Client Onboarding Specialist

Job is Expired

Location: Remote

Compensation: To Be Discussed

Reviewed: Thu, Jul 10, 2025

Job Category: Healthcare

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Entry Level, Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Client Onboarding Advisor.

Key Responsibilities

Act as the primary point of contact for a portfolio of clients, building trusted relationships
Coordinate service delivery across various teams to ensure timely and seamless service
Monitor client progress and milestones, addressing any issues proactively

Required Qualifications

Proven success in a client-facing or account management role
Experience coordinating services across multiple departments or specialties
Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
Salesforce or equivalent CRM experience preferred
Bachelor's degree is a plus

COMPLETE JOB DESCRIPTION

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Job is Expired

Company Overview

Company Company Name

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Website

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