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Client Onboarding Remote Jobs in Florida (NOW HIRING)

Accounting Fly

Remote Accounting Manager

Orlando, FL · Remote

$90K - $115K/yr

Remote Accounting Manager Job ID: 1028988 Date Posted: August 26, 2026 Employment Type: Full-time ... Lead client onboarding and tax plan delivery calls via Zoom. * Facilitate client meetings for ...

ID Plans

Client Success Manager

Tampa, FL · Remote

Key Responsibilities Client Onboarding and Relationship Management Partner with Account Executives ... Remote work environment with opportunities for travel as needed Physical Requirements Ability to ...

HelloTeam

Customer Support Specialist

Naples, FL · On-site +1

$17.75 - $24/hr

Support client onboarding and implementation by conducting training sessions, guiding clients ... This is a remote position and will require working from home.

Naviga

Contract to Perm Collections Specialist

Miami, FL · On-site +1

$17.75 - $24/hr

... remote capacity. Reporting to the Sr. Collections Manager, you will play a critical role in supporting financial and administrative functions, including client onboarding, payment processing, and ...

Naviga

Contract to Perm Collections Specialist

FL · Remote

$17.75 - $24/hr

... remote capacity. Reporting to the Sr. Collections Manager, you will play a critical role in supporting financial and administrative functions, including client onboarding, payment processing, and ...

Nexora Talent

Client Experience Specialist (Remote)

Tampa, FL · Remote

$15.50 - $20.50/hr

Client Experience Specialist (Remote) We are seeking a detail-oriented Client Experience Specialist ... Benefits • Remote position with flexible scheduling options. • Structured onboarding and ...

Truv

$140K - $270K/yr

Streamline onboarding, implementation, customization and go-live experiences for Truv clients end ... Fully remote work environment. * Health, dental, and vision benefits. * 401(k). * Flexible time off ...

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Client Onboarding Remote information

What does a client onboarding remote professional do?

A Client Onboarding Remote professional is responsible for guiding new clients through the initial setup and integration process with a company’s products or services, all while working remotely. They ensure that clients have a smooth transition, understand how to use the offerings, and address any questions or concerns. Their role often involves virtual meetings, documentation, and ongoing support to foster strong client relationships and satisfaction from a distance.

What are the key skills and qualifications needed to thrive as a client onboarding remote professional?

To thrive as a Client Onboarding Specialist (Remote), you need strong organizational skills, attention to detail, and a background in customer service or account management, often supported by a bachelor’s degree. Familiarity with CRM software like Salesforce, onboarding platforms, and virtual communication tools is typically required. Exceptional communication, problem-solving abilities, and the capacity to build rapport remotely are standout soft skills. These competencies ensure smooth client transitions, high satisfaction, and effective collaboration in a distributed work environment.

What are some common challenges faced when working in a remote client onboarding role, and how can they be overcome?

In a remote client onboarding role, communication and relationship-building can be more challenging without in-person interactions. It's important to proactively schedule video meetings, use clear written communication, and leverage collaborative tools to ensure clients feel supported throughout the process. Staying organized, setting clear expectations, and following up regularly with both clients and internal teams help prevent misunderstandings and ensure a smooth onboarding experience.

What is the difference between Client Onboarding Remote vs Customer Success Specialist?

AspectClient Onboarding RemoteCustomer Success Specialist
CredentialsTypically requires onboarding, communication, and customer service skillsRequires customer relationship management and product knowledge
Work EnvironmentRemote, often project-based onboarding processesRemote or hybrid, ongoing customer engagement
Industry UsageCommon in SaaS, tech, and service industriesWidely used in SaaS, software, and subscription services

Client Onboarding Remote focuses on guiding new clients through initial setup and integration, ensuring a smooth start. Customer Success Specialists maintain ongoing relationships, helping clients maximize product value. While onboarding is a part of customer success, the roles differ in scope and focus, with onboarding being more project-specific and customer success emphasizing long-term retention and satisfaction.

What are the most commonly searched types of Client Onboarding jobs in Florida?

The most popular types of Client Onboarding jobs in Florida are:

What are popular job titles related to Client Onboarding Remote jobs in Florida?

For Client Onboarding Remote jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Onboarding Remote jobs in Florida look for?

The top searched job categories for Client Onboarding Remote jobs in Florida are:

What cities in Florida are hiring for Client Onboarding Remote jobs?

Cities in Florida with the most Client Onboarding Remote job openings:

Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.

Remote Accounting Manager

Accounting Fly

Orlando, FL • Remote

$90K - $115K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Job Title: Remote Accounting Manager
Job ID: 1028988
Date Posted:  August 26, 2026
Employment Type: Full-time
Hiring Company: Confidential
Location: US Remote (Telecommute)
Applicants must be located in the United States.
Base Salary:  $90,000–$115,000 per year (USD)
Commensurate with experience and qualifications.
Job Description:
Our client — a growing, boutique CPA firm — is seeking an experienced Accounting Manager to oversee a book of approximately 25 client families. This key management role combines client account oversight, team leadership, technical review, and operational improvement in a supportive, fully remote culture.
Responsibilities:
  • Serve as the primary relationship manager for 25 high-value client families.
  • Deliver client work accurately and on time, with exceptional service standards.
  • Review complex financial statements to ensure technical accuracy and compliance.
  • Guide and mentor preparers and team members on technical issues and best practices.
  • Lead client onboarding and tax plan delivery calls via Zoom.
  • Facilitate client meetings for ongoing planning and service updates.
  • Oversee smooth handoffs from tax planning to ongoing accounting services.
  • Monitor the client pipeline, coordinate workflow, and resolve bottlenecks with Operations.
  • Supervise team members, conduct performance reviews, approve PTO, and foster growth.
  • Lead departmental meetings with clear agendas, scorecards, and accountability.
  • Develop and maintain SOPs for accounting processes.
  • Identify and implement efficiency improvements and process innovations.
Qualifications:
  • Strong technical proficiency in tax and accounting for individuals and small businesses.
  • Skilled at supervising, mentoring, and developing remote team members.
  • Excellent communication, prioritization, and organizational abilities.
  • Familiarity with EOS (Entrepreneurial Operating System) is a plus.
Experience:
  • Proven track record managing client accounts within a CPA or professional services firm.
  • Experience serving as the primary point of contact for high-value clients.
  • Demonstrated success reviewing complex financial statements and resolving technical issues.
  • Comfortable leading remote meetings, client onboarding, and planning sessions.
Culture:
  • 100% remote work environment with a collaborative, supportive team.
  • Fast-paced but structured setting with a focus on innovation, efficiency, and white-glove client service.
  • Encourages open communication, accountability, and continuous learning.
Benefits:
  • Competitive base salary (commensurate with experience).
  • Full benefits package — including health, dental, vision, disability, retirement plan, and more.
  • Flexible remote-first work culture.
  • Opportunities for professional development and growth within the firm.
Other Key Details:
  • Client-focused firm with high standards for service and technical excellence.
  • This role blends technical review with people leadership — ideal for someone who enjoys both.
  • Candidates must be authorized to work in the United States.
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About Accountingfly

Sourced by ZipRecruiter

In 2016, Accountingfly determined that fully-remote recruiting was the future of accounting staffing, offering huge benefits for employers, job-seekers, and our own business. We decided to focus our recruiting business on those companies offering only remote work opportunities—and it was the best decision we ever made. While our competitors struggle to adapt to the remote world, we lean on years of experience to provide unmatched remote accounting recruitment expertise. We’ve seen and done it all, successfully filling a wide variety of remote roles and making career dreams come true for talent at every level.

Industry

Accounting services

Company size

1 - 10 Employees

Headquarters location

Pensacola, FL, US

Year founded

2011

Social media

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