ZipRecruiter

Log In

1

Commission Client Onboarding Jobs in Indiana (NOW HIRING)

CX Institutional LLC

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

They offer a uniquely client-centric approach to wealth management through commission-free ... systems use, onboarding/offboarding updates, etc * Remain knowledgeable in the policies and ...

next page

Showing results 1-20

All JobsClient Onboarding JobsCommission Client Onboarding JobsCommission Client Onboarding Jobs in Indiana

Commission Client Onboarding information

What is commission client onboarding?

Commission Client Onboarding refers to the process of integrating new clients into a company's commission-based services or platforms. This role typically involves verifying client information, setting up accounts, ensuring compliance with regulatory requirements, and facilitating the initial stages of the client relationship. The onboarding specialist acts as a liaison between the client and internal teams to ensure a smooth transition and a positive first impression. Effective client onboarding is essential for building trust and long-term business relationships. It often requires strong communication skills, attention to detail, and a solid understanding of the company's commission structures and compliance policies.

What are common challenges faced during the commission client onboarding process, and how can they be addressed?

A common challenge in commission client onboarding is coordinating between multiple teams—such as compliance, sales, and operations—to ensure all client documentation is accurate and complete. Delays can occur if required information is missing or if regulatory requirements change. Successful onboarding professionals proactively communicate with clients and internal stakeholders, stay updated on compliance changes, and use checklists or workflow tools to track progress. Building strong relationships with internal teams also helps to quickly resolve issues as they arise.

What are the key skills and qualifications needed to thrive as a commission client onboarding specialist, and why are they important?

To thrive as a Commission Client Onboarding Specialist, you need strong knowledge of financial products, regulatory compliance, and client relationship management, often supported by a degree in finance or business. Familiarity with onboarding platforms, CRM systems, and KYC/AML compliance tools is typically required. Exceptional attention to detail, problem-solving skills, and effective communication help facilitate smooth client experiences and collaboration with internal teams. These skills are crucial to ensure accurate account setup, regulatory adherence, and client satisfaction in a highly regulated environment.

What is the difference between Commission Client Onboarding vs Customer Success Specialist?

AspectCommission Client OnboardingCustomer Success Specialist
CredentialsRelevant certifications in sales, onboarding, or client managementCertifications in customer service, account management, or related fields
Work EnvironmentTypically in sales, finance, or client onboarding teams within various industriesUsually in customer service, account management, or client support teams
Employer & Industry UsageUsed in sales-driven industries like finance, SaaS, or consultingCommon in tech, SaaS, and service industries focusing on client retention
Search & Comparison IntentPeople comparing onboarding roles focused on sales commissionsPeople looking into client retention and post-sale support roles

Commission Client Onboarding focuses on guiding new clients through the onboarding process with an emphasis on sales commissions, while Customer Success Specialists prioritize ongoing client satisfaction and retention. Both roles involve client interaction but differ in their primary goals and metrics.

How to become a commission client onboarding specialist?

To become a commission client onboarding specialist, candidates typically need strong communication and organizational skills, experience with customer relationship management (CRM) tools, and knowledge of sales or onboarding processes. Relevant certifications or training in sales, customer service, or project management can enhance prospects. Prior experience in client-facing roles is often preferred.

What are the most commonly searched types of Client Onboarding jobs in Indiana?

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

What cities in Indiana are hiring for Commission Client Onboarding jobs?

Cities in Indiana with the most Commission Client Onboarding job openings:

Commission Client Onboarding jobs near you

Business Development Manager - Commercial Cleaning Industry

Integrity Facility Solutions Inc

Evansville, IN • On-site

$55K - $65K/yr

Full-time

PTO

Posted 8 days ago

Job description

 
About Integrity Facility Solutions
We're a family-owned business with over 10 years of success serving clients across Indiana, Illinois, and Kentucky. Our reputation has been built on strong client relationships, exceptional service, and a team of dedicated professionals who take pride in their work.
At Integrity Facility Solutions, we foster a culture of respect, collaboration, and accountability. We believe our people are our greatest asset, which is why we invest in their growth through competitive compensation, paid time off, professional development, and opportunities to build long-term careers.
If you're looking for a company where your work makes a real impact and your contributions are recognized, we'd love to hear from you.
Position Summary
Integrity Facility Solutions is seeking a motivated and results-driven Business Development Manager to help drive the company's continued growth by identifying, developing, and securing new commercial cleaning and facility service opportunities throughout Indiana and surrounding regions.
This is a hunter-focused role designed for a sales professional who enjoys creating opportunities rather than waiting for them. The ideal candidate is proactive, relationship-driven, and energized by prospecting, networking, and building lasting client partnerships.
As the Business Development Manager, you will manage the full sales cycle from generating leads and conducting discovery meetings to preparing proposals, negotiating contracts, and closing new business.
You'll also collaborate closely with our Operations team to ensure successful client onboarding while identifying opportunities to strengthen existing client relationships through expanded service offerings.
This position offers the opportunity to make a meaningful impact on the company's growth while building a rewarding career with a growing organization that values integrity, accountability, and continuous improvement.
Key Responsibilities
Business Development & Client Acquisition
  • Develop and execute business development strategies to generate new commercial cleaning and facility service opportunities.
  • Prospect through cold calling, email outreach, networking, referrals, and in-person visits.
  • Build and maintain a strong pipeline of qualified prospects.
  • Schedule and conduct discovery meetings, facility walkthroughs, and client presentations.
  • Prepare proposals, pricing recommendations, and customized service solutions.
  • Negotiate contracts and successfully close new business opportunities.
  • Consistently achieve established sales activity and revenue goals.
Client Success & Growth
  • Build long-term relationships with clients through professionalism, responsiveness, and exceptional service.
  • Identify opportunities to expand services within existing client accounts.
  • Support contract renewals and long-term client retention strategies.
  • Partner with Operations to ensure successful client onboarding and seamless service transitions.
Sales Process & Collaboration
  • Maintain accurate CRM records, sales pipeline updates, and revenue forecasts.
  • Analyze market trends, client feedback, and sales performance to identify opportunities for improvement.
  • Follow established sales processes while helping improve efficiency and the overall client experience.
  • Work closely with Operations leadership to support sustainable, profitable company growth.
Key Qualifications
  • 3-5+ years of experience in Business Development, B2B Sales, Outside Sales, or a related field.
  • Proven ability to generate new business and build lasting client relationships.
  • Experience achieving ambitious sales goals in a service-based or commercial environment.
  • Commercial cleaning, facility management, or related industry experience preferred.
  • Strong communication, presentation, negotiation, and relationship-building skills.
  • Experience using CRM systems and Microsoft Office applications.
  • Self-motivated with the ability to work independently while managing multiple sales opportunities.
  • Valid driver's license and reliable transportation required.
  • Bachelor's degree in Business, Marketing, or a related field preferred.
Work Environment
This position combines office-based work with client meetings, facility walkthroughs, networking events, and regional travel. Success in this role requires flexibility, professionalism, strong organizational skills, and the ability to work both independently and collaboratively with Operations leadership to support company growth.
CompensationBase Salary: $55,000 - $65,000 annually, based on experience
Incentives: Uncapped Commission
Benefits
  • Paid Time Off
  • Paid Holidays
  • Mileage Reimbursement
  • Professional development opportunities
  • A supportive, growth-oriented culture built on integrity, accountability, and teamwork
A Message from our Business Owner:
Hi, my name is Justin O'Neal. I'm the founder of Integrity Facility Solutions (IFS). (Yes, this is me writing this, not some marketing person) We are based in Evansville, IN. If you are looking for a job in a laid-back work environment that is professional, but not stuffy, without the corporate politics you must deal with at other companies, then read on. We're looking for people that are nice, really good at their job, love documentation & processes, and above all else have empathy for our clients and employees. We treat our employees and our clients great, and it requires someone with that same mindset. We also work hard but have fun solving challenges for our clients. This isn't the typical Manager position, we're looking for someone that seeking an opportunity for growth, financially and professionally. Nobody has an "employee number" here. They have a name, a family, a dog, a house, and a real purpose in our organization. If this sounds like a culture that you want to be a part of, great, please apply. If this isn't your cup of tea, no hard feelings. We have amazing people and no political power struggles. We want to keep it that way! :)
Justin O'Neal, CEO, Integrity Facility Solutions
Ready to Apply?
If you're a motivated sales professional who enjoys building relationships, creating opportunities, and driving measurable business growth, we'd love to hear from you!
Join Integrity Facility Solutions and become part of a team that values integrity, collaboration, and long-term success.
Apply today and take the next step in your career with Integrity Facility Solutions.