Job Description:
• Welcome new clients and guide them through the onboarding process
• Conduct virtual onboarding calls to understand client needs, goals, and workflows
• Coordinate with internal teams to ensure accurate setup and timely service
• Track onboarding progress and maintain detailed records in CRM systems
• Address questions or concerns and escalate issues when needed
• Ensure a smooth transition from onboarding to ongoing account support
Requirements:
• Experience in customer onboarding, client services, or sales is preferred but not required
• Strong communication and relationship-building skills
• Highly organized with excellent follow-up and attention to detail
• Comfortable working in a fully remote, fast-paced environment
• Tech-savvy with the ability to learn new tools and processes quickly
• Professional, positive, and solution-oriented mindset
Benefits:
• Competitive base salary plus performance-based bonuses
• Benefits including medical, dental, 401(k), and paid time off
• Fully remote position with structured support
• Collaborative and growth-oriented team culture