Client Onboarding Specialist
Virtual Vocations Inc
Owning the end-to-end onboarding experience for new clients, the full-time remote Client Onboarding & Implementation Specialist will manage project timelines, assess client CRM environments, and translate technical requirements for the engineering team while building strong relationships with stakeholders. Key responsibilities Lead client onboarding from pre-kickoff through launch, managing timelines and stakeholder communication Build and maintain project plans, track milestones, and ensure alignment among internal teams Translate client requirements into clear technical specifications for engineering and client technical contacts Required qualifications 5 to 6 years of experience in implementation, onboarding, customer success, or technical project management, preferably in a SaaS or tech environment Working knowledge of CRM architecture and experience with multiple CRM platforms Able to discuss API-based integrations with both technical and non-technical stakeholders Strong project management skills with the ability to manage multiple concurrent onboardings Proficiency with Google Workspace, Confluence, and project management tools like Zoho Projects
$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shift- ...A financial technology firm in New York is seeking a Client Implementation Specialist to lead the onboarding process for a high-touch client base, focusing on family offices and high-net-worth individuals. The ideal candidate will excel in building relationships, managing...Suggested
- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The primary responsibilities of this position are: Supporting the client onboarding process by coordinating the key steps to...Suggested
- ...eligible for a hybrid schedule after successful completion of the probationary period. JOB OVERVIEW The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client...SuggestedWork at office
$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 an experienced Client Onboarding Specialist to deliver an exceptional onboarding experience for new customers...SuggestedContract work$100k - $130k
...About this role We are seeking a highly organized, detail‑oriented Wealth Client Onboarding Specialist for our Wealth Advisors Division to deliver a seamless and professional client onboarding experience. This role is responsible for coordinating all aspects of new client...Work at office- ...About the Client Onboarding Specialist Position Beck Technology is looking for Client Onboarding Specialists to join our Customer Success team! A Client Onboarding Specialist partners with new DESTINI customers to execute a pre-packaged onboarding plan and deliver world...Full timeRemote workWork visaFlexible hours
$60k - $65k
...Client Onboarding Specialist Denver, Colorado Job Summary We are currently seeking a Client Onboarding Specialist to join our team in our Denver, CO office. This role offers an exciting opportunity to be part of a dynamic and growing firm. In this role, you will be responsible...Summer workWork at officeRemote workFlexible hours$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...Contract workWork from homeWorldwide- ...growing global team is currently distributed between our offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer Success. The Onboarding Specialist is the client's first stop post-sale and...
$48 - $50 per hour
...based on your skills and experience — talk with your recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales &...Contract work$50.3k - $69.13k
...Client Onboarding Specialist As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process from start to...16 hoursTemporary workCasual workWork at officeLocal areaRemote workWork from homeWork visa- ...into the home services sector. We pride ourselves on being a client-first agency, helping businesses stand out online and... ...creativity and strategy combine to drive success. As a Client Onboarding Specialist, you will collaborate with our clients to ensure a seamless...Work at officeLocal areaRemote work
- ...commutable distance to Nashville, TN We are seeking a technical Onboarding Specialist to assist in the implementation of push provisioning,... ...working across multiple internal and external partners and clients, can interpret semi-technical documentation, and is capable...Temporary workWork at officeWork visa
- ...Client Onboarding Specialist Location: Onsite/Hybrid Pay: $23/hr W2 Duration: 6 Months Job Description: We are seeking a Client Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This role is an exciting opportunity for a motivated and...
$60k - $65k
...presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned... ...’s future. Job Summary We are currently seeking a Client Onboarding Specialist to join our team in our Denver, CO office. This role offers...Summer workWork at officeLocal areaRemote workFlexible hours- ...Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales team...
- ...Position Summary The Client Onboarding Specialist is responsible for ensuring a smooth and professional transition for new clients joining our agency. This role serves as the primary point of contact during the onboarding process, gathering information, processing applications...Work at office
- ...Job Summary We are seeking a detail-oriented Client Onboarding Specialist to support and enhance operational accuracy and consistency across our organization. This role is responsible for overseeing quality processes, managing offshore teams, ensuring data integrity,...Work experience placement
- ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Onboarding Specialist Full Time Wake Forest, NC, US 1 Attachment 3 days ago Requisition ID: 1042 Summary This position will be responsible for...Full timeCasual workWork at officeLocal areaNight shiftAfternoon shift
- ...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
- ...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
- ...reputable financial company is seeking a Bookkeeping Relations 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...Remote work
- ...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...Remote workWork from home
$62.91k - $75.49k
...ECRI is seeking a Client Success Specialist at its Plymouth Meeting, PA headquarters. The role involves managing inbound sales inquiries, supporting the sales funnel, and collaborating across teams to enhance client satisfaction. This position requires a Bachelor’s degree...Remote work- ...A leading 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...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
$60k
...reputable financial services 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...Remote workFlexible hours- ...Journey with Haylee is seeking detail-oriented individuals for a fully remote support role. You will help clients by coordinating plans and managing logistics, ensuring smooth experiences from start to finish. This position offers flexibility and independence, with...Remote work
- ...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
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