Remote Onboarding Specialist ($75-$90k) WealthTech

Job Description

Job Description

Remote Onboarding Specialist ($75-$90k) WealthTech

Permanently 100% Remote, EST Preferred
Job Title: Remote Onboarding Specialist ($75-$90k) WealthTech 
Salary: $75-$90k Base + Benefits, 401k, PTO
Requirements: SaaS Onboarding/Implementation

We offer an intuitive web-based CRM for financial advisors and wealth managers.

We're thrilled to announce we just closed $200MM in funding, and are doing some big things!

Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales.

Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice.

We are Series B funded for $30MM, have been in business since 2012, and have150 employees.

We are REMOTE first and our team is distributed throughout the country.

Due to growth, we are hiring a Enterprise Customer Education Specialist experienced with:

• B2B SaaS
• Onboarding and implementation
• Experience in financial services or working with financial advisors is a big plus, but not required!

What You Will Be Doing

• Lead onboarding and implementation for new customers
• Guide customers through our platform and conduct discovery
• Make client workflows more efficient within our system
• Track onboarding progress, identify, and address issues as needed

What's In It for You

• $75-$90k Base + Benefits, 401k, PTO
• Vacation/PTO
• Medical
• Dental
• Vision
• Bonus
• 401k

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.