
Client Onboarding Specialist
Posted Jul 27

Posted Jul 27
This is a fully remote position, open to applicants in United States.
β’ Oversee and expand a portfolio of client accounts
β’ Discover opportunities for upselling, cross-selling, and service enhancement
β’ Engage in consultative discussions to identify changing client requirements
β’ Introduce additional service offerings that align with client objectives
β’ Keep precise account documentation, forecasts, and growth pipelines within CRM systems
β’ Work in conjunction with onboarding and operations teams to ensure client success
β’ Background in account management, client development, or sales roles is advantageous but not mandatory
β’ Excellent relationship-building and consultative sales abilities
β’ Comfortable working autonomously in a remote setting
β’ Highly organized, detail-focused, and driven by goals
β’ Strong verbal and written communication capabilities
β’ Experience in BPO, SaaS, or professional services is preferred
β’ Competitive salary with performance-related incentives
β’ Fully remote position allowing for work-from-home flexibility
β’ Comprehensive benefits including medical, dental, vision, 401k, and paid time off
β’ Opportunities for professional growth and career advancement
β’ Continuous training and leadership assistance
β’ Supportive, client-oriented team environment
Pennylane
Stayd
Canopy Connect
JDPA LIMITED
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