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Client Onboarding Remote Jobs in Tennessee (NOW HIRING)

... 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

Working directly with the Sales Team onboarding new clients * Training new clients, assisting ... Fully remote Hiring Manager Marc McCallister, President at ECPro US Contact: HR@ecpro.us

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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 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 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 the most commonly searched types of Client Onboarding jobs in Tennessee? The most popular types of Client Onboarding jobs in Tennessee are:
What are popular job titles related to Client Onboarding Remote jobs in Tennessee? For Client Onboarding Remote jobs in Tennessee, the most frequently searched job titles are:
What cities in Tennessee are hiring for Client Onboarding Remote jobs? Cities in Tennessee with the most Client Onboarding Remote job openings:
Infographic showing various Client Onboarding Remote job openings in Tennessee as of August 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 100% Remote job distribution.

Staff Accountant - Client Onboarding

Benaiah Consulting Group. LLC

Memphis, TN • Remote

$28 - $30/hr

Full-time

Posted yesterday

New


Job description

Implementation Staff Accountant | Fully Remote Opportunity

$28-30 per Hour + 100% Employer-Paid Benefits

Client-Facing Accounting Role | Build the Foundation for Every Client Relationship

If you're the kind of accountant who enjoys taking messy books and turning them into something clean, organized, and dependable, keep reading.

We've partnered with a rapidly growing outsourced accounting and advisory firm that is looking to add an Implementation Staff Accountant to help new clients successfully transition into the firm's accounting ecosystem.

This isn't repetitive monthly bookkeeping.

Every client is different.

Every engagement presents a new challenge.

Your work lays the financial foundation that allows every client relationship to succeed long after the onboarding process is complete.

If you enjoy solving problems, cleaning up financials, learning new industries, and bringing order to complexity, this could be an outstanding opportunity.

Why This Opportunity Is Worth Your Attention

• Every client is different. You'll work with businesses across multiple industries instead of performing the same monthly work over and over.

• Make an immediate impact. Your work creates the foundation for everything the client experiences moving forward.

• Continue growing professionally. You'll collaborate with accounting, payroll, tax, and advisory professionals while expanding both your technical and client communication skills.

• Structured systems without micromanagement. Leadership has developed proven processes and documented workflows while trusting their people to own their work.

• Technology-driven environment. You'll work extensively inside QuickBooks Online while integrating multiple business applications and technologies.

What You'll Do

• Clean up and standardize new clients' QuickBooks Online files

• Reconcile bank accounts, credit cards, loans, and other balance sheet accounts

• Review historical transactions and resolve accounting inconsistencies

• Prepare adjusting journal entries for accruals, payroll, depreciation, reclassifications, and other necessary corrections

• Prepare accurate financial statements that establish a reliable accounting foundation

• Assist with software implementations including payroll systems, POS integrations, and other third-party applications

• Maintain complete, organized workpapers throughout every implementation

• Communicate directly with clients to request information, answer questions, and keep projects moving forward

• Partner closely with the Implementation Manager and internal accounting team to ensure smooth client transitions

• Complete implementation projects within established timelines

• Recommend workflow improvements that enhance both the client experience and internal efficiency

What Success Looks Like

• Clients begin their ongoing relationship with clean, accurate financial records

• Projects stay organized, on schedule, and well documented

• Financial statements accurately reflect each client's business

• Clients receive proactive communication throughout the implementation process

• Internal accounting teams inherit organized files that require little additional cleanup

• Problems are identified early and solved proactively

What We're Looking For

• Experience in bookkeeping or accounting, preferably within public accounting, CAS, or an outsourced accounting environment

• Strong QuickBooks Online experience

• QuickBooks Online ProAdvisor certification is preferred or a willingness and ability to earn it quickly

• Solid understanding of reconciliations, journal entries, financial statements, payroll, accrual accounting, and month-end accounting processes

• Strong organizational skills with the ability to manage multiple implementation projects simultaneously

• Excellent written and verbal communication skills

• Comfortable working independently while collaborating with teammates throughout the day

• Curious, adaptable, and motivated to learn new technologies and accounting systems

• Associate's or Bachelor's degree in Accounting or a related field is preferred; applicable experience in a related capacity can suffice in exchange for a formal degree.

The Culture

This is a collaborative, fast-moving team that believes implementation is one of the most important parts of the client experience.

The expectation is not perfection.

The expectation is ownership.

Leadership values people who communicate early, stay organized, ask thoughtful questions, and genuinely care about producing exceptional work for every client.

You'll have the support, training, and resources needed to succeed while being trusted to take ownership of your responsibilities from day one.

If you enjoy solving problems, embracing technology, and helping clients start off on the right foot, you'll fit in well here.

Compensation and Benefits

• $28-30 per hour

• Fully remote work environment

• Professional development and certification opportunities

• Collaborative leadership team invested in your success

• Exposure to a wide variety of industries, businesses, and technologies

Interested?

If you're looking for more than routine bookkeeping and want to play a key role in helping clients successfully launch their relationship with a growing accounting and advisory firm, we'd love to start the conversation.