officeLocal areaWorldwide- ...Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with mentorship and provided tools. You’ll present to clients via web sessions, work from a home...Work from homeRemote workHome office
- ...oriented, relationship-driven environment. Complete training, inbound client interest, and ongoing mentorship make it possible to build a... ...contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process. #J-18808-Ljbffr AILWork from homeHourly payWeekly payFor contractorsRemote workFlexible hours
- ...oriented, relationship-driven environment. Complete training, inbound client interest, and ongoing mentorship make it possible to build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Work from homeHourly payWeekly payFull timeFor contractorsRemote workFlexible hours
- ...focused, service-driven environment. With full training, inbound client leads, and an established mentorship program, you can build a... ...compensation, and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process....Work from homeHourly payWeekly payFull timeFor contractorsCurrently hiringRemote workFlexible hours
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Work from homeRemote jobFlexible hours
- ...Economics. ideally 3+ years of relevant experience, preferably working in financial services, compliance, or law. ability to analyze client information and documentation to facilitate account opening. exceptional written and verbal communication. knowledge of...
- ...Total Fire Protection in the United States is seeking an onboarding specialist to guide new clients through the onboarding process, coordinating next steps and ensuring records are complete. You will collect and review client information, establish and update records...Remote work
- ...Serving as the primary point of contact for new clients, the full-time Client Onboarding Specialist will manage the onboarding process, coordinate with multiple teams, and ensure service readiness in a remote work environment. Key Responsibilities Conduct kickoff meetings...Full timeRemote work
- ...Job Description Job Description CLIENT ONBOARDING ENGINEER Location: Nashville, In Office Operations / Project Services Reports to VP of Operations Full-Time, Exempt POSITION DESCRIPTION The Client Onboarding Engineer owns the new-client experience...Full timeFor contractorsWork at officeRemote work
- ...Partner Company seeks a customer success specialist to onboard new clients and serve as their main point of contact. This fully remote role supports a fitness and wellness platform with a high-energy environment. You will collaborate with internal teams to resolve client...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 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
- ..., and measured on activity and results. The work includes taking conversations, explaining benefit options clearly, and helping clients enroll when it is a fit. You will keep a clean follow-up rhythm, be coached by experienced peers, and have a path into leadership if...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
- ...Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule...Remote workFlexible hours
- ...account management professional to nurture a growing portfolio of client relationships. You will conduct consultative conversations,... ...independent work, strong communication, and collaboration with onboarding and operations to ensure client success and growth across BPO,...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 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
$46.55k - $67.1k
...it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for our...Summer workRemote work- ...Grand Valley State University (GVSU) invites applications for a temporary Centralized Client Onboarding Specialist role with the Michigan SBDC. This remote, part-time position supports a statewide onboarding process, logging data in Salesforce, coordinating with consultants...Temporary workPart timeRemote work
$21 per hour
...feel as empowered as our entrepreneurs to make an impact on our clients and their careers. Our Values Adaptability: Change isn't scary.... ...to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home...Work from homeRemote workHome officeFlexible hours- ...service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a... ..., and contractor terms may vary by state and will be reviewed with candidates during the hiring and onboarding process. #J-18808-LjbffrHourly payWeekly payFor contractorsRemote workFlexible hours
- ...Client Onboarding Specialist Sinclair is seeking a Client Onboarding Specialist to join our team in Hunt Valley, MD! Responsibilities Include: Support internal and external stakeholders during the onboarding of new client partnerships with our signature white glove service...Immediate startRemote work
- ...process during some of the most challenging periods of their lives. The first conversation a potential client has with our firm matters—and as a Client Onboarding Specialist, you'll play a critical role in making that experience welcoming, informative, and supportive....Full timeWork at officeRemote workMonday to Friday
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