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Client Onboarding Remote Jobs in Utah (NOW HIRING)

Rocky Mountain Reserve

EDI Specialist

Provo, UT · On-site +1

$65K - $85K/yr

Remote Position Overview: We are a growing third party benefits administrator dedicated to helping ... Partner Onboarding & Integration: Lead the technical implementation and onboarding of new employer ...

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

$165K - $185K/yr

... onboarding process for new clients * Generate new business through referrals, firm‑generated leads, and personal networks * Consistently contribute to revenue growth and new client acquisition

RK Partners

Senior Wealth Advisor-Remote

Park City, UT · On-site +1

... onboarding process for new clients * Generate new business through referrals, firmgenerated leads, and personal networks * Consistently contribute to revenue growth and new client acquisition * Act ...

Two Chairs

Mental Health Therapist (Part-Time, W2)

Ogden, UT · Remote

$58.50 - $85/hr

... onboarding). For out-of-state residents, clinical rates range from $58.50 to $85.00/hour based on ... Spend less time on administrative notes and more time on client care with our optional built-in AI ...

Two Chairs

Mental Health Therapist (Part-Time, W2)

Logan, UT · Remote

$58.50 - $85/hr

... onboarding). For out-of-state residents, clinical rates range from $58.50 to $85.00/hour based on ... Spend less time on administrative notes and more time on client care with our optional built-in AI ...

Solventum

Anly Clinical Development

Murray, UT · On-site +1

$61K - $84K/yr

Code/modify client records to simulate client environment with product use * Add/validate content ... Remote- United States Travel: May include up to 5% [domestic/international] Relocation Assistance:

Circle

Lead KYC Analyst

Salt Lake City, UT · On-site +1

The Lead Analyst is responsible for end-to-end KYC lifecycle processes including onboarding ... Work effectively in a fully remote environment with teams spanning multiple time-zones (our team is ...

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All JobsClient Onboarding JobsClient Onboarding Remote JobsClient Onboarding Remote Jobs in Utah

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 Utah?

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

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

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

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

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

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

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

Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in Utah as of September 2026, with employment types broken down into 82% Full Time, 13% Part Time, 4% Contract, and 1% Nights. Highlights an 69% Physical, 3% Hybrid, and 28% Remote job distribution.

Drilling Optimization Specialist

Krux Analytics Inc.

Salt Lake City, UT • On-site, Remote

Full-time

Re-posted 24 days ago

Job description

This role is responsible for translating data insights into a strong value proposition for our stakeholders. By providing technical guidance, developing tailored reports, and building customized dashboards, you will help new users navigate the onboarding process more effectively and enable existing users to optimise their use of Krux software. You will ensure customers continue to get the most value from Krux.


Duties & Responsibilities

  • Use drilling data to create Power BI reports and dashboards that identify opportunities to improve clients' drilling efficiency.
  • Collaborate directly with customer stakeholders to understand their requirements and translate them into executable workflows and reporting tools that provide data driven insights.
  • Integrate reliable data from multiple sources, ensuring data quality and consistency, providing a unified view of the organization to support operational decision making.
  • Support implementation and onboarding of new clients to ensure a seamless transition to Krux software.
  • Support both new and existing users by sharing best practices that help teams quickly maximize the value of the software, embedding Krux into their daily workflows and driving long-term adoption.
  • Provide regular proactive support for our largest clients, ensuring ongoing alignment and success. Stay updated on industry best practices, emerging technologies, and trends in data analytics and visualization to continuously improve processes and solutions.
  • Submit development tickets for identified bugs, client requests, recommendations or improvements based on client and data trends.
  • Support business development teams providing technical guidance and recommendations for new and existing customers, including software overviews and capabilities, implementation best practices, reporting options.
  • Collaborate with the sales, customer success, product and delivery team as needed.
  • Work closely and collaboratively with our IMDEX colleagues.
  • Document and track client interactions within our CRM and ensure that support tickets are kept current and up to date.


Education & Training

  • Preference for bachelor's degree in Geology, Engineering, Data Management or other related field; will consider other relevant industry experience and combination of education and experience.
  • Training or certification in Power BI software tools is an asset.


Knowledge & Experience

  • 7+ Years of experience within the drilling, mining, or oil and gas industry.
  • 3+ years in report creation/dashboard development including an understanding of data visualization best practices and principles.
  • Knowledge of CRM system (Hubspot or other).
  • Intermediate to expert knowledge of Microsoft Office (Outlook, Word, PowerPoint).
  • Experience in communicating complex technical concepts to non-technical stakeholders.
  • Experience in distilling large amounts of data into key insights and manageable pieces of information.
  • Demonstrated experience in building client relationships, understanding their specific needs and managing expectations.
  • Customer support, sales and related experience is an asset.


Skills & Abilities

  • Highly analytical and statistical approach to problem solving.
  • Excellent verbal and written communication.
  • Experience with data visualization tools.
  • Detail oriented.
  • Creative problem solver.
  • Passionate about client care.
  • Embrace and learn new technology quickly.
  • Expand skills as needed based on changing industry and clients needs.
  • Work Independently, with limited direction.
  • Able to present ideas confidently and with clarity.
  • Communicate and work effectively across global teams and cultures.
  • Leadership.
  • Relationship Building.
  • Collaborative approach.
  • Organization.
  • Adaptability.


Working Conditions

Work Environment/Location

Canada or USA, preference for those located in Mountain, Pacific, or Central Time Zones; open to other locations based on experience and candidate (hybrid work policy may apply after probation period); up to 30% travel required, including overseas.


Language

Fluent in English. Additional languages (French, Spanish, Portuguese) would be an asset.


Hours / Shifts

Monday to Friday; 8 am to 5 pm, Hybrid policy in effect, remote work available depending on location.


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