Remote Customer Onboarding Consultant
BuzzTech Media
- Remote job
Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions company helping businesses and professionals work more efficiently through high-quality virtual assistance and digital support services. We are seeking client‑focused Customer Onboarding Consultants to join our growing sales team. You’ll serve as a trusted point of contact during onboarding – setting expectations, coordinating next steps, and ensuring each client is satisfied with the value of our services. Key Responsibilities Welcome new clients and guide them through the onboarding process Conduct virtual onboarding calls to understand client needs, goals, and workflows Coordinate with internal teams to ensure accurate setup and timely service Track onboarding progress and maintain detailed records in CRM systems Address questions or concerns and escalation issues when needed Ensure a smooth transition from onboarding to ongoing account support What We’re Looking For Experience in customer onboarding, client services, or sales is preferred but not required Strong communication and relationship‑building skills Highly organized with excellent follow‑up and attention to detail Comfortable working in a fully remote, fast‑paced environment Tech‑savvy with the ability to learn new tools and processes quickly Professional, positive, and solution‑oriented mindset What We Offer Competitive base salary plus performance‑based bonuses Benefits including medical, dental, 401(k), and paid time off Fully remote position with structured support Collaborative and growth‑oriented team culture #J-18808-Ljbffr BuzzTech Media
- ...Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions company helping businesses and professionals work more efficiently through high-quality virtual assistance and digital support services. We are seeking client‑focused Customer Onboarding...Remote work
$17 - $18 per hour
TruTech, LLC is seeking a Customer Care Specialist to join their team in Marietta, Georgia. Your primary objective will... ...approach. This hybrid role offers in-office training and remote work flexibility after onboarding. We provide a competitive pay rate of $17-$18/hour,...Remote jobWork at office- ...A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates...Remote workWork from home
- ...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...Remote workWork from home
$65k - $95k
...Turvo is seeking a Customer Onboarding Associate to engage and retain customers, providing training and onboarding on their platform. The ideal... ...and addressing challenges as they arise. This role is fully remote, with a compensation range of $65,000 to $95,000 base salary...Remote work$60k - $70k
...A public engagement technology company is seeking a Customer Success Specialist to join its remote team in the United States. The role involves onboarding customers, maintaining relationships, and acting as a trusted contact throughout the customer journey. Ideal candidates...Remote work- ...A dynamic financial services company is seeking a Bookkeeping Relations Specialist to lead client onboarding and provide exceptional support. This remote role requires 3+ years of client service experience and 1-3 years of bookkeeping knowledge. The successful candidate...Remote work
- ...Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices, and managing communications. The ideal candidate should have strong...Remote work
- ...financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3+ years of...Remote work
- ...An educational technology company is seeking a Customer Success Specialist to manage customer onboarding and ensure successful adoption of their programs. This remote role involves delivering professional development training and building strong relationships with educators...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
- ...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 communications. Successful candidates will have...Remote work
$60k
...A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote work- A remote service company is seeking motivated individuals for a client support role where you will connect with clients seeking information... ...without prior experience. You'll guide clients through onboarding and assist them with ongoing support in a communicative environment...Remote workFlexible hours
- ...digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work with... ...client conversations Self-motivated and effective in a remote work environment What we offer Competitive compensation with...Remote workWork from home
- ...Customer Support & Onboarding Specialist The Customer Support & Onboarding Specialist is responsible for accompanying clients during their implementation... ...Experience creating training material Familiarity with remote collaboration tools Basic knowledge of usage analysis...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 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
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification... ...experience. Strong knowledge of cryptocurrency and customer service experience are essential. This role is remote...Remote workFixed term contractWeekend workAfternoon shift
$60k
...A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact... ...for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote workFlexible hours$60k
...company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting practices. Candidates should...Remote workFlexible hours- ...services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates should have at least...Remote work
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- ...A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication...Remote work
- ...established financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote position. In this role, you will guide clients through onboarding and assist them in understanding our accounting services. You should have at least 3 years of client...Remote work
- ...A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote work
- A customer service provider is seeking a Call Center Agent in Phoenix, AZ. The role involves handling inbound calls related... ...or banking. The position offers flexible scheduling and remote work after initial onboarding. Candidates must reside within 1 hour of Phoenix or...Remote jobFlexible hours
$50k
...Commonwealth Joe LLC in New York is seeking a Customer Success Associate to provide top-notch support to corporate and hospitality customers. This role involves onboarding new accounts, resolving issues, and ensuring customer satisfaction through proactive outreach. The...Remote workFull time$25 - $30 per hour
...CA / Newark, DE (4 days in office, 1 day remote each week) Key Responsibilities Review... ...years of experience in account opening, onboarding, or client services (banking preferred).... ...attention to detail, organizational skills, and customer service orientation. Self‑starter; able...Remote workContract workWork at office1 day per week
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