... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
... client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits ... remote setting -Positive attitude and willingness to learn
Client Support Advisor
Farmington Hills, MI · On-site +1
$36K - $75K/yr
Flexible hours and remote work are possible after training is completed. During the first 90 days ... client onboarding process and hand the file over to the legal production team • Follow up with ...
Client Support Advisor
Farmington Hills, MI · On-site +1
$36K - $75K/yr
Flexible hours and remote work are possible after training is completed. During the first 90 days ... client onboarding process and hand the file over to the legal production team • Follow up with ...
Support client onboarding process for all assigned client engagements in accordance with defined process. * Execute, as applicable, processes related to accounts payable and accounts receivable ...
Support client onboarding process for all assigned client engagements in accordance with defined process. * Execute, as applicable, processes related to accounts payable and accounts receivable ...
This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to ... Selected candidates will complete an onboarding and training program designed to support a ...
This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to ... Selected candidates will complete an onboarding and training program designed to support a ...
Remote Planning Consultant
Flint, MI · Remote
This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to ... Selected candidates will complete an onboarding and training program designed to support a ...
Remote Planning Consultant
Flint, MI · Remote
This role involves managing client requests, organizing logistics, and ensuring a smooth, end-to ... Selected candidates will complete an onboarding and training program designed to support a ...
Remote Customer Service Representative
Lansing, MI · Remote
$16.25 - $22/hr
The Customer Service Representative is responsible for assisting with client requests, organizing ... Selected candidates will complete onboarding and training designed to support a successful ...
Remote Customer Service Representative
Lansing, MI · Remote
$16.25 - $22/hr
The Customer Service Representative is responsible for assisting with client requests, organizing ... Selected candidates will complete onboarding and training designed to support a successful ...
Remote Accountant (Part-Time)
Ann Arbor, MI · On-site +1
$32 - $35/hr
Support client onboarding process for all assigned client engagements in accordance with defined process. * Execute, as applicable, processes related to accounts payable and accounts receivable ...
Remote Accountant (Part-Time)
Ann Arbor, MI · On-site +1
$32 - $35/hr
Support client onboarding process for all assigned client engagements in accordance with defined process. * Execute, as applicable, processes related to accounts payable and accounts receivable ...
Entry-Level Remote Customer Agent
Ann Arbor, MI · On-site +1
$90K - $120K/yr
Assess client needs and present personalized life, accident, and supplemental benefit options ... Training and Licensing Support Comprehensive onboarding and assistance with required licensing.
Entry-Level Remote Customer Agent
Ann Arbor, MI · On-site +1
$90K - $120K/yr
Assess client needs and present personalized life, accident, and supplemental benefit options ... Training and Licensing Support Comprehensive onboarding and assistance with required licensing.
Remote Sales & Engagement Associate
Detroit, MI · Remote
$85K - $150K/yr
Maintain trusted, long-term advisor relationships to ensure high client satisfaction ... Comprehensive onboarding pipeline designed to take you from beginner to top producer. * Incentives ...
Quick apply
Remote Sales & Engagement Associate
Detroit, MI · Remote
$85K - $150K/yr
Maintain trusted, long-term advisor relationships to ensure high client satisfaction ... Comprehensive onboarding pipeline designed to take you from beginner to top producer. * Incentives ...
Remote Inside Sales Representative
Detroit, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Remote Inside Sales Representative
Detroit, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Remote Inside Sales Representative
Warren, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Remote Inside Sales Representative
Warren, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Remote Inside Sales Representative
Lansing, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Remote Inside Sales Representative
Lansing, MI · On-site +1
Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...
Sales Associate (Remote with Trainings)
Detroit, MI · Remote
$85K - $150K/yr
Master each stage of the client acquisition and relationship management process * Develop ... Benefit from robust onboarding and continuous learning resources. * Cutting-Edge Systems: Access ...
Quick apply
Sales Associate (Remote with Trainings)
Detroit, MI · Remote
$85K - $150K/yr
Master each stage of the client acquisition and relationship management process * Develop ... Benefit from robust onboarding and continuous learning resources. * Cutting-Edge Systems: Access ...
Remote Direct Sales Representative
Detroit, MI · Remote
$85K - $150K/yr
As a Remote Entry Level Sales Representative, you will partner with individuals and families to ... client impact. How to Apply: Submit your resume today to be considered for our upcoming onboarding ...
Quick apply
Remote Direct Sales Representative
Detroit, MI · Remote
$85K - $150K/yr
As a Remote Entry Level Sales Representative, you will partner with individuals and families to ... client impact. How to Apply: Submit your resume today to be considered for our upcoming onboarding ...
Client Onboarding Remote information
What does a client onboarding remote professional do?
What are some common challenges faced when working in a remote client onboarding role, and how can they be overcome?
What is the difference between Client Onboarding Remote vs Customer Success Specialist?
| Aspect | Client Onboarding Remote | Customer Success Specialist |
|---|---|---|
| Credentials | Typically requires onboarding, communication, and customer service skills | Requires customer relationship management and product knowledge |
| Work Environment | Remote, often project-based onboarding processes | Remote or hybrid, ongoing customer engagement |
| Industry Usage | Common in SaaS, tech, and service industries | Widely 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 remote professional?
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Full-time
Medical, Dental, Vision, Life, Retirement
Posted 25 days ago
Job description
In this role, you’ll support clients in understanding their benefit options and ensure they receive an exceptional experience from start to finish. This position focuses on client support, benefits guidance, and clear communication in a fully remote environment.
-Serve as a primary point of contact for clients regarding their employee benefits -Explain benefit options including health, dental, vision, life, and supplemental plans in a clear, easy-to-understand way -Recommend solutions tailored to clients’ needs and help them make informed decisions -Host virtual meetings to review benefits, plan updates, and enhancements -Build strong client relationships and identify opportunities to expand the services they use -Provide responsive support to ensure a smooth and positive client experience -Collaborate with internal teams to ensure accurate information and timely responses - Act as the main point of contact for clients regarding their employee benefits, including health, dental, vision, life, disability, and retirement plans. - Help clients understand their benefit options, explain costs and features, and recommend solutions tailored to their organizational goals. - Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits offerings, company processes, and industry trends
-Strong communication and presentation skills—you can explain complex information clearly -Comfortable speaking with clients via phone and video (Zoom) -Organized and detail-oriented, able to manage multiple client needs -Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto) -Self-motivated and able to work independently in a remote setting -Positive attitude and willingness to learn