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Client Onboarding Remote Jobs in Raleigh, NC (NOW HIRING)

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... onboarding, pre-qualified leads, and ongoing mentorship. Join The Roethlisberger Agency A Remote Opportunity in Insurance Sales & Client Services The Roethlisberger Agency is a growing, independent ...

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 Account Executive

Raleigh, NC · 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 ...

Remote Account Executive

Raleigh, NC · 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 ...

Schedule & Support: Fully remote position Set your own schedule and complete tasks when it ... Complete a client entrance exam to ensure you're ready for the live project. * Onboarding & Launch:

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Client Onboarding Remote information

See Raleigh, NC salary details

$14

$31

$52

How much do client onboarding remote jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for client onboarding remote in Raleigh, NC is $31.13, according to ZipRecruiter salary data. Most workers in this role earn between $25.24 and $33.89 per hour, depending on experience, location, and employer.

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 Specialist (Remote), and why are they important?

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 Raleigh, NC? The most popular types of Client Onboarding jobs in Raleigh, NC are:
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What job categories do people searching Client Onboarding Remote jobs in Raleigh, NC look for? The top searched job categories for Client Onboarding Remote jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Onboarding Remote jobs? Cities near Raleigh, NC with the most Client Onboarding Remote job openings:

Benefits Coordinator (Fully Remote)

McQuade Organization

Durham, NC • Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago


Job description

In this role, you’ll support clients in understanding their benefit options and ensure they receive an exceptional experience from start to finish. This position focuses on client support, benefits guidance, and clear communication in a fully remote environment.

-Serve as a primary point of contact for clients regarding their employee benefits -Explain benefit options including health, dental, vision, life, and supplemental plans in a clear, easy-to-understand way -Recommend solutions tailored to clients’ needs and help them make informed decisions -Host virtual meetings to review benefits, plan updates, and enhancements -Build strong client relationships and identify opportunities to expand the services they use -Provide responsive support to ensure a smooth and positive client experience -Collaborate with internal teams to ensure accurate information and timely responses - Act as the main point of contact for clients regarding their employee benefits, including health, dental, vision, life, disability, and retirement plans. - Help clients understand their benefit options, explain costs and features, and recommend solutions tailored to their organizational goals. - Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment - Stay up to date on benefits offerings, company processes, and industry trends

-Strong communication and presentation skills—you can explain complex information clearly -Comfortable speaking with clients via phone and video (Zoom) -Organized and detail-oriented, able to manage multiple client needs -Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto) -Self-motivated and able to work independently in a remote setting -Positive attitude and willingness to learn