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Client Onboarding Remote Jobs in Oregon (NOW HIRING)

Client Success Coordinator

OR · On-site +1

$18.25 - $24.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support client onboarding by setting expectations, establishing timelines, and aligning goals ... Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays. * Remote-First ...

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

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

Client Success Coordinator

OR · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support client onboarding by setting expectations, establishing timelines, and aligning goals ... Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays. * Remote-First ...

Inside Sales Representative

OR · Remote

$40K - $45K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Remote (U.S.) Job Type: Full-Time Reports To: Sales Leader Compensation * Base Salary: $40,000 ... This position works closely with management and operations to ensure a seamless client onboarding ...

Location: Portland-Metro area - remote flexibility Salary: $24-31 an hour About the Role This ... This role balances hands-on general ledger work with leading client onboarding calls, recurring ...

Client Onboarding & Account Opening * Act as the primary contact for new commercial and business ... Prior experience working in a digital-first or remote banking environment preferred.

Sr. Project Engineer

$98K - $128K/yr

... new-client onboarding initiatives * Strong end-user and desktop support experience, including Microsoft Windows, Microsoft Office, desktops, laptops, mobile devices, and home or remote-office ...

Offshore teams are prepared and enabled to support rapid client onboarding and scaling from 20 100 ... Remote, US Type of Employment: Full-time, permanent FLSA Classification (USA Only): Exempt Work ...

Senior Client Communications Manager

$80K - $105K/yr

  • Retirement

  • PTO

Remote / Hybrid Eligible Budget: $80k - $105k DOE About the Role At PaulHood we are transforming ... Support onboarding and transition communications so clients understand what they signed up for ...

Digital Sales Representative - Remote

Portland, OR · Remote

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

... onboarding, direct mentorship, and a solid infrastructure designed to help entry-level reps thrive ... Client Retention: Develop enduring client trust and multi-year relationships by delivering ongoing ...

New

Remote Inside Sales Representative

Gresham, OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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

Portland, OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Your focus will be on identifying client needs, presenting tailored solutions, and closing deals ... Comprehensive onboarding and ongoing product training * Opportunities for professional development ...

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Showing results 1-20

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 Oregon?

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

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

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

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

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

Infographic showing various Client Onboarding Remote job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution.

Client Success Coordinator

TechnologyAdvice

OR • On-site, Remote

$18.25 - $24.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago


Job description

The opportunity

Our Client Success team ensures that every client has a seamless, positive, and results-driven experience. Each Client Success Coordinator owns a portfolio of accounts and acts as a trusted partner guiding clients from onboarding through program delivery. You will collaborate closely with our Sales and Operations teams to deliver successful campaigns and create lasting client value.

This role blends client relationship management, campaign execution, and data analysis. You'll manage multiple programs, analyze performance, turn results into actionable recommendations, and coordinate across teams to help our clients reach their marketing goals.

Location: United States

What you'll do
  • Build strong partnerships with clients by managing day-to-day communication, setting expectations, reviewing performance, sharing insights, and aligning on goals.
  • Manage multiple client portfolios and campaigns, keeping timelines, deliverables, and expectations on track.
  • Set up, monitor, and optimize client programs in Salesforce, ensuring campaign details and deliverables are accurate and troubleshooting issues as they arise.
  • Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders.
  • Analyze campaign performance and client feedback to identify trends, opportunities, and actionable recommendations.
  • Present campaign results and recommendations to clients, translating data into clear and meaningful insights.
  • Take ownership of account health by staying close to client goals and campaign performance, identifying risks early, and partnering with internal teams to resolve issues.
  • Partner closely with Sales and Operations to ensure seamless program execution and a positive client experience.
  • Identify opportunities to deepen client partnerships and surface relevant cross-sell or upsell opportunities.
  • Share ideas that help us improve our products and processes and create a more consistent client experience.
Who you are
  • 0-2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role. Internships and relevant early-career experience count.
  • A strong communicator who builds confidence through responsiveness, clarity, and professionalism with clients and teammates.
  • Highly organized and able to manage multiple accounts, campaigns, and changing priorities while following through on commitments.
  • A proactive problem-solver who asks thoughtful questions, takes initiative, and works to resolve issues before they escalate.
  • Experienced in analyzing data, identifying meaningful insights, and presenting findings and recommendations to clients or stakeholders.
  • Proficient in Google Sheets or Excel with the ability to organize data, build reports, and check work for accuracy.
  • Detail-oriented with a strong focus on the quality of campaign setup, reporting, and client deliverables.
  • Curious and eager to learn B2B demand generation, Salesforce, and the tools and processes that support successful client programs.
What we offer you
  • Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
  • Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
  • Remote-First Culture: Work from the comfort of your home.
  • Flexible PTO: Take the time you need, when you need it.
  • Health Coverage: Medical, dental, and vision plans for you and your family.
  • Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage.
  • 401K with Match: Secure your future with our company-matched retirement savings.
  • Paid Parental Leave: Support for new parents during life's special moments.
  • Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements.
  • Pet Insurance: Care for your furry family members.
  • Speaker Series Bonus: Present in our monthly speaker series and earn a bonus.
  • Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning.
  • Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years.
  • In-Office Perks: Enjoy catered lunches for our in-office team.

#LI-Remote

Work authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire in an employer approved US state and must maintain authorization to work in the United States throughout their employment with our company.