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Client Onboarding Remote Jobs in Missouri (NOW HIRING)

e2E, LLC

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

... remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City ... The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ...

e2E

Client Onboarding Consultant

Kansas City, MO · On-site +1

$75K - $90K/yr

... remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City ... The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by ...

The Hiring Platform

Remote Services Coordinator

Springfield, MO · Remote

$18 - $22.75/hr

Coordinate client service requests * Research options based on individual needs * Organize ... Comprehensive onboarding * Training and continuing education * Access to online tools and resources

Posted today

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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 Missouri?

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

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

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

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

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

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

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

Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in Missouri as of August 2026, with employment types broken down into 80% Full Time, 14% Part Time, and 6% Contract. Highlights an 100% Remote job distribution.

Client Onboarding Consultant

e2E, LLC

Kansas City, MO • On-site, Remote

$75K - $90K/yr

Full-time

Medical, Retirement

Re-posted yesterday

Job description

Accounting Consultant
519 Southwest Blvd, Kansas City, MO 64108, USA
This position is based in the Kansas City, MO area, and offers remote and hybrid work arrangements. Applicants should either currently reside in the Kansas City Metro area or reside in one of the following states where e2E is already established: AL, AZ, FL, IL, KS, KY, MO, SC, TN, TX.
e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing the strategic finance, human resources, payroll services, and/or tax expertise they need to succeed, freeing them to focus on the growth and profitability of their businesses.
To learn more about e2E, visit our website at www.e2ekc.com.
The Client Onboarding Consultant plays a critical role in successfully onboarding new clients by coordinating and executing assigned accounting and finance-related onboarding tasks. This role partners closely with internal teams and clients to ensure a smooth, accurate, and scalable transition into e2E's services, delivering
Essential Duties and Responsibilities
  • Contribute to the development, documentation, and ongoing refinement of a comprehensive, client-focused, and scalable client onboarding process for e2E.
  • Create, own, and manage assigned client onboarding activities, serving as a key point of contact for accounting and finance-related onboarding tasks.
  • Review prospect introduction call notes and recordings to understand client goals, engagement scope, and onboarding requirements.
  • Develop onboarding request lists, timelines, schedules, and agendas, and actively monitor progress against internal and client service-level agreements (SLAs).
  • Proactively communicate status updates, risks, scheduling changes, or deviations to the Chief Client Success Officer and the Client Onboarding team.
  • Establish and manage onboarding schedules and task calendars for each assigned client.
  • Coordinate payroll setup activities, including transitioning payroll providers when required.
  • Perform general ledger mapping and ensure alignment with e2E accounting standards.
  • Review, update, and correct client accounting records to ensure accurate accounting practices and compliance.
  • Identify and implement efficiencies within client accounting files, including bank rules, automated processes, and report generation.
  • Produce the first month of full-charge bookkeeping for new clients as part of the onboarding process.
  • Ensure accuracy and completeness of all adjusting journal entry schedules.
  • Draft accounting manuals and onboarding checklists for new clients using established templates.
  • Facilitate a smooth handoff and transition of clients from onboarding to the internal accounting team.
  • Initiate and implement continuous improvement efforts to enhance the onboarding experience, internal workflows, efficiency, and scalability.
  • Perform additional onboarding tasks and client-related projects as assigned.

Minimum Requirements
  • Bachelor's degree in accounting required; CPA preferred.
  • Six (6) or more years of relevant accounting or financial operations experience.
  • Strong accounting and financial operations knowledge, including systems setup and project management.
  • Hands-on experience performing bank and credit card reconciliations, accounts payable and receivable, payroll processing, monthly close, adjusting journal entries, and financial statement preparation.
  • Experience setting up and running payroll preferred.
  • Proficiency with QuickBooks Online is required; experience with other accounting software like Ramp is a plus.
  • Skilled in Microsoft Office Suite, document-sharing platforms (Dropbox, etc.), and virtual collaboration tools (e.g., Zoom, GoToMeeting).
  • Exceptional customer service skills with a client-centric mindset.

Knowledge, Skills, and Abilities
  • Exceptional attention to detail with the ability to execute onboarding tasks accurately and efficiently.
  • Excellent written and verbal communication skills, with the ability to communicate professionally and effectively with clients and internal stakeholders.
  • Highly organized and capable of managing multiple client onboardings simultaneously in a fast-paced environment.
  • Expert project management, problem-solving, and troubleshooting skills.
  • Comfortable learning and leveraging new technologies to improve processes and client outcomes.
  • Self-motivated, accountable, and focused on continuous improvement.

Benefits
  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including healthcare and retirement plans.
  • Professional development opportunities and ongoing training.
  • Collaborative and innovative work environment.
  • Opportunity to work with diverse and exciting clients.
  • Company culture that values creativity, initiative, and growth.

Additional Information: All offers are contingent on successful completion of a background screen.
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About e2E

Sourced by ZipRecruiter

Industry

Business management consulting

Company size

11 - 50 Employees

Headquarters location

Kansas City, MO, US

Year founded

2013

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