Manage the end-to-end onboarding process for new clients to ensure accurate payroll configuration and government compliance. Deliver training and collaborate with internal teams to resolve onboarding issues and improve the client experience.
Remote Onboarding Specialist Jobs (102)
Search = Onboarding Specialist
The Onboarding Specialist conducts health and medication reviews with patients to register them for medication management solutions. They are responsible for accurate data entry of prescription information and maintaining referral relationships to grow the patient base.
The role focuses on the activation, retention, and growth of high-value strategic accounts through onboarding and long-term success management. You will act as a trusted advisor to ensure customers maximize the value of the platform while collaborating cross-functionally to improve the customer experience.
Serve as the primary point of contact for new clients during their first 30-90 days to ensure a seamless transition. Conduct virtual one-on-one training sessions and proactively address roadblocks to drive product adoption and long-term success.
The Onboarding Specialist conducts health and medication reviews with patients to register them for medication management solutions. They act as a liaison between patients and the pharmacy team while maintaining accurate records and meeting performance metrics.
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The Onboarding Specialist is responsible for training new customers and managing their accounts for the first 30 days to ensure successful platform adoption. They focus on maximizing platform usage and providing best practices to increase merchant revenue.
Manage the end-to-end onboarding process for new customers, including technical setup, training, and post-launch support. Collaborate cross-functionally to ensure seamless product adoption and resolve onboarding risks.
Manage the end-to-end onboarding process for new veterinary customers, including software customization and project management. Deliver both online and onsite training to help clinics optimize their workflows and software usage.
Deliver engaging live onboarding sessions for new hires and manage the Skilljar Learning Management System. Collaborate cross-functionally to streamline processes and utilize AI tools to enhance content delivery and documentation.
Onboarding Specialist
Edelman Financial Engines
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Full Time
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13 Weeks Ago
Edelman Financial Engines
The Onboarding Specialist supports multiple Financial Planners by managing the onboarding of new clients, opening accounts, and processing incoming asset transfers, while ensuring high levels of planner satisfaction through expert operational support. This role involves accurately preparing paperwork, monitoring new accounts, coordinating with custodians, and resolving any issues related to transfers, rollovers, and ACATs.
Manage the end-to-end employee lifecycle with a focus on seamless onboarding and offboarding for employees and clients across the EMEA region. Provide expert guidance on HR matters, including international payroll and benefits, while ensuring compliance with local employment laws.
Manage the end-to-end employee lifecycle with a focus on seamless onboarding and offboarding for employees and clients across the EMEA region. Provide expert guidance on international payroll, benefits, and local employment law compliance while maintaining high client satisfaction.
WFH - Sales & Client Onboarding Specialist
Virtualite Business Process Outsourcing Services
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Full Time
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Yesterday
Virtualite Business Process Outsourcing Services
The role involves engaging qualified prospects to finalize service agreements and closing new client deals. Additionally, the specialist guides new clients through the onboarding process and ensures a smooth transition to operations.
Client Onboarding Specialist
Law Offices of Robert S. Gitmeid & Associates
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Full Time
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Yesterday
Law Offices of Robert S. Gitmeid & Associates
Assist new clients with the digital onboarding process, including intake and document gathering. Utilize Salesforce CRM to manage client support tasks and ensure all necessary documentation is uploaded to the management system.
Retirement Plan Operations Onboarding Specialist
Benetrends Financial
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Full Time
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Yesterday
Benetrends Financial
Coordinate the onboarding process for ROBS clients by managing documentation, stock issuance, and capitalization activities. Provide critical support for SBA lender requirements and maintain accurate client records across internal systems.
Lead new clients through the onboarding journey from sales handoff to successful launch. This includes configuring services, conducting training sessions, and collaborating with internal teams to optimize the client experience.
Own the end-to-end onboarding process for new mid-market customers to accelerate their time to value. This includes hosting kickoff calls, conducting use case workshops, and partnering with cross-functional teams to ensure a seamless transition to long-term success.
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Manage the end-to-end employee onboarding and offboarding process for a global workforce, including contract drafting and compliance verification. Act as the primary liaison for international clients to ensure a seamless and compliant employment setup.
Mantl Expert (Digital Account Opening / Onboarding Specialist)
DS Technologies Inc
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Full Time
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4 Days Ago
DS Technologies Inc
Lead the implementation of the Mantl digital account opening platform for consumer and commercial deposit onboarding. This includes configuring workflows, integrating with Fiserv DNA and Alloy, and optimizing digital onboarding KPIs.
The Onboarding Specialist serves as the primary contact for new members transitioning to health plans, coordinating healthcare services and educating them on plan offerings. They liaise between internal providers and external healthcare entities to ensure seamless care transitions and establish initial care teams.
Own the end-to-end client onboarding process by managing timelines, coordinating internal teams, and serving as the primary point of contact. Analyze complex transaction datasets in Excel to create accurate tax mapping notes and ensure a smooth handoff to the filing team.
Customer Onboarding Specialist (on-site, hybrid, or remote available)
RiverBank
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Full Time
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4 Days Ago
RiverBank
The specialist manages the end-to-end customer onboarding process, including account opening, documentation review, and compliance verification. They serve as a primary point of contact for internal staff and external clients to ensure a seamless transition into the bank's products and services.
Senior Integrations & Onboarding Specialist
VSP Vision Care
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Full Time
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4 Days Ago
VSP Vision Care
Lead the integration and onboarding of newly acquired medical practices into enterprise operations. This includes developing transition plans, managing cross-functional due diligence, and mentoring other implementation employees.
Engage with members via phone to analyze financial needs and provide tailored life insurance benefit solutions. Maintain member relationships throughout the application process and provide ongoing policy support and compliance management.
Customer Service Representative – Remote New Member Onboarding Specialist (Entry Level)
Globe Life AIL - Lisa Russel
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Full Time
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1 Week Ago
Globe Life AIL - Lisa Russel
The role focuses on onboarding new members and providing client support within the life insurance industry. Responsibilities include relationship-building and utilizing provided leads to protect working families.
Lead the end-to-end onboarding and migration of customers from BTC Desktop to the cloud-based BrightTax platform. This includes conducting remote training sessions, resolving technical blockers, and ensuring productive software adoption.
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SemiSenior Technical Customer Onboarding Specialist (Part-time) - SaaS
Truelogic
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Full Time
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1 Week Ago
Truelogic
Act as the primary contact for new clients to guide them through the onboarding process and technical setup of POS systems. Configure and launch form-based advertising campaigns while providing basic troubleshooting and support.
Remote Client Onboarding Specialist
Virtual Task Buddie
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Full Time
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1 Week Ago
Virtual Task Buddie
Guide new clients through the onboarding process by conducting calls to understand their needs and goals. Coordinate documentation and scheduling to ensure a smooth transition from sales to active client relationships.
Support clinic staff in the optimal use of a web-based electronic medical record (EMR) and ensure successful implementation tailored to each clinic. This includes defining customer needs, preparing technological parks, and conducting advanced training for medical staff.
Customer Onboarding Specialist (w/m/d) - Remote (Berlin-based)
Salonkee
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Full Time
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1 Week Ago
Salonkee
Guide new customers from contract signing to successful software go-live and serve as the primary contact during the initial weeks. Collaborate with Sales, Support, and Product Development to ensure a seamless digital transition and optimal tool utilization for clients.
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