... 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 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
Remote (U.S.) Travel: Regular travel to client locations, supplier facilities, and company ... Lead the planning, launch, and execution of complex client onboarding and transformation ...
Remote (U.S.) Travel: Regular travel to client locations, supplier facilities, and company ... Lead the planning, launch, and execution of complex client onboarding and transformation ...
Political Account Manager
Oakdale, MN · On-site +1
Director of Client Services Location: Saint Paul, MN or Remote About FLS Connect FLS Connect is a ... Oversee client onboarding, invoicing, and accounts receivable. * Draft and manage approval of ...
Political Account Manager
Oakdale, MN · On-site +1
Director of Client Services Location: Saint Paul, MN or Remote About FLS Connect FLS Connect is a ... Oversee client onboarding, invoicing, and accounts receivable. * Draft and manage approval of ...
Sales Representative
Grand Rapids, MN · On-site +1
$55K - $75K/yr
... client challenges, finds opportunity where others don't, and is never satisfied with a pipeline ... a remote position that includes travel to industry trade shows (4-6 per year). Initial onboarding ...
Sales Representative
Grand Rapids, MN · On-site +1
$55K - $75K/yr
... client challenges, finds opportunity where others don't, and is never satisfied with a pipeline ... a remote position that includes travel to industry trade shows (4-6 per year). Initial onboarding ...
Remote- Customer Experience Service
Minneapolis, MN · Remote
$16.75 - $22.75/hr
... client interactions. • Resolve concerns professionally, ensuring timely and effective solutions. Benefits • Remote position with flexible scheduling options. • Structured onboarding and ...
Remote- Customer Experience Service
Minneapolis, MN · Remote
$16.75 - $22.75/hr
... client interactions. • Resolve concerns professionally, ensuring timely and effective solutions. Benefits • Remote position with flexible scheduling options. • Structured onboarding and ...
Remote Customer Experience Coordinator
Minneapolis, MN · Remote
$18.75 - $24.50/hr
Respond to client inquiries via phone, email, and online messaging platforms. * Coordinate customer ... Comprehensive onboarding and training provided. * Performance-based growth opportunities.
Remote Customer Experience Coordinator
Minneapolis, MN · Remote
$18.75 - $24.50/hr
Respond to client inquiries via phone, email, and online messaging platforms. * Coordinate customer ... Comprehensive onboarding and training provided. * Performance-based growth opportunities.
Remote Inside Sales Representative
Minneapolis, MN · 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
Minneapolis, MN · 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
Saint Paul, MN · 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
Saint Paul, MN · 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 ...
Sr. Director, Credit Balance Operations - Remote
Plymouth, MN · Remote
$159K - $273K/yr
Ensure operational readiness for new capabilities and client onboarding * People & Organizational Leadership * Build and lead a high-performing leadership team across Credit Balance operations * Set ...
Sr. Director, Credit Balance Operations - Remote
Plymouth, MN · Remote
$159K - $273K/yr
Ensure operational readiness for new capabilities and client onboarding * People & Organizational Leadership * Build and lead a high-performing leadership team across Credit Balance operations * Set ...
Sr. Director, Credit Balance Operations - Remote
Plymouth, MN · On-site +1
$159K - $273K/yr
Ensure operational readiness for new capabilities and client onboarding * People & Organizational Leadership * Build and lead a high-performing leadership team across Credit Balance operations * Set ...
Sr. Director, Credit Balance Operations - Remote
Plymouth, MN · On-site +1
$159K - $273K/yr
Ensure operational readiness for new capabilities and client onboarding * People & Organizational Leadership * Build and lead a high-performing leadership team across Credit Balance operations * Set ...
Customer Service Representative - Full Benefits Consulting
Eden Prairie, MN · On-site +1
$16.25 - $22.25/hr
Open to Remote for candidates residing in Minnesota. How you'll make an impact * You'll help manage ... You'll also support client onboarding and implementation, along with best-practice calls and ...
Customer Service Representative - Full Benefits Consulting
Eden Prairie, MN · On-site +1
$16.25 - $22.25/hr
Open to Remote for candidates residing in Minnesota. How you'll make an impact * You'll help manage ... You'll also support client onboarding and implementation, along with best-practice calls and ...
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?

Full-time
Medical, Dental, Vision, Life, Retirement
Posted 24 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