Client Onboarding Specialist
Upfluence
About Upfluence Upfluence helps brands tell their story with powerful influencer & content marketing technology. Upfluence’s software allows brands and agencies to identify and contact millions of social influencers and bloggers at scale to execute comprehensive influencer marketing campaigns, as well as provide detailed reporting metrics. Since the launch of our SaaS software in October 2016, the company has yielded a monthly double-digit growth rate, and we are therefore seeking further expansion for our team and offices. Our rapidly 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 provides an excellent onboarding experience to optimize client retention and maximize engagement and tool utilization. You will make sure the client is able to launch their first campaign from start to finish, giving them a full sense of the Upfluence platform's value and reach. Main goals Make software onboarding a powerful lever for software retention Help your clients hit adoption targets within their first 30 and 90 days Monitor your clients' software usage and activity during the onboarding phase Oversee handover with the Customer Success team Responsibilities As a Software Expert Be Upfluence's software expert, guiding clients seamlessly through their first steps on the platform Own the client's software adoption, including integrations and features Own the rollout of AI features to your client base, positioning yourself as their go-to resource for getting the most out of the platform Learn and test every new software update Report software bugs or anomalies to the Support team As a Great Campaign Strategist Qualify the client's objectives and priorities regarding influencer marketing and software usage Create campaign materials (campaign brief, emails) and set up the client's campaign workflow on the platform Monitor client software activity during the onboarding phase Be the client's best ally and guide for their influencer marketing efforts Stay at the edge of influencer marketing trends and best practices What we have to offer Comprehensive compensation package Medical, Dental, Vision & Disability Insurance Commuter benefits and additional employee perks A diverse and international team Generous PTO & Company holidays An entrepreneurial environment with room for growth Upfluence is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. *Advertised base salary does not include a variable compensation component. #J-18808-Ljbffr
$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...SuggestedContract workWork from homeWorldwide$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- ...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
$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 &...SuggestedContract work- ...processes in the Banking, Credit, and Investments platform. This role requires collaboration with sales teams, ensuring a seamless client experience through effective communication and teamwork. Ideal candidates should have 5-8 years of experience in wealth management...Suggested
- ...SeatGeek is seeking a Client Services Specialist to deliver exceptional service and operational support to its Enterprise clients. The role starts with implementing onboarding projects and evolves into ongoing client operations and success. You will partner with clients...Remote work
- ...Grasshopper Bank is seeking a Client Services specialist who will be the face of the bank, guiding clients through onboarding, account opening, and ongoing management. The role emphasizes collaboration with Banking, Operations, Technology, and Risk teams to ensure smooth...Remote work
- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding...Remote work
- SeatGeek in New York is hiring a Client Services Specialist who will provide operational support and unique client experiences. This role emphasizes both onboarding initiatives and ongoing operational success, assisting clients with product configuration and project delivery...Flexible hours
- ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of...
- McKesson, a Fortune 10 health care leader, seeks a Client Management Specialist to support onboarding, operational readiness, and go‑live stabilization within the Medically Integrated Dispensing program. This role partners with Business Development, Implementation, Operations...Remote work
- ...MeridianLink is seeking an Implementation Analyst to own the end-to-end deployment lifecycle for client deployments across MeridianLink’s software solutions. You will educate clients on advanced platform capabilities, drive adoption, and translate feedback into actionable...
- ...AlphaSense, located in New York, is seeking an Accounts Receivable Client Onboarding and Customer Specialist. You will be the main contact point for billing and collections inquiries, ensuring strict adherence to SLA standards while fostering strong client relationships...Remote work
- Apex Group Ltd (UK Branch) is seeking a Client Onboarding Specialist to manage end‑to‑end onboarding of new clients from Sales handoff to BAU operations. You will coordinate account openings, document reviews, legal agreements, and system set‑ups while collaborating with...
- Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding. The role involves managing client support tickets, performing system configuration, and ensuring quality assurance...
$55k - $75k
Finch Legal is hiring an Intake Specialist to provide exceptional client experiences. The role demands quick trust-building through effective communication, guiding clients through the intake process, and accurately passing cases to legal teams. Ideal candidates should...Flexible hours- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
- Goldman Sachs is seeking a candidate for their Equity Operations team in New York. This role focuses on the onboarding of new clients trading FICC and Equity products, requiring strong technical skills and teamwork. Responsibilities include coordinating client onboarding...
$98.96k - $148.44k
...their Banking, Credit and Investments platform in New York. This role is responsible for improving processes and ensuring a superior client experience by collaborating with various internal teams. Candidates should have 5-8 years of experience in financial services, a...Full time- Citi is seeking a Client Onboarding Intermediate Analyst to manage account opening processes and ensure compliance with KYC and AML regulations. The role emphasizes service quality and operational efficiency in onboarding retail banking customers. The ideal candidate would...
- Citi is seeking a Client Onboard Analyst in New York to manage customer interactions and documentation for account openings. The ideal candidate will have up to 2 years of experience with documentation review and account maintenance, strong communication skills, and proficiency...Work at office
- Accounts Receivable Client Onboarding And Customer Specialist Remote - India Summary Reporting to the Billing & Collections Manager, the primary account manager will serve as the main point of contact for a range of accounts receivable (AR) tasks. Responsibilities include...Contract workWork at officeLocal areaImmediate startRemote workFlexible hoursShift work
- A global financial services firm is seeking an Associate to drive client onboarding across the US market. The ideal candidate will have a strong background in client services, excellent communication skills, and a proactive approach to resolving onboarding challenges. Responsibilities...Full time
- Citi is hiring a Client Onboarding Analyst - Officer in New York, NY. The role involves overseeing client data management, ensuring compliance with guidelines, and contributing to various project initiatives. The ideal candidate will have up to 2 years of experience in...
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...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
- ...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...Remote workWork from homeFlexible hours
- ...Rising Ground is seeking an HR-People & Talent Associate in New York, NY to support full-cycle recruitment and onboarding across departments. The role emphasizes candidate sourcing, interviewing, and coordination with program leaders to ensure staffing aligns with agency...
- 6AM City, LLC in New Jersey is seeking a recruiter/onboarding specialist to assist with hiring, interview scheduling, and detailed background checks. You will process employment documents and ensure our hiring procedures comply with labor laws, delivering a warm onboarding...Full time
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