Engage with new leads to determine their financial goals and recommend tailored service solutions. Manage the onboarding process and track all outreach activities within a CRM to maintain client rapport.
Remote Onboarding Jobs (10,205)
Tags = onboarding
Virtual Client Onboarding Representative
Nuvant Consulting Group
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Full Time
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3 Weeks Ago
Nuvant Consulting Group
Serve as the primary virtual contact for new clients to introduce financial solutions and guide them through the onboarding process. Responsibilities include conducting outbound outreach, discovering client goals, and scheduling follow-up appointments.
The role involves serving as the primary contact for small to medium customers to ensure successful onboarding and long-term satisfaction. Key duties include identifying upsell opportunities and collaborating with the Business Development team to drive growth in the UK and Ireland market.
Identify and reach out to prospective international clients via email, phone, and LinkedIn to introduce the platform. Guide interested clients through the end-to-end signup and onboarding process while maintaining CRM records.
Onboarding Customer Support Advisor (Remote in Portugal)
Otonomee
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Full Time
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3 Weeks Ago
Otonomee
Provide prompt and accurate onboarding support to new customers via phone and email in English and Portuguese. Educate customers on system setup and best practices while collaborating with internal teams to improve product processes.
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Sales Development Representative (SDR)
Business Financial Group
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Full Time
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3 Weeks Ago
Business Financial Group
The SDR is responsible for generating qualified appointments for the sales team through outbound prospecting and lead nurturing. Key tasks include conducting outreach via cold calls, emails, and LinkedIn to identify and qualify small business owners.
Senior QA Engineer, Composable Commerce
Global Career Website
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Full Time
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3 Weeks Ago
Global Career Website
Own the quality assurance strategy and execution for complex composable commerce features and integrations. Design and maintain automated test suites using Playwright and TypeScript while coordinating quality coverage across distributed microservices.
The role involves intaking, investigating, and resolving customer technical issues while documenting solutions in a ticketing system. You will collaborate with development and product teams to fix bugs and ensure smooth software functionality for clients.
Agronomists / Technical Sales Representatives (Greece)
Timac Agro ΛΥΔΑ
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Full Time
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3 Weeks Ago
Timac Agro ΛΥΔΑ
Technical Sales Representative (Aitoloakarnania)
Timac Agro ΛΥΔΑ
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Full Time
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3 Weeks Ago
Timac Agro ΛΥΔΑ
Lead the full outbound enterprise sales execution for AppGlass across Europe, focusing on self-sourcing opportunities and building relationships with engineering leaders. Manage the entire commercial lifecycle from initial discovery and pilot programs through to security reviews and contract execution.
Benefits Specialist - No Experience Required - Remote
American Income Life Insurance Company
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Full Time
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3 Weeks Ago
American Income Life Insurance Company
The role involves delivering enrollment materials, handling inbound service calls, and conducting needs analyses to present tailored policy options. The specialist is responsible for following up with clients to ensure prompt resolution of coverage questions.
Design, build, and maintain scalable backend services and core APIs to power the refurbished marketplace. Collaborate with cross-functional squads to implement new features and mentor junior engineers to sustain engineering culture.
Act as the technical bridge between the platform and enterprise customers by delivering product demos, managing POCs, and leading post-sales onboarding. Drive long-term adoption and engagement while channeling customer feedback to the Product and Engineering teams.
The role focuses on designing systems to convert new signups into habitual learners and paying customers through activation and monetization flows. This includes running data-driven experiments, conducting user research, and collaborating with cross-functional teams to reduce friction in the user journey.
Act as the bridge between business stakeholders and engineering to design and execute scalable post-sale solutions within the Salesforce ecosystem. This includes managing the end-to-end requirements lifecycle for case management, entitlements, and customer support portals.
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Manage the full partner lifecycle by recruiting, onboarding, and activating MSPs, VARs, and System Integrators. Drive recurring revenue growth through joint business planning and cross-functional collaboration to expand the partner ecosystem.
Provide administrative and accounting support by processing incoming and outgoing invoices and payment documents. Communicate with English-speaking clients to resolve routine queries and prepare information for financial statements.
The role involves prospecting and managing high-net-worth and corporate clients in the Italian market to sell bespoke private jet charter services. It also includes coordinating the operational planning, documentation, and execution of flights from initial contact to completion.
The consultant will manage the full customer care process for Anaplan clients, acting as the primary point of contact to ensure solution alignment and health. Responsibilities include platform maintenance, troubleshooting, and collaborating with partners to mitigate churn risks.
Take ownership of the North West region to drive platform growth and deliver new business targets through strategic adviser engagement. Build long-term partnerships with financial advisers and promote AJ Bell's range of investment solutions.
Drive the strategy, business development, and execution of CCF's program portfolio, including startup acceleration and capacity building. Manage stakeholder engagement and ecosystem building to support climate tech startups and entrepreneurs.
Responsible for planning and executing demand generation and liquidation goals for the Madhya Pradesh region. This includes managing budgets, leading field resources, and coordinating new product launches with sales and marketing teams.
The role involves producing 3-4 daily news articles in German and owning the localization and UI quality of the German site. Additionally, the manager will monitor market performance and track KPIs to inform regional growth strategies.
The Talent Consultant is responsible for interviewing and assessing candidates for customer service and contact centre roles to build the Weployee Community. They manage candidate pipelines, handle onboarding, and support community engagement to ensure a high-quality candidate experience.
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Technical Customer Success Manager, Endpoint Security
Check Point Software Technologies
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Full Time
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4 Weeks Ago
Check Point Software Technologies
Serve as a trusted technical advisor to cyber security customers, driving product adoption and maximizing the value of security investments. Lead technical onboarding, manage critical escalations, and partner with sales to ensure customer retention and growth.
Human Resources (HR) Manager
Kira Technologies Sdn Bhd
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Full Time
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4 Weeks Ago
Kira Technologies Sdn Bhd
Acts as the product owner for enterprise SaaS applications, balancing technical administration and security engineering with financial lifecycle management. Responsibilities include managing roadmaps, automating user provisioning, and optimizing license consumption and spend.
Own the end-to-end self-serve customer journey, focusing on signup, onboarding, and activation to reduce friction for church operators. Drive growth through data-driven experiments and optimize billing and account management flows.
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