Client Onboarding Specialist

Job Title: Onboarding SpecialistLocation: Baguio, Philippines (Onsite)Department: APAC Operations / Technical ServicesAbout the Role:As an Onboarding Specialist, your primary role will involve serving as a project manager to ensure seamless client onboarding, providing outstanding support, and fostering strong connections with our clients. You are highly...

Customer Onboarding SpecialistThe Customer Onboarding Specialist plays a vital role in ensuring clients have a seamless experience with our product.Key Responsibilities:Provide exceptional customer support, troubleshooting help, and training to new clients during the setup process.Conduct outreach to clients in setup, following up consistently with pending...

Job OverviewWe are seeking a seasoned professional to fill the role of Customer Implementation Specialist. This key position involves working closely with customers to ensure seamless onboarding and successful adoption of our software.As part of our customer success team, you will be responsible for leading new client onboarding for mid/large-sized clients,...

About the RoleAs a key member of our team, you will be responsible for ensuring a seamless onboarding experience for our clients. This includes conducting thorough intake calls to understand their needs and goals, setting clear expectations, and collaborating with cross-functional teams to ensure a smooth transition.This is an exciting opportunity to join a...

Welcome to our Onboarding Specialist role, where you'll play a vital part in guiding new clients through our platform. You will ensure that customers are onboarded efficiently and effectively, setting them up for long-term success.About the RoleWe're seeking a highly skilled professional with experience in customer onboarding and engagement. The ideal...

Job OverviewWe are seeking a highly skilled and detail-oriented Talent Onboarding Specialist to join our team. As a key member of our talent acquisition process, you will play a vital role in ensuring seamless onboarding experiences for new hires.About the RoleThis is an excellent opportunity for individuals who thrive in fast-paced environments and have a...

Job Title: Client Success SpecialistThis role is responsible for ensuring clients achieve their desired outcomes while using our services.Main Responsibilities:New Customer Onboarding: Prepare the internal team for kick-off meetings, review client requirement lists, and manage clarification issues. Ensure all relevant data is prepared for kick-off and...

Client Acquisition Specialist OpportunityWe are seeking a highly skilled and organized individual to join our team as a Client Acquisition Specialist. As the first point of contact for clients, you will be responsible for guiding them through the intake process, answering their questions, estimating insurance coverage, and scheduling appointments with the...

Customer Success Specialist for a Purchasing PlatformOur team is seeking a proactive and customer-focused Customer Success Specialist to join our remote team in supporting our clients on our platform.The ideal candidate will play a vital role in day-to-day account management, client communications, and overall customer satisfaction. Key responsibilities...

Job OverviewThis role plays a pivotal part in integrating clients into TaxDome and related systems while ensuring seamless compliance with tax, bookkeeping, and licensing requirements.Key responsibilities include managing the onboarding process, collecting and documenting all necessary information, and implementing workflow automations within TaxDome.Core...