2

Client Onboarding Remote Jobs in Utah (NOW HIRING)

Account Executive - Remote What do we do? ACD Direct, Inc. is an innovative, virtual company that ... Coordinate new client start-up, onboarding and launch of new clients with all relevant stakeholders.

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 ...

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

... 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 ...

... 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 ...

... 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 ...

Anly Clinical Development

Murray, UT

$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:

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 ...

Showing results 41-60

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 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:

Infographic showing various Client Onboarding Remote job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, and 7% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution.

Account Executive

ACD Direct

Farmington, UT • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Job description

Account Executive - Remote


What do we do?

ACD Direct, Inc. is an innovative, virtual company that thrives on brokering solutions for our non-profit clients. ACD's heartbeat and competitive edge is powered by our people. Our company has grown from providing routine call center services to providing high-level, full-scale donor support resources and products. Our proprietary scripting engine, web forms and custom-built reporting enable clients to successfully conduct large-scale fundraising campaigns with accuracy and creativity.


Limitations:

>>>>> Due to our current client contracts, we are unable to hire INTERNATIONALLY and in these states at this time: CT, MA, DE, DC, NJ, NY, NV, ND, CA, CO, OR, RI, MD, MT, MN, ID, WY, WA, AK, HI, PR

All applicants applying from these states or internationally unfortunately cannot be considered.


Summary of Role

The Account Executive owns the end-to-end client experience for their portfolio, serving as both the client's trusted advisor and ACD's advocate. This role is responsible for proactively managing client relationships, anticipating needs, and driving deliverables and deadlines to completion. The Account Executive partners closely with internal teams (IT, call center, and others) to resolve issues quickly, ensures the accuracy and integrity of client data, and makes sound business decisions that balance client satisfaction with ACD's operational and financial interests. Above all, the Account Executive is committed to delivering a proactive, high-touch experience that makes every client feel like a priority.


Work Schedule & Availability:

Company business hours are 9:00 AM - 6:00 PM EST, Monday through Friday.

Account Executives are expected to work a full-time schedule within these business hours (for example, 8:30 AM - 5:00 PM EST). Specific work schedules may vary based on business and client needs.

Because we support clients across multiple time zones and business needs, this role requires flexibility to work occasional evenings, weekends, and participate in a rotating on-call schedule. On-call responsibilities are shared across the team. Specific scheduling expectations, on-call rotation frequency, and responsibilities will be discussed during the interview process and onboarding.


What will you do?

  • Maintains and nurtures existing client relationships.
  • Functions as liaison between client companies and operations staff.
  • Ensures MSA/SOWs remain current.
  • Cultivates 20% or more growth of existing client base from previous calendar year.
  • Conducts weekly/bi-weekly status meetings with ALL DRTV and For-profit clients.
  • Conducts pre-drive meetings with all Non-profit PBS/NPR clients two weeks prior to the start of the drive (excludes Tier 1 MSB Clients).
  • Conducts post drive meetings with all Non-profit PBS/NPR clients within two weeks post drive.
  • Maintain and grow average number of products for client portfolio to at least 3.5 products per Client.
  • Ensures all emails, tickets and programming tasks assigned are responded to within twenty-four business hours of receipt.
  • Coordinate new client start-up, onboarding and launch of new clients with all relevant stakeholders.
  • Serves as the client's primary point of contact and trusted advisor, owning relationship strategy and driving short- and long-term initiatives to completion with consistency and follow-through.
  • Owns the health of assigned accounts by proactively monitoring for signs of client dissatisfaction or risk, escalating issues early, and balancing client advocacy with ACD's business priorities to drive retention and long-term growth.
  • Builds strong cross-functional partnerships internally to advocate for client needs, drive alignment on deliverables, and ensure consistent follow-through that delivers an exceptional client experience.
  • Additional duties as assigned by management.

What does it take?

  • Bachelor's degree (B.A./B.S.) in related field or equivalent experience.
  • One to two years related experience or equivalent.
  • Commitment to excellence and high standards.
  • Strong organizational, problem-solving, and analytical skills.
  • Ability to manage priorities and workflow.
  • Independent, Critical Thinking.
  • Strong organizational skills.
  • Acute attention to detail.
  • Creative, flexible, and innovative collaborator.
  • Proven ability to manage multiple projects and meet deadlines.
  • Strong people skills.
  • Ability to deal effectively with a variety of individuals at all organizational levels.
  • Good judgement with the ability to make timely and sound decisions.


Competencies

Analytical-Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.

Customer Service-Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Interpersonal Skills-Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.

Teamwork-Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Change Management-Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.

Delegation-Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.

Professionalism-Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.


How we will support you?

- Remote Work - No commute time to the office

- Equipment Provided:

Laptop

Headset

Monthly Internet Stipend

- Benefits:

Medical/Vision and Dental Insurance

Flexible Spending Account / Health Savings Account

Personal Accident Insurance

401(k)/Roth with matching

Tiered PTO based upon length of employment

Discounts & Life Services offered through Optum EAP

- Team Environment - The opportunity to work with a great team who strives for excellence, where the average tenure is well over 6 years. (Not bad for a company who has been in business for 20 years!)

**ACD Direct, Inc. is an equal opportunity employer and values diversity. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on any status protected under federal, state, or local law.