Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Onboarding Specialist in United States vacancy
  • $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... 
    Suggested
    Contract work
    Work at office
    Local area
    Work from home

    Loomis Sayles

    Boston, MA
    1 day ago
  • $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... 
    Suggested
    Hourly pay
    Full time
    Work at office

    Marshall & Sterling Inc

    Poughkeepsie, NY
    13 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours
    Night shift

    Treatspace, Inc.

    Pittsburgh, PA
    a month ago
  • 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... 
    Suggested
    Contract work

    Accentuate Staffing

    Raleigh, NC
    more than 2 months ago
  •  ...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... 
    Suggested
    Full time

    700Credit

    Southfield, MI
    15 days ago
  •  ...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

    Mason Crapo Farmers Insurance

    Bountiful, UT
    8 days ago
  •  ...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 time
    Work at office
    Flexible hours

    Trucordia

    Midvale, UT
    2 days ago
  •  ...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 time
    For contractors
    Fixed term contract
    Remote work
    Work from home

    Wetravel

    Remote
    15 days ago
  • $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 time
    Contract work
    Temporary work
    Work at office

    FRONTSTEPS

    Denver, CO
    6 days ago
  •  ...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 time
    Temporary work
    Remote work

    BetterRX

    United States
    8 days ago
  •  ...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 time
    Remote work
    Home office
    Flexible hours

    Careerscape

    Austin, TX
    4 days ago
  •  ...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 office
    Local area

    Servbank

    Oswego, IL
    28 days ago
  • 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... 

    MAGNET HR GROUP LLC.

    Dallas, TX
    5 days ago
  • 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... 

    Frost Law Firm Business Law Attorneys MD, DC, VA & FL

    Annapolis, MD
    5 days ago
  • $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 work
    Remote work

    SpotOn

    San Francisco, CA
    4 days ago
  • 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... 

    Net2Source (N2S)

    Chicago, IL
    2 days ago
  • $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 work
    Work from home
    Worldwide

    Dexian

    New York, NY
    1 day ago
  • $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... 

    Vanguard Group

    Dallas, TX
    1 day ago
  • $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 &... 
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Chicago, IL
    1 day ago
  •  ...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.... 

    Citigroup Inc.

    Dallas, TX
    5 days ago
  • 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

    Citi

    New York, NY
    3 days ago
  • 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 time
    Work at office
    Local area
    Afternoon shift

    LegalShield

    Brooklyn, NY
    3 days ago
  • 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... 

    Apex Group Ltd (UK Branch)

    New York, NY
    2 days ago
  •  ...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 work
    Work at office
    Work visa

    CPI Card Group

    Nashville, TN
    5 days ago
  • 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... 

    Virtualite

    Chicago, IL
    3 days ago
  • 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 time
    Casual work
    Internship
    Remote work
    Monday to Friday
    3 days per week

    RCN Capital, LLC.

    Windsor, CT
    5 days ago
  • 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... 

    Mindlance

    Charlotte, NC
    3 days ago
  •  ...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 placement
    Work at office
    Remote work
    Home office
    Night shift
    Weekend work

    MIDLAND IRA INC

    Fort Myers, FL
    3 days ago
  • $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

    Mindlance

    New York, NY
    5 days ago
  • $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

    Standish Management UK

    Seattle, WA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Onboarding Specialist. Be the first to apply!