Roles: Customer Onboarding Specialist
Rate: Competitive entry-level pay, details shared upon application.
Contract length: Full Time, Permanent
Location: Open to applicants worldwide. Work fully from home.
Skills/background needed: No experience required. Full training provided.
About the Role
As a Customer Onboarding Specialist, you’ll be the main point of contact for new clients during their onboarding journey. You’ll guide them smoothly from the sales stage through successful setup, ensuring all their needs are met and every milestone is hit on time.
Your day-to-day will involve managing client communications, coordinating with internal teams, collecting required documentation, scheduling virtual meetings, and reviewing work for accuracy. You’ll act as a supportive guide, helping clients understand processes and resources while keeping detailed records of progress and providing feedback to help the team continuously improve.
What You’ll Do
• Manage a caseload of new clients, serving as their primary point of contact throughout onboarding
• Communicate with clients, partners, and internal teams to manage expectations and resolve issues
• Collect and organize documents and information required for client setup
• Coordinate timelines and key milestones with internal partners and external vendors
• Facilitate virtual meetings to review progress and address outstanding items
• Guide clients through submission processes and review work for accuracy
• Conduct client training on systems, services, and resources
• Maintain accurate records and provide reporting on onboarding activity
• Identify and resolve issues early through proactive problem-solving
• Work independently while coordinating across multiple teams and stakeholders
What We’re Looking For
• Strong organizational and time management skills
• Excellent written and verbal communication
• Attention to detail and commitment to accuracy
• Ability to manage multiple tasks and meet deadlines
• Problem-solving mindset and willingness to collaborate
• Proficiency with Microsoft Office and familiarity with CRM systems (like Salesforce) is a plus
• Ability to build effective working relationships with colleagues and clients
• Comfortable working in a virtual environment with a reliable internet connection
Why You’ll Love This Role
This is a fully remote position with flexible scheduling. You’ll receive comprehensive training and support as you grow into the role. You’ll work with a collaborative team, have opportunities for professional development, and enjoy a supportive work environment designed to help you succeed.
Work Environment: This is a remote role. You’ll need a dedicated, quiet workspace and a reliable high-speed internet connection (100 Mbps or better). Your schedule is Monday through Friday, with shift times varying between 8:00 AM – 8:00 PM.
Who Should Apply
We welcome entry-level candidates and those new to this type of work. If you’re organized, detail-oriented, a clear communicator, and eager to learn, we’d love to hear from you. No prior experience is required—we’ll train you on everything you need to know.
Ready to get started? Submit your application below.