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
- ...A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication...Suggested
- ...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 work$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- ...Virtual Sales & Client Onboarding Representative About the Role: Nuvant is hiring Virtual Sales & Client Onboarding Representatives to help new... ...ll serve as a key first point of contact to introduce our services and guiding clients toward the next step. Core...Suggested
- ...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
$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$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 work
- ...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
- ...Metaview seeks a Customer Success Associate located on the West Coast to enhance customer experience and drive retention. The role involves delivering onboarding support and driving feature adoption through data-driven outreach. Ideal candidates will have 2+ years in...
- ...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
- ...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...Full timeRemote workWork from home
- ...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
$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 work- ...About Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations streamline operations through... ...forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking...Remote workWork from home
- ...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...
- ...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...
$27k - $30k
...Customer Onboarding Specialist As a Customer Onboarding Specialist you will be the first to welcome a newly‑signed partner to the Owner platform. Strong communication skills are a must to ensure alignment on expectations so that the restaurant has the highest quality mobile...Local areaImmediate startRemote work- ...United States is looking for a dedicated Client Support Specialist. This role combines high-quality customer service with platform training to ensure successful client onboarding and ongoing support. The ideal candidate will have 1-3 years of experience in customer support,...
- ...company in New York City is seeking a Client Implementation Specialist. The role involves guiding enterprise clients through complex onboarding processes and ensuring their long-term success on our platform. Ideal candidates will have over 3 years of experience in project...Full time
$48k
...Accelerated Automation is hiring a Customer Success Specialist to join their growing team. This full-time remote position requires a... ...oriented, and comfortable with technology. You will manage client onboarding, address basic tech issues, and be instrumental in enhancing...Base plus commissionFull timeRemote workFlexible hours$65k - $80k
...Oakwell Private Wealth Management LLC is looking for a Fully Remote Client Service Onboarding Specialist to enhance client relationships through comprehensive financial planning. This remote role requires at least 3 years of experience in wealth management and offers...Remote work$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...- ...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...Remote work
- ...point of contact for clients exploring financial solutions. You will help clients understand their needs and guide them in selecting services. Ideal candidates will possess strong communication and organizational skills, with a preference for those with some client...Remote workFlexible hours
- ...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...Full timeRemote work
- ...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...Flexible hours
- ...Stretto is seeking a Client Onboarding Associate for Treasury and Cash Management in the United States. This role requires excellent communication skills and the ability to manage multiple client requests efficiently. Responsibilities include coordinating onboarding workflows...
- ...star rating on Glassdoor. What You’ll Do: At SambaSafety, our Customer Onboarding Team is dedicated to empowering our customers with the... ...years of experience in SaaS customer implementation/customer service interface. Project Management: Basic understanding of project...Flexible hours
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