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Client Onboarding Remote Jobs in Georgia (NOW HIRING)

BELAY - Corporate

Onboarding Controller

Atlanta, GA · On-site +1

... Remote Travel Requirement Occasional travel is required, including attendance at BELAY's annual ... Lead multiple client onboarding engagements, managing project timelines, milestones, deliverables ...

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

McQuade Organization

... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn

Farther

Client Relationship Manager

Greensboro, GA · On-site +1

Coordinate all aspects of client onboarding including new account setup, transfers, and document ... Experience managing workflows between in-office and remote service teams Why Join Us * Competitive ...

Medlytix

Implementation Specialist

Roswell, GA · On-site +1

This role will play a critical part in managing client onboarding projects, coordinating technical ... Remote/Hybrid Work Environment (***Candidates can be located anywhere in the US) * Competitive Paid ...

Pavago

Sales Account Executive

Atlanta, GA · Remote

Ensure smooth onboarding and client handoff after closing * Share market feedback and customer ... Ability to work independently in a remote environment Preferred Qualifications * Background in ...

Pavago

Sales Account Executive

Atlanta, GA · On-site +1

Ensure smooth onboarding and client handoff after closing * Share market feedback and customer ... Ability to work independently in a remote environment Preferred Qualifications * Background in ...

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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 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 key skills and qualifications needed to thrive as a Client Onboarding Specialist (Remote), and why are they important?

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 the most commonly searched types of Client Onboarding jobs in Georgia? The most popular types of Client Onboarding jobs in Georgia are:
What are popular job titles related to Client Onboarding Remote jobs in Georgia? For Client Onboarding Remote jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Remote jobs in Georgia look for? The top searched job categories for Client Onboarding Remote jobs in Georgia are:
What cities in Georgia are hiring for Client Onboarding Remote jobs? Cities in Georgia with the most Client Onboarding Remote job openings:
Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in Georgia as of July 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 100% Remote job distribution.
Onboarding Controller

Onboarding Controller

BELAY - Corporate

Atlanta, GA • On-site, Remote

Full-time

Posted 5 days ago

BELAY rating

7.4

Company rating: 7.4 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

219th of 487 rated business services

Job description

Job title
Onboarding Controller
Department
BELAY Financial
Reports to
Senior Accounting Manager, Financial Solutions
Classification
Full-Time/Exempt
Work Location
Remote
Travel Requirement
Occasional travel is required, including attendance at BELAY's annual company Summit and other business meetings as needed.
Job purpose
The Onboarding Controller establishes the accounting foundation for long-term client success by leading new clients through a structured onboarding process. This role assesses and organizes financial records, resolves complex accounting issues, develops scalable accounting processes, and prepares clients for a seamless transition to the recurring accounting team. The Onboarding Controller combines technical accounting expertise, project management, and client consultation to deliver accurate financial information and an exceptional onboarding experience.
Essential Functions
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision, and core values while fostering a collaborative and positive team environment.
  • Lead multiple client onboarding engagements, managing project timelines, milestones, deliverables, and expectations.
  • Serve as the primary client contact throughout onboarding, providing clear updates and coordinating access to required systems, documentation, and financial information.
  • Assess clients' accounting records, processes, and reporting needs to develop prioritized onboarding and clean-up plans.
  • Lead accounting clean-up activities, including historical reconciliations, transaction classification, prior-period corrections, and resolution of incomplete or inaccurate records.
  • Review balance sheet accounts, charts of accounts, financial statements, and supporting documentation to identify and resolve discrepancies.
  • Develop and document scalable accounting processes that support an accurate and efficient monthly close.
  • Prepare and present initial financial reports, incorporate client feedback, and confirm reporting accuracy.
  • Coordinate with bookkeeping and other internal teams to resolve accounting issues and ensure onboarding work meets established standards.
  • Identify project risks, scope concerns, and timeline changes, escalating issues to leadership when appropriate.
  • Prepare transition documentation and transfer knowledge to the recurring accounting team to support a seamless client handoff.

Minimum Qualifications
  • Bachelor's degree in Accounting, Finance, Business, or a related field, or an equivalent combination of education and relevant experience.
  • Six or more years of progressive accounting experience.
  • Experience managing financial close processes, account reconciliations, and complex accounting clean-up activities.
  • Experience leading client onboarding, accounting implementation, or historical clean-up engagements.
  • Experience preparing, reviewing, and explaining financial statements.
  • Demonstrated ability to manage multiple client engagements and meet competing deadlines.

Preferred Qualifications
  • Experience with QuickBooks Online, Fathom, Shopify, Cin7, Amazon, or comparable platforms.
  • Experience migrating accounting systems, integrating third-party applications, or implementing accounting technology.
  • Experience supporting small or mid-sized businesses across multiple industries.
  • Experience supporting inventory-based, e-commerce, project-based, or technology-focused businesses.
  • Experience transitioning clients from onboarding or implementation to ongoing accounting support.
  • Familiarity with budgeting, forecasting, financial KPIs, and tax concepts.

Skills & Competencies
  • Advanced knowledge of accounting principles, financial statements, reconciliations, and close processes.
  • Strong analytical, investigative, and problem-solving skills.
  • Strong client consultation and relationship management skills.
  • Clear and professional verbal and written communication skills.
  • Strong project management, organization, and time management skills.
  • Ability to prioritize multiple engagements and meet deadlines.
  • Ability to work independently and collaboratively across teams.
  • Ability to make informed decisions when information is incomplete or evolving.
  • Ability to learn new technologies and adapt to changing business needs.

Working Conditions
BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.
Physical Requirements
  • Prolonged periods of sitting and computer use.
  • Frequent participation in virtual meetings.
  • Ability to communicate effectively through video conferencing, email, and phone.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Direct Reports
None
Disclaimer
This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.
Equal Employment Opportunity
BELAY is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.
For Recruiter Only:
Salary Range: $60,000 - $85,000
Location Requirements:
This role is remote within the U.S. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon.

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