Customer Service & Onboarding Representative
WOW Remote Teams
Customer Service & Onboarding Representative Our client is looking for a Customer Service & Onboarding Representative to join their fully remote team. They operate in the digital marketing and consulting space, supporting growing businesses with data-driven systems, and have experienced strong expansion and industry recognition over the past few years. This role is ideal for someone who thrives in a fast-paced environment, enjoys client interaction, and brings both structure and positivity to every process. The right candidate is proactive, detail-oriented, and confident managing onboarding workflows while delivering an excellent customer experience. Responsibilities Manage client onboarding from kickoff through successful implementation Communicate clearly with clients via email, messaging platforms, and virtual meetings Coordinate internal workflows and task tracking using project management tools Ensure all onboarding steps are completed accurately and on time Support customer service inquiries and provide timely, professional responses Monitor campaign or implementation data and report on progress when required Collaborate with internal team members to ensure smooth delivery Identify issues proactively and propose solutions before they elevate Maintain organized documentation inside CRM and project management systems Requirements Advanced English proficiency, both written and spoken Strong organizational and time management skills Proactive mindset with the ability to work independently Data-driven approach to tracking progress and measuring results High attention to detail Ability to ask clarifying questions when needed Qualifications Experience in customer service, onboarding, account coordination, or similar client-facing roles Familiarity with CRM and project management tools Experience supporting digital marketing or online business environments is a plus Comfortable handling multiple client accounts simultaneously Strong problem-solving skills and self-sufficiency 100% remote work environment Opportunity to grow within a fast-scaling digital consulting company Exposure to digital marketing operations and performance-based systems Collaborative and supportive team culture #J-18808-Ljbffr WOW Remote Teams
$70k - $90k
...We're looking for a Customer Onboarding Associate to join Ply's Customer Success team and help new customers get up and running on the platform... .... About Ply Ply builds software that helps home service contractors run better businesses — starting with inventory...SuggestedFor contractorsWork experience placementInternshipImmediate startWork from homeFlexible hours- ...opening accounts for Brokerage, FX, and RIA, reviewing client onboarding documentation, and ensuring accuracy in client data entry. Candidates... ...and time management skills, as well as a client service focus. The company promotes diversity and is committed to an inclusive...Suggested
$1,120 - $1,600 per month
Bamboo Works is looking for a Client Onboarding and Product Support Specialist to provide technical support and onboarding services to new clients using their AI-powered platform. You'll be monitoring campaign performance, troubleshooting client issues, and ensuring a...SuggestedRemote job$120k - $150k
...York City, is seeking a Product Support Specialist to enhance the customer experience throughout their journey with AccessFlow. The role requires strong technical skills, including customer onboarding, troubleshooting, and knowledge of web accessibility standards. You...Suggested- ...diligence KYC reviews for new and existing customers • Escalate any unusual transaction... ...Understanding of Investment Bank products and services • Report as needed to regional control... ...You'll be working with the Client Onboarding KYC team. The team is front office and client...SuggestedFlexible hours
$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 job$46.84k - $55.1k
...! At Ting Internet, our focus is on the customer experience. This starts and ends with our... ...inquire about our fast fiber internet services, seeking information on service benefits... ...successful orders and ensuring a smooth onboarding process that results in a happy and loyal...Hourly payPermanent employmentContract workFixed term contractWork experience placementRemote work- Remote Customer Onboarding Consultant About This Role BuzzTechMedia is a digital solutions company helping businesses and professionals work... ...through high-quality virtual assistance and digital support services. We are seeking client‑focused Customer Onboarding Consultants...Remote job
- 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 job
- ...tech firm in New York is seeking a Client Success Manager to manage a portfolio of SMB clients post-sale. This role involves client onboarding, product enablement, and driving engagement and satisfaction. The ideal candidate has 2+ years of relevant experience in a legal...
$50k
Commonwealth Joe Coffee Roasters is seeking a Customer Success Associate to manage customer... ...handling phone and email support, onboarding new corporate clients, and collaborating... ..., and Accounting to provide outstanding service. The ideal candidate should possess excellent...Remote jobFull time- About Virtualite VirtualiteBusiness Process Outsourcing Services helps entrepreneurs and organizations streamline operations through... ...and close new client agreements Guide new clients through the onboarding and activation process Address objections and ensure a smooth...Remote workWork from home
- ...States is seeking a Member of Sales Support to enhance client onboarding processes and collaborate with multiple teams. This role requires... ...with client relations and a background in the financial services industry. The company values a diverse workplace and is committed...
- The Strategic Implementer is hiring a full-time Remote Operations / Client Service Associate to manage daily client service requests, oversee client onboarding, and develop internal processes while working from home. This role requires strong interpersonal skills, the...Remote jobFull timeWork from home
- Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume merchant accounts. This fast-paced role requires 4+ years of client onboarding experience and expertise in Salesforce. You will ensure accuracy in applications, coordinate...Work from home
- Adaptive Security in New York, NY is seeking a Customer Success Associate to join their growing team. In this foundational role, you will shape customer onboarding and support processes while acting as the first line of defense for clients. You will partner with leadership...
- ...client is seeking a Healthcare Client Onboarding Specialist to support client onboarding... ...appointments, and helping individuals navigate services in a supportive and professional manner.... ...~2+ years of experience in customer service, sales, or client-facing roles (...Permanent employmentRemote work
$80k
...partner is a Series A identity infrastructure startup building the platform fintechs use to verify users and reduce fraud during onboarding . The team is lean (~19 people), NYC-centric, and scaling go-to-market quickly. The Opportunity This is a high-ownership...InternshipWork at officeVisa sponsorshipWork visa- ...data and AI-driven insights allowing our customers to plan, optimize, and measure... ...search. Our teams are supported by strong onboarding, ongoing enablement, and clearly defined... ...portfolio. Sales Development Representatives are responsible for sourcing, qualifying...
- ...York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family... ...multiple workflows independently, and delivering exceptional service. This role is crucial for client success and requires a self-starter...
- Department / Team Purpose The Client Onboarding team sits within the Operations department... ...facing onboarding within the financial services or fintech sector, with deep expertise... ...are committed to building a team that represents a variety of backgrounds, perspectives,...
- 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 job
- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full... ...attention to detail. The ideal candidate should possess customer-facing experience and be self-motivated. The position offers competitive...Remote jobFull time
$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of...$65k - $85k
MPCH is seeking a Customer Success Specialist to support customers through their lifecycle, focusing on onboarding, account support, and renewals. This fully remote position operates on an 8am - 5pm EST schedule. In this role, you will manage customer onboarding, handle...Remote job- Franklin Templeton Investments is seeking a Client Onboarding Associate to enhance our Client Services team in New York, NY. The role demands excellent client service skills to deliver smooth onboarding for new clients. The ideal candidate will have a background in financial...
$78.32k - $109.28k
A global financial services firm in New York seeks a professional for a Client Onboarding role. The ideal candidate will have 2-5 years of relevant experience and strong analytical and interpersonal skills. Responsibilities include client onboarding, risk assessment, and...$48 - $50 per hour
...learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key... ...Contract Job function Finance and Consulting Industries Banking, Financial Services, and Investment Banking #J-18808-Ljbffr MindlanceContract work- UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement... ...appointments, and helping clients navigate services in a professional manner. The ideal candidate will have 2+ years in customer service or sales, strong communication...Remote job
$95k - $125k
...New York, NY, seeks an experienced Client Onboarding professional. You will lead client... ...excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client services, particularly within financial institutions...Flexible hours
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