Remote Sales Ops & Client Onboarding Specialist
New Leaf Family
- Remote job
New Leaf Family is hiring a Sales Operations & Client Onboarding Specialist to drive client satisfaction and operational efficiency. This role involves managing the full client lifecycle, overseeing onboarding and billing processes, and collaborating with legal teams. Ideal candidates will have experience in sales operations, strong attention to detail, and excellent client communication skills. Join us and make an impact in helping families through major transitions with clarity and compassion. #J-18808-Ljbffr New Leaf Family
- .... We are currently seekingsales &client onboardingspecialiststo join our growing sales team.You’llwork with leads and qualifiedprospect... ...Guide new clients through the onboarding and activation process Address... ...-motivated and effective in a remote work environment What we offer...Remote workWork from home
- ...Paystone is seeking an Onboarding Specialist to manage the onboarding pipeline for merchant payment applications. This role requires at least 4 years of experience in client onboarding within a fast-paced environment, excellent organizational skills, and strong attention...Remote workFlexible hours
- Contemporary Staffing Solutions is seeking a Contract Recruiter for full-cycle recruitment of high-volume roles across sales and operations teams. This is a remote, full-time contract position available for candidates in the Eastern or Central time zones. The recruiter will...Remote jobFull timeContract work
- 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 finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should...Remote work
- A well-established financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote position. In this role, you will guide clients through onboarding and assist them in understanding our accounting services. You should have at least 3 years of...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
- A leading remote services provider is seeking experienced professionals for a remote role focused on client service and operations. In this position, you will connect with individuals who have requested information about services, guide them through available programs,...Remote workFlexible hours
$60k
A reputable financial services firm is seeking a remote Bookkeeping Relations Specialist in Arizona. You will be the primary contact for clients in the Bookkeeping department, guiding them through onboarding and supporting their service journey. This role requires strong...Remote workFlexible hours- ...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
- A financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services. This fully remote role involves leading onboarding, managing client communications, and ensuring clients are set up for success. Candidates...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- ...A consumer-advocacy law firm is seeking a Client Onboarding Specialist who will assist new clients in their onboarding process. This full-time role... ...The position offers competitive compensation, monthly bonuses, and 401(k) benefits, and is fully remote. #J-18808-Ljbffr...Remote workFull time
- ...productivity, and scalability—allowing clients to focus on what matters most... ...CRM tools Collaborate with onboarding and operations teams to... ..., client growth, or sales roles is a plus but not required... ...Comfortable working independently in a remote environment Organized, detail...Remote workWork from home
- ...financial services company is seeking a Bookkeeping Relations Specialist to guide clients through onboarding in accounting and tax services. The role requires... ...and familiarity with QuickBooks Online. This fully remote position allows for flexible work arrangements and offers...Remote workFlexible hours
- A travel services company is looking for a Client Onboarding Coordinator to join their fully remote team. In this role, you will guide clients through the onboarding process, ensuring all arrangements are accurate and aligned with client expectations. Strong communication...Remote work
$60k
A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping,...Remote work$60k
A leading financial services company is seeking a Remote Bookkeeping Relations Specialist to guide clients through onboarding and support their journey. You'll lead meetings, manage client communications, and help clients with accounting setups, ensuring they feel supported...Remote work- A reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves leading onboarding meetings, supporting technical setups, and managing multiple client communications to...Remote work
- ...Outsourcing Services is looking for an account manager to manage and grow client accounts. The role involves identifying opportunities for upsell... ...relationship-building skills and be comfortable working in a remote environment. The position offers competitive compensation,...Remote work
- A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The ideal...Remote work
$20 - $25 per hour
Securly is seeking a detail-oriented Sales Ops Administrator/Deal Desk Associate based in the United States, Charlotte area, to join their... ...systems, and capable of independent workload management in a remote setting. The compensation ranges from $20 to $25 per hour based...Remote jobHourly payFull timeTemporary 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
- ...Client Onboarding Functional Specialist – SEI Trust 3000 (T3K) Indigo Beam Consulting provides a common-sense approach to solving business problems through... ...which it calls home. Job Description This is a remote position. Client Onboarding Functional Specialist – SEI...Remote workFull timeContract work
- ...Senior Recruiter-Pharma Ops/Quality Are you ready to accelerate your career? As a... ...You will act as a brand ambassador for the client, focusing on delivering exceptional talent... ...and other team members. Work Location: Remote - United States Work Setup: Monday to Friday...Remote workLocal areaMonday to Friday
- ...Client Onboarding Specialist Floowi connects top LATAM professionals with leading U.S. companies through remote talent solutions. Our mission is to make LATAM the world's premier hub for growth and excellence. About our Client: Our client operates within the...Remote workFull timeImmediate startFlexible hours
- ...Framework Ventures is seeking a client onboarding specialist to join their remote team. The ideal candidate will manage client onboarding and verification activities while ensuring a 6-star client experience. Strong knowledge of cryptocurrency and customer service experience...Remote workFixed term contractWeekend workAfternoon shift
- ...Coordinator to manage end-to-end logistics for sales professionals on cruise ships.... ...Responsibilities include guiding crew members during onboarding, ensuring compliance with documentation,... ...skills. This position is fully remote but ideally suited for residents of Florida...Remote work
- ...A supportive career organization is seeking individuals, especially veterans and military spouses, for a fully remote role assisting clients with benefits. You will conduct virtual meetings, guide families through programs, and provide essential support while enjoying...Remote workFlexible hours
$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... ...in client onboarding or technical support. It's a remote position with a monthly salary range of $1120-1600. #J...Remote work
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