Customer Onboarding Specialist
Jobtailor
Responsibilities Execute the onboarding process for new accounts Facilitate client kick-off meetings and regular status updates Support user adoption by identifying potential roadblocks Conduct formal hand-off reviews Guide clients through standard setup and best practices Deliver training sessions and create resources Assist with standard software integrations and data imports Troubleshoot technical issues during the implementation phase Requirements 2+ years in customer-facing roles, implementation, or technical support, preferably within a SaaS environment Strong verbal and written communication skills Comfortable working with software integrations, data mapping, and basic technical configurations A team player who can work across departments Familiarity with Customer Success platforms / CRM platforms is preferred Project Management certification is a plus. ATS Optimization Keywords Hard Skills software integrations data mapping technical configurations troubleshooting onboarding process user adoption training sessions Soft Skills communication skills team player client facilitation problem-solving Certifications & Qualifications Project Management certification Industry Keywords implementation technical support Tools & Technologies SaaS Customer Success platforms CRM platforms #J-18808-Ljbffr Jobtailor
$90k - $115k
...industry trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...SuggestedWork at officeHome officeAfternoon shift- ...A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot...SuggestedRemote work
- ...United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We...SuggestedRemote workFlexible hours
- ...A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...SuggestedRemote work
- ...Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...SuggestedRemote work
$75k - $90k
...Customer Onboarding Specialist Location: This position is fully remote with quarterly travel required to support new customer implementations, site readiness activities, and in-person onboarding support. Must reside in the Dallas, TX area. The Customer Onboarding Specialist...Contract workLocal areaRemote work- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting... ...The ideal candidate will have 1-3+ years in customer support, strong communication skills, and the...Remote jobWork from homeFlexible hours
- ...Citi Colombia is seeking a Client Onboard Analyst – Labor Inclusion for a Bogotá-based hybrid, full-time role. You will support account opening, documentation, and system setups while coordinating with multiple teams to ensure compliant, high-quality client onboarding...Full time
$46.55k - $67.1k
...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... ...with Engineering, Sales, and Implementation teams to manage custom integrations and system optimizations. Ensure technical...Summer workRemote work$48 - $50 per hour
...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 & Trading...Contract work- AO in the United States is seeking remote representatives to connect with families through Zoom-based virtual consultations, building lasting, trust-based client relationships from the comfort of home. This 100% remote role covers U.S. & Canada, with weekly pay, comprehensive...Weekly payRemote workWork from home
- 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...
$40 - $43 per hour
...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 Account...Contract workWork from homeWorldwide$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...Full timeWork at officeRemote workAfternoon shift- ...Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join... ...Excellent communication and relationship‑building skills. A customer‑focused, solution‑oriented mindset. Comfortable working independently...Remote work
- ...by a common vision to build the best legal technology products in the world. What is the role? As an entry-level Customer Onboarding Specialist with one of our leading products, MerusCase, you will be responsible for providing exceptional onboarding and customer...Remote workHome officeShift work
$20 - $25 per hour
...responsibilities. KEY ESSENTIAL FUNCTIONS: Assists in the on-boarding process for all new hires. Enrolls in electronic onboarding system (People Doc) to selected candidates for completion. Reviews and ensures to completion new hire paperwork (in People Doc...Contract work- Rising Ground is seeking an HR-People & Talent Associate in New York, NY to support full-cycle recruitment and onboarding across departments. The role emphasizes candidate sourcing, interviewing, and coordination with program leaders to ensure staffing aligns with agency...
- A community-based organization in New York is seeking a Talent Acquisition Coordinator. The role involves providing essential administrative support to the recruitment process by managing job postings, scheduling interviews, and maintaining communication with candidates...
$100k - $130k
...income securities, and advanced trading, research, and management technology. Responsibilities Position PurposeSupport the onboarding process of new FCM accounts within the Clearing and Execution Services division at StoneX by conducting comprehensive reviews of...$41.35 - $45.49 per hour
...industry. You thrive on managing complex international onboardings and turning nuanced challenges into seamless customer and employee experiences. A natural collaborator... ...Your WorkAs a Senior International Onboarding Specialist, how results are achieved is paramount for your...Casual workWork at officeLocal area- Job DescriptionJob DescriptionDescription: Our client is currently looking to bring aboard an onsite team of HR Assistant/Onboarding Specialists to assist in the hiring initiatives of their Human Resources department, managing the onboarding process of all clinical staff...
- ...intelligent professionals. In addition to sourcing and hiring top talent, you will also play a key role in ensuring a smooth and engaging onboarding experience for new team members. We seek someone who is dedicated to discovering hidden talent and passionate about contributing...Full timeContract workWork at officeWorldwideFlexible hours
$70k - $90k
...Join to apply for the Onboarding Specialist role at Workwize Base pay range $70,000.00/yr - $90,000.00/yr This range is provided by Workwize... ...message the job poster from Workwize. Join our team as the Customer Success in the US for our fast-growing, SaaS scale‑up. We’re...Full timeWork at officeRemote workWorldwide- ...A leading software firm in New York is looking for an entry-level Customer Onboarding Specialist. This role involves onboarding customers and enhancing their experience with the MerusCase software. Ideal candidates will have customer support experience, great communication...Remote workFlexible hours
- ...on what matters, and to stop worrying about marketing and customer retention. Steer began as an online directory for drivers... ...and Google Business Profile. About The Role As an Onboarding Success Specialist, you’ll be part of a growing team responsible for launching...Local areaRemote workWork from homeFlexible hours
$60k
...Pro, we help small business owners build, manage, and grow their online presence — fast. As an Onboarding Specialist, you’ll be the welcoming guide who helps new customers take their first step toward success. You’ll turn what can feel like a technical hurdle into an...- ...Onboarding Specialist About the company Hi, we're Ondo Finance. Our mission is to provide institutional-grade, blockchain-enabled investment... ...Oversee Due Diligence Questionnaires (DDQs) and Know Your Customer (KYC) refreshes for existing partners. Perform onboarding documentation...Remote workFlexible hours
$22 - $25 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Onboarding Specialist New York, NY, US 29 days ago Requisition ID: 1559 Salary Range: $22.00 To $25.00 Hourly Overview At Citarella, we believe...Hourly payWork at office- ...Responsibilities Project manage the onboarding of new clients of Orion Serve as primary point of contact between customer, Orion Programming, SME Teams and Orion Tech Support Manage process between onboarding and subject matter expert teams Research all aspects of advisor...
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