Client Onboarding Specialist
Virtual Vocations Inc
To ensure exceptional service and support for all clients, the full-time remote Client Onboarding Specialist will develop strong client relationships, manage support conversations, and collaborate with internal teams to enhance the client experience. Key responsibilities Develop and maintain strong client relationships while managing client conversations across all support channels Conduct onboarding meetings, product tours, and demos, providing product information to help clients achieve their goals Evaluate client support processes and share feedback with appropriate teams to improve products and services Required qualifications An associate's degree or equivalent experience Experience with Salesforce CRM and Churnzero or Gainsight Strong execution skills with a track record of defining and optimizing processes Project management and problem-solving skills with attention to detail Ability to manage multiple competing priorities and work with cross-functional teams
$85k - $120k
About the RoleWith a strong customer service mindset, the Client Intake Specialist will deliver a responsive, high-quality onboarding experience, will communicate clearly with clients and business partners, and will help build confidence, trust and goodwill throughout the...SuggestedContract workWork at officeLocal areaWork from home$55k - $70k
...Position Title: Wealth Client Onboarding Specialist Location: Hybrid • Poughkeepsie Mill St Office - Poughkeepsie, NY 12601 Salary Range: $55,000.00 - $70,000.00 Hourly Overview Salary Range $55,000.00 - $70,000.00 Hourly Position Type Full Time...SuggestedHourly payFull timeWork at office- ...Treatspace, Inc. is seeking a customer-focused and design-savvy Onboarding Coordinator to join our PracticeBeat.com product line team.... ...Daily Brief), always keeping human judgment over what ships to clients. This is also a role we expect to evolve. As we scale and lean...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift
- Accentuate Staffing is working with a healthcare technology company that is hiring a Client Onboarding Consultant to help customers as they set up on the company’s software platform. This is a good opportunity for someone who enjoys working with people, staying organized...SuggestedContract work
- ...Client Success Onboarding Specialist About 700Credit 700Credit is the industry leader in providing cutting-edge credit and compliance solutions to the automotive sector. As the largest provider in the field, we are passionate about innovation, growth, and delivering...SuggestedFull time
- ...driven insurance agency focused on delivering an exceptional client experience. Every new client deserves a seamless transition,... ...and confidence that they've made the right decision. As our Onboarding Specialist, you'll own that experience from the moment a policy is sold...Flexible hours
- ...for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must... ...clients and employees with general questions related to onboarding, payroll processes, and documentation New Hire Onboarding &...Full timeWork at officeFlexible hours
- ...How we work Our Onboarding team supports new customers right when they need it most. We help our clients get started by migrating important content like reservation details, photos, pricing information, tour descriptions, and more. We also provide personalized trainings...Full timeFor contractorsFixed term contractRemote workWork from home
$60k - $80k
...OVERVIEW Position: Solution Delivery Specialist Location: Full-Time Onsite | Denver,... ...time-to-value while delivering an elite onboarding experience. WHAT DRIVES SUCCESS IN... ...implementation is only complete when the client is fully onboarded, trained, satisfied,...Full timeContract workTemporary workWork at office- ...BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed company on a mission to end needless suffering caused by medication delays...Full timeTemporary workRemote work
- ...Careerscape is recruiting on behalf of our client, a growing SaaS company headquartered in Austin, TX, for a fully remote Client Onboarding Specialist. In this role, you will be the first true partner new customers have after signing on, guiding them through implementation...Full timeRemote workHome officeFlexible hours
- ...Job Description Job Description Description: The Client Onboarding Specialist is responsible for managing the end-to-end onboarding process for commercial clients, including deposit account setup, treasury management services implementation, and relationship documentation...Work at officeLocal area
- MAGNET HR GROUP LLC seeks an HR & Business Development Coordinator to support HR, payroll, benefits, client services, and business development throughout the client lifecycle. You will serve as the primary liaison between prospective clients, internal teams, and partners...
- Frost Law is seeking an intake-focused professional to deliver exceptional client service in a fast-paced law firm environment. The role involves learning and executing intake and engagement processes, handling high-volume calls, and entering client data into our CRM for...
$46.55k - $67.1k
...doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for...Summer workRemote work- Net2Source (N2S) is seeking a detail‑oriented operations professional to coordinate client transitions, onboarding and offboarding in close partnership with relevant business partners. The role supports account maintenance (amendments to names, fee schedules, agreements...
$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...Contract workWork from homeWorldwide$65k - $80k
Vanguard is seeking a Client Transfer Specialist for our Personal Investor clients. You will manage onboarding and ownership changes, build trusted relationships, and guide clients through their investment journey with Vanguard’s products and services. The role requires...$60.7k - $100.1k
...our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years... ...a driven, proactive, and intellectually curious Client Onboarding Specialist to join our team. Core Responsibilities Client Onboarding &...H1bWorldwideFlexible hours- ...seasoned professional to join its Banking, Credit and Investments platform, focusing on onboarding and KYC processes. You will collaborate with sales teams and internal partners to fulfill client requests while ensuring high service levels and strong documentation controls....
- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...Work at office
- Job Summary Under moderate supervision, the Business Solutions Client Onboarding Specialist I manages the initial relationship and onboarding of new employee benefit groups. The Business Solutions Client Onboarding Specialist I is accountable for customer satisfaction...Full timeWork at officeLocal areaAfternoon 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 ensure...
- ...commutable distance to Nashville, TN We are seeking a technical Onboarding Specialist to assist in the implementation of push provisioning,... ...working across multiple internal and external partners and clients, can interpret semi-technical documentation, and is capable...Temporary workWork at officeWork visa
- A business process outsourcing firm is seeking a Sales Onboarding Consultant to streamline operations for new clients. This role involves leading onboarding conversations, presenting services, and guiding clients through the activation process. Ideal candidates will possess...
- The CL Onboarding Specialist plays a vital role in expanding and strengthening RCN Capital’s network of Correspondent Lender (CL) partners. This role is responsible for identifying, recruiting, and onboarding new CLs, guiding them through each stage of the onboarding process...Full timeCasual workInternshipRemote workMonday to Friday3 days per week
- Location: Charlotte, NC (Hybrid) Client is seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration. Responsibilities Work closely with the Sales...
- ...and is eligible for a hybrid schedule after successful completion of the probationary period. Job Overview The New Client Accounts Specialist - Onboarding serves as a point of contact for establishing and funding new accounts. The ideal candidate for this role strives to...Work experience placementWork at officeRemote workHome officeNight shiftWeekend work
$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...Contract work$52k - $62k
Standish Management UK is seeking an Investor Services Specialist based in Seattle, WA. This position plays a vital role in client engagement and relationship building while assisting with various financial and reporting tasks. The ideal candidate should have a Bachelor...Work at office
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