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Client Onboarding Remote Jobs in Indiana (NOW HIRING)

Accounting Manager

Indianapolis, IN · Remote

$100K - $125K/yr

Monitor deadlines and client workflow * Lead onboarding of new clients * Provide guidance on ... Flexible culture with case-by-case remote capability * Strong training environment with exposure to ...

Accounting Manager

Indianapolis, IN · Remote

$100K - $125K/yr

Monitor deadlines and client workflow * Lead onboarding of new clients * Provide guidance on ... Flexible culture with case-by-case remote capability * Strong training environment with exposure to ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

Showing results 41-60

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 Indiana?

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

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

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

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

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

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

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

Infographic showing various Client Onboarding Remote job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution.

IRxS: Data Analyst (Pharmacy Benefits)

Apex Benefits Group, Inc.

Indianapolis, IN • Remote

$72K/yr

Full-time

Posted 22 days ago


Job description

About Us

As a rapidly growing organization, Innovative Rx Strategies is distinguished by its commitment to advocating for clients both personally and financially while delivering measurable cost savings for employers and their employees.

Are you interested in joining a successfully growing organization that has been recognized for over a decade as a Best Place to Work, recipient of Healthiest Workplace awards, and The Platinum Bell Seal for Workplace Mental Health? If so, come join our Innovative Rx Strategies team of clinical experts!  

Our team serves employers, benefits brokers, TPAs, health care systems and health plans with deep understanding of the pharmacy benefits markets and health care industry trends. With expert knowledge we are committed to one mission — breaking down a complex industry to save our clients' money on their benefits programs and manage their cost trends.

Innovative Rx Strategies is an Apex Benefits Group, Inc. (ABG) company. ABG offers competitive benefits, flexible hybrid/remote work model, a collaborative team environment, and advanced training and development.

Job summary

The Data Analyst will play a critical role in supporting the Health and Pharmacy Analytics team by ensuring data integrity, delivering actionable insights, and driving operational excellence. This position requires strong analytical skills, attention to detail, and the ability to collaborate across departments to optimize workflows and enhance client reporting. The ideal candidate will be proactive, adaptable to evolving technologies, and committed to continuous improvement in data processes and visualization, while contributing to strategic initiatives such as enterprise data modernization.

The starting salary for this position begins at $72,500. Final compensation will be determined based on experience, qualifications, internal equity, and market considerations.

This is a remote position with travel requirements. Must be able to travel for meetings, training, conferences, and/or client visits approximately 2-4 times annually, including occasional overnight stays.

This role is U.S.-based and operates primarily within Eastern Time Zone. We have a preference in states where we currently employ team members, including Indiana, Ohio, Illinois, Kentucky, Texas, North Carolina, Tennessee, and Pennsylvania.

Summary of essential job functions/responsibilities

Data Management and Integration

  • Manage end-to-end client data ingestion, transformation, and deployment into secure cloud-based data warehouses
  • Oversee onboarding of new client data feeds and maintain implementation documentation
  • Collaborate with IT for secure data transfers and system enhancements
  • Implement data retention and privacy protocols in collaboration with the Privacy team
  • Ensure adherence to HIPAA and other regulatory requirements
  • Design and optimize enterprise-level data workflows to improve efficiency and scalability
  • Support enterprise migration to modern data platforms, including Microsoft Fabric, ensuring seamless integration and minimal disruption

Reporting and Data Visualization

  • Convert complex datasets into actionable insights and client-friendly visualizations
  • Maintain and deploy data visualizations (Power BI/Tableau) for internal and client use
  • Generate ad-hoc benefit and utilization reports to support client-specific requests
  • Build monthly, quarterly, and annual reports using tools like Power BI, Tableau, or SQL-based custom analysis
  • Conduct annual benefit reconciliations to ensure compliance with carrier financial performance metrics
  • Conduct disruption reporting for proposed benefit changes
  • Partner with clinical teams and account managers to deliver actionable insights for benefit design and cost containment

Quality Assurance and Compliance

  • Conduct rigorous QA checks on client reporting metrics to ensure accuracy and consistency
  • Develop scripts or workflows to automate recurring reporting and data validation tasks
  • Track KPIs for benefit programs and provide recommendations for optimization

Project and Process Support

  • Provide comprehensive support for RFP projects, including data preparation, validation, and collaboration with internal teams to ensure timely and accurate deliverables
  • Coordinate timelines and deliverables for cross-functional projects involving analytics and reporting.
  • Perform data cleansing, normalization, and validation for RFP submissions
  • Retrieve and validate Pharmacy Benefit Reports from internal systems to support Account Management and client deliverables

Minimum requirements

  • Bachelor’s degree required; Computer Science, Data Analytics, Health Informatics, Statistics, Mathematics, Information Systems, or a related field preferred
  • Minimum 3 years of experience working with large datasets and performing data validation, cleansing, transformation, and reconciliation activities
  • Proficient with SQL and other query-based technologies (e.g., Microsoft SQL Server, PostgreSQL, MySQL), with advanced skills in Microsoft Excel and the Microsoft 365 suite
  • Knowledge of healthcare, pharmacy benefit management (PBM), prescription drug claims, health plan operations, or related healthcare data environments preferred
  • Understanding of HIPAA requirements related to the collection, storage, and transmission of protected health information (PHI) preferred
  • Experience gathering business requirements and translating stakeholder needs into analytical solutions preferred
  • Strong attention to detail and intellectual curiosity, with a proven ability to investigate data anomalies, challenge assumptions, ensure data accuracy and quality, and continuously improve processes
  • Experience creating reports, dashboards, and data visualizations using tools such as Tableau, Power BI, or similar business intelligence platforms
  • A demonstrated aptitude for learning new software applications, questioning, and exploring data abnormalities
  • Exceptional organizational skills; ability to manage multiple projects simultaneously; prioritize work independently; manage and meet multiple deadlines; work quickly with minimal supervision; show independent judgement, accuracy, and initiative
  • Ability to learn and adapt to change quickly
  • Able to demonstrate and always maintain discretion and confidentiality
  • Must be able to function within a moderate noise level office environment
  • Must be proficient in Word, Excel, along with project and database management

Additional Information

Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status.

Employment Type: FULL_TIME