Client Onboarding & Sales Enablement Specialist
Anchorage
A leading digital asset platform in the United States is seeking a Member of Sales Support to enhance client onboarding processes and collaborate with multiple teams. This role requires strong CRM skills and exceptional communication abilities. Ideal candidates will have experience with client relations and a background in the financial services industry. The company values a diverse workplace and is committed to inclusivity, making it a great place for professional growth. #J-18808-Ljbffr Anchorage
- ...process management. We are currently seekingsales &client onboardingspecialiststo join our growing sales team.You’llwork with leads and qualifiedprospect,finalizeservice... ...client agreements Guide new clients through the onboarding and activation process Address objections and...SuggestedRemote workWork from home
$77k - $95k
Responsibilities Client Integration Enablement & Execution Serve as the primary client-facing integration lead , guiding partners through onboarding, implementation, and activation. Support integration discovery, requirements alignment, and workflow design discussions...SuggestedFull timeLocal areaFlexible hours- Department / Team Purpose The Client Onboarding team sits within the... ...platform. By partnering with our Sales and Account Management teams... ...a senior Client Onboarding Specialist, you will lead the delivery... ...framework. Product & Integration Enablement - Support the development of...Suggested
- The Client Service Associate partners with associates across Global... ...focuses on supporting the onboarding of new client accounts, delivering... ...programs, non-annual sales incentive plans, or other non... ...focused skills and AI tools that enable us to advance our mission. Together...SuggestedWork at office
$50k - $60k
...enthusiastic, and results-driven sales professional. Does that... ...lasting impression on prospective clients, leaving them eager to work with... ...clients to the legal team • Onboard new clients, complete file opening... ...obstacles that have enabled you to show empathy to others...SuggestedRemote workWork from homeFlexible hours- A leading identity verification company is seeking a Solution Consultant, Post-Sales to assist with client onboarding and ensure successful implementation of its platform. The ideal candidate has 2-4+ years in solution consulting and is comfortable with APIs and technical...
$68k - $106k
...Addepar unifies portfolio, market and client data in a total portfolio view and... ...seeking a creative, organized, and sales‑focused Enablement Specialist with strong technical skills and a passion... ...content and guided programs for onboarding, training, and sales acceleration....H1bWorldwideVisa sponsorshipWork visa$120k - $150k
...in credit markets. It gives clients secure access to confidential... ...one. You'll build and run our onboarding and support model from the ground... ...Work closely with sales, product, engineering, and data... ...that building diverse teams enables a more creative and productive...Summer workLocal areaWorldwideFlexible hours- ...team at UBS and will be responsible for gathering and analyzing client KYC information within the Investment Bank. The role will... ...of a team Your team You'll be working with the Client Onboarding KYC team. The team is front office and client-facing and you will...Flexible hours
- Title Client Operations Onboarding Manager Reports to Director of Client Operations... ...team of client onboarding specialists (3-5 direct reports) Own... ...configuration) Partner with Sales and Client Success to... ...optimize their financial health, enabling them to keep more, save...Work at officeLocal areaRemote workShift work
- Mars United Commerce is seeking a Manager, Solutions Enablement in New York, NY. You will be the main contact for internal and external clients, responsible for onboarding and ensuring clients effectively utilize our technical solutions. With a Bachelor’s degree and at...Flexible hours
- Beam Benefits is seeking a Senior Client Success Manager for Central/Mountain/Pacific Time Zones. This role focuses on enhancing the... ...ensuring high satisfaction levels. You will lead initiatives like onboarding new groups and own the renewal process by driving participation...
$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...Remote job- ...A great UHY client is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This role is highly client-facing... ...Requirements ~2+ years of experience in customer service, sales, or client-facing roles (healthcare preferred) ~...Permanent employmentRemote 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 of...$48 - $50 per hour
...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 & Trading, Capital Markets, Global Markets) from initiation...Contract work$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...- 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...
- ...productivity, and scalability—allowing clients to focus on what matters most. In this... ...pipeline in CRM tools Collaborate with onboarding and operations teams to support client success... ...account management, client growth, or sales roles is a plus but not required Strong...Remote workWork from home
- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
- Client Onboarding Specialist Apply (opens in new window) Job Req Id: 26964713 Location(s): Kuala Lumpur, Kuala Lumpur, Malaysia Job Type: Hybrid... ...excellent” rating in scheduled quality reviews. Co-ordinate Sales, Product Management, Client Services and Operations...Full time
- 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 them...Remote job
- 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...
- 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...
- UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal...Remote job
- UHY-US is seeking a Healthcare Client Onboarding Specialist to support client onboarding and engagement efforts. This remote role focuses on managing... ...ideal candidate will have 2+ years in customer service or sales, strong communication abilities, and experience with CRM...Remote job
$150k - $190k
...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical... ...connectivity, and platform configuration. Partner with Sales, Account Management, Engineering, and external...Full timeWork at officeRemote workAfternoon shift$95k - $125k
Nomura Holdings, Inc. in New York, NY, seeks an experienced Client Onboarding professional. You will lead client onboarding processes, ensuring excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client...Flexible hours- A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role involves a high call volume and requires strong attention to detail. The ideal candidate should possess customer-facing experience...Remote jobFull time
$35 - $50 per hour
Title: Client Success Lead Job Type: Contract Contract Length: TBD Pay Range: $35-50/hr Target Start Date: ASAP Location: Hybrid... ...Key Responsibilities & Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of lenders onto the digital...Contract workWork at officeImmediate start3 days per week
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