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Client Onboarding Remote Jobs in Virginia (NOW HIRING)

ForgeFit

Remote Inside Sales Representative

Hampton, VA · On-site +1

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

ReminderMedia

Remote Account Executive

Chesapeake, VA · Remote

$65K - $125K/yr

As a Remote B2B Phone Sales Closer, you will play a critical role in driving our growth by ... Collaborate with internal teams to ensure seamless onboarding and client satisfaction. Requirements ...

Accounting Fly

Remote Senior Accountant

Richmond, VA · Remote

$75K - $85K/yr

Client Connection: Serve as the primary point of contact for your clients, answering their ... onboarding with a helpful, expert touch. * Advisory Support: Assist with budgeting and financial ...

King and Spalding LLP

Client Contracts Specialist

Mclean, VA · On-site +1

$100K - $130K/yr

... onboarding requests, and other related questionnaires, seeking input from Firm subject-matter ... Remote work is an option, subject to location approval by the Firm. Occasional travel to Atlanta ...

AO Globe Life

Remote CSR Agent Entry Level

Norfolk, VA · On-site +1

$14 - $19/hr

Remote Customer Service Representative | Client Success Specialist | Work From Home Company: Globe ... virtual onboarding, one-on-one coaching, licensing guidance, and continuous professional ...

RiskSpan

Senior Account Executive

Arlington, VA · On-site +1

Hybrid (Arlington, VA) or Remote (US) | Travel required About RiskSpan We build the analytics and ... Hand off cleanly to client onboarding and customer success, because a good handoff is part of the ...

RiskSpan

Senior Account Executive

Arlington, VA · On-site +1

$250K - $340K/yr

Hybrid (Arlington, VA) or Remote (US) | Travel required About RiskSpan We build the analytics and ... Hand off cleanly to client onboarding and customer success, because a good handoff is part of the ...

RiskSpan

Senior Account Executive

Arlington, VA · On-site +1

$250K - $340K/yr

Hybrid (Arlington, VA) or Remote (US) | Travel required About RiskSpan We build the analytics and ... Hand off cleanly to client onboarding and customer success, because a good handoff is part of the ...

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All JobsClient Onboarding JobsClient Onboarding Remote JobsClient Onboarding Remote Jobs in Virginia

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 Virginia?

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

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

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

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

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

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

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

Client Onboarding Remote jobs near you
Infographic showing various Client Onboarding Remote job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution.

Finance & Accounting Outsourcing Manager - NetSuite

Cherry Bekaert

Tysons Corner, VA • On-site, Remote

$101K - $192K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Key responsibilities

  • Manage the delivery of outsourced accounting and financial reporting services for a portfolio of client engagements.

  • Oversee client onboarding activities, including system implementations and process transitions.

  • Leverage NetSuite to support client accounting operations, reporting, and process optimization initiatives.

Cherry Bekaert rating

9.2

Company rating: 9.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

2nd of 23 rated bookkeepers and accountants

Job description

This position supports the continued growth of Cherry Bekaert's Finance & Accounting Outsourcing practice. The successful candidate will partner closely with other FAO leaders and play a key role in delivering NetSuite-focused outsourced accounting solutions to clients across a variety of industries.

As a Finance & Accounting Outsourcing (FAO) Manager, you will:

  • Manage the delivery of outsourced accounting and financial reporting services for a portfolio of client engagements.

  • Serve as a trusted advisor to clients, providing guidance on accounting operations, reporting, and business process improvement.

  • Lead, coach, and develop accounting professionals, including offshore team members.

  • Oversee client onboarding activities, including system implementations and process transitions.

  • Review financial statements, management reporting packages, reconciliations, and other client deliverables.

  • Leverage NetSuite to support client accounting operations, reporting, and process optimization initiatives.

  • Monitor engagement performance, resource utilization, and client satisfaction.

  • Identify opportunities to improve efficiencies through process enhancements and technology solutions.

  • Manage multiple client priorities while ensuring exceptional service and quality delivery.

What You Bring to the Role:

  • Bachelor's degree in Accounting, Finance, or related field.

  • CPA preferred.

  • 7+ years of progressive accounting experience, including management experience within a public accounting firm.

  • Experience providing outsourced accounting, client accounting advisory, or controllership services to multiple clients.

  • Strong NetSuite experience required, including financial reporting and accounting operations.

  • Experience with ERP implementations, system optimization, or accounting technology solutions preferred.

  • Strong knowledge of financial reporting, budgeting, forecasting, and management reporting.

  • Experience leading and developing accounting professionals, including remote and offshore team members.

  • Excellent project management, organizational, and client relationship management skills.

  • Highly analytical with the ability to manage competing priorities in a fast-paced environment.

What you can expect from us:

  • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on enabling you to further your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

  • Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

$101,000 - $192,600 per year

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.

2026 Cherry Bekaert. All Rights Reserved.

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