Client Onboarding and Success Representative

Career Opportunities with 1-800AccountantA great place to work.Current job opportunities are posted here as they become available.Our company needs Rockstars to join our ADVISORY TEAM We offer a Very Competitive SalaryOur company is based in the United States. 1-800Accountant is the largest virtual accounting firm for small businesses within the US and we...

Our company needs Rockstars to join our ADVISORY TEAM We offer a Very Competitive SalaryOur company is based in the United States. 1-800Accountant is the largest virtual accounting firm for small businesses within the US and we love to work with Filipino talents as we make our expansion.What will the role entail?Complete onboarding calls and onboarding...

Job Overview:1-800Accountant is seeking a highly skilled Client Success Onboarding Specialist to join our Advisory Team. As a key member of our team, you will be responsible for ensuring a seamless onboarding experience for our clients.Your primary focus will be on completing onboarding calls and activities for all 1800Accountant clients with Advisory...

TapTalent is looking for a highly skilled Client Onboarding Expert to ensure seamless onboarding experiences for our clients.In this role, you will develop and implement effective onboarding strategies, provide training on product usage, and serve as the primary point of contact for customer inquiries and support issues.Key ResponsibilitiesDesign and...

About the CompanySupportNinja is a leading provider of outsourced customer support and CRM solutions. Our goal is to empower businesses of all sizes to achieve exceptional results through the effective use of technology and data-driven insights.The OpportunityWe are seeking a highly skilled Onboarding Specialist to join our team in Metro Manila.As an...

Onboarding Team OverviewThe Onboarding Team coordinates various large account events at the firm by interacting with both internal and external counterparties, including but not limited to various groups in Operations, Portfolio Management, Business Development, Trading, Legal, Technology, custodians, prime brokers, transition managers, and clients.The...

About the RoleWe are looking for a talented Client Success Coordinator to join our team at StoreHub Sdn Bhd, OneStoreHub Pte Ltd. In this role, you will be responsible for ensuring the successful onboarding of new clients, including leading training sessions and providing ongoing support to help them get the most out of our platform.You will work closely...

Job DescriptionWe are seeking a Manager, Content to join our team in the Long Island City office. In this role, your excellent communication and organizational skills will be key in ensuring our team onboard new clients thoroughly and successfully.Your responsibilities will include coordinating the rest of the team as they onboard clients and scheduling...

Company OverviewAt 1-800Accountant, we pride ourselves on being the largest virtual accounting firm for small businesses in the US.Salary and BenefitsWe offer a competitive salary of $9-12 USD per hour, paid weekly via Wise. Our employees enjoy a dynamic work environment with opportunities for growth and development.Job DescriptionAs our Virtual Client...

Client SuccessWe believe in building long-term relationships with our clients and partners. As a Client Success Strategist, you will play a critical role in developing and implementing strategies to drive client satisfaction and loyalty.Key Responsibilities:Develop and implement client success strategies to drive satisfaction and loyalty.Build and maintain...

We are seeking an experienced Client Onboarding Coordinator to join our team at DOXA Talent.About the RoleThis is a full-time position that requires a high level of organizational skills, excellent communication abilities, and strong technical knowledge.In this role, you will be responsible for setting up new accounts, conducting training sessions, gathering...

Given that this position requires English proficiency, we are only considering CV's provided in English. Thank you, and we look forward to your submissionAbout Olly OllyReady to roll up your sleeves and help transform local marketing forever? At Olly Olly, we're blending technology and real-world expertise to empower businesses across the U.S. like never...

About the RoleAs a Client Success Advocate, you will play a crucial role in ensuring the success of our clients. Your primary responsibility will be to develop and maintain strong relationships with external partners and internal stakeholders to drive measurable goals. You will communicate and assist partners in implementing and understanding RingCentral...

We are seeking a highly organized Global Client Onboarding Coordinator to join our team at CommPeak. In this role, you will be responsible for coordinating the onboarding process for new clients, guiding them through the account sign up and verification stages. This involves ensuring the clients understand the necessary documentation requirements, helping...

About the Role:We are seeking an experienced Client Account Services Director to join our team at Gratitude Philippines. As a key member of the Client Account Services team, you will lead all aspects of a team that works closely with clients to collect necessary onboarding documentation, conduct AML/KYC checks, and perform account activations and lifecycle...

About Our Company:1-800Accountant is a leading virtual accounting firm serving small businesses in the US. We are committed to providing exceptional client service and support.We are seeking a highly skilled Client Success Onboarding Specialist to join our Advisory Team. In this role, you will be responsible for ensuring a seamless onboarding experience for...

Hybrid - Manila 1-3 Yrs Exp Bachelor Full-timeJob DescriptionDescriptionROLE SUMMARYOur client is looking for an Onboarding Specialist to join their team. This role will be responsible for setting up new accounts, conducting training sessions, gathering data and documentation, and collaborating with other teams to ensure compliance.WORK SCHEDULE: 8:00 AM –...

iGlobal Container and Chassis, Inc. is a leading company in the container and chassis industry, and we are seeking a skilled Client Success Manager to join our team.The successful candidate will be responsible for managing client relationships, providing support and guidance, and ensuring customer satisfaction.A strong understanding of customer service,...

As a Client Success Consultant at Tyler Technologies, you will play a vital role in supporting our clients nationwide with their ERP Pro School Suite.Core ResponsibilitiesEstablishing strong relationships with clients through proactive communication and stakeholder collaboration.Liaising with cross-functional teams to provide seamless support to...

At CommPeak, we are seeking a highly skilled Account Onboarding Expert to facilitate a seamless onboarding experience for our clients. The successful candidate will guide new clients through the account sign up and verification process, ensuring all required information and documentation are accurately provided and verified.Key ResponsibilitiesGuide new...