WFH - Client Onboarding Specialist

About the role

We are looking for client growth representatives with the ability to work remotely to drive revenue through client expansion and relationship development.

Responsibilities

• Manage and grow a portfolio of client accounts
• Identify upsell, cross-sell, and service expansion opportunities
• Congduct consultative conversations to uncover evolving client needs
• Present additional service solutions aligned with client goals
• Maintain accurate account notes, forecasts, and growth pipeline in CRM tools
• Collaborate with onboarding and operations teams to support client success

Requirements

• Experience in account management, client growth, or sales roles is a plus but not required
• Strong relationship-building and consultative selling skills
• Comfortable working independently in a remote environment
• Organized, detail-oriented, and goal-driven
• Strong written and verbal communication skills
• Experience in BPO, SaaS, or professional services preferred

Qualifications

• Self-motivated and proactive
• Excellent problem-solving and decision-making skills
• Ability to manage multiple tasks and priorities effectively
• Proficiency in CRM tools and Microsoft Office

Skills

• Client relationship management
• Sales and account management
• Consultative selling
• CRM proficiency

Benefits

• Competitive compensation with performance-based incentives
• Fully remote, work-from-home flexibility
• Benefits including medical, dental, vision, 401k, and paid time off
• Opportunities for career growth and advancement
• Ongoing training and leadership support
• Collaborative, client-focused team culture

Pay

Competitive compensation with performance-based incentives

Schedule

Fully remote, work-from-home flexibility