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

$75k - $90k

CyberCoders

Chicago, IL
  • Remote job

Job Overview 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. It integrates with leading FinTech brands and general tools like Google and Outlook, enabling customers to manage book of business, streamline workflow, and grow practice. We are a Series B funded, remote‑first company with 150 employees, operating since 2012. Qualifications B2B SaaS Onboarding and implementation Experience in financial services or working with financial advisors is a big plus, but not required! Responsibilities 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 Benefits $75-$90k Base + Benefits, 401k, PTO Vacation/PTO Medical Dental Vision Bonus 401k Colorado employees will receive paid sick leave. #J-18808-Ljbffr CyberCoders

Vacancy posted 1 day ago
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