Client Onboarding Representative

FBSPL; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Pre-qualified leads

Mentorship

Performance-based pay

Flexible work setup

Long-term advancement

Job summary

Fusion Business Solutions (P) Limited is seeking a Client Onboarding Representative to help small and mid-sized businesses set up payment tools. You will speak with business owners, guide them through simple solutions, answer questions, and ensure a smooth start.

The role emphasizes conversation, problem-solving, and learning practical skills in a structured, people-focused environment. Training and growth opportunities are highlighted along with a supportive team culture.

Qualifications

• Customer-facing experience preferred, but not required.
• Strong communication and active listening skills.
• Positive, professional attitude with a willingness to learn.
• Comfortable working independently in this role.
• Basic computer and online meeting skills.

Responsibilities

• Speak with business owners to understand needs and recommend tools.
• Attend scheduled meetings and follow up with interested clients.
• Build relationships through clear, friendly communication.
• Keep track of activity and notes in the CRM system.
• Collaborate with the team to meet engagement goals.

Skills

Communication

Active listening

Customer service

Independent work

Tech proficiency

Tools

CRM software

Job description

We are hiring a Client Onboarding Representative to work with small and mid-sized businesses, helping them get set up with payment tools that support everyday operations. You will speak with business owners, walk them through simple solutions, answer questions, and help ensure a smooth start.

This position is a strong fit for someone who enjoys conversation, problem-solving, and learning practical skills in a structured, people-focused role.

What You'll Do

• Speak with business owners to understand their needs and recommend helpful tools
• Attend scheduled meetings and follow up with interested clients
• Build relationships through clear, friendly communication
• Keep track of activity and notes in the company's CRM system
• Collaborate with your team to meet engagement goals

What We're Looking For

• Customer-facing experience preferred, but not required
• Strong communication and active listening skills
• Positive, professional attitude with a willingness to learn
• Comfortable working independently in this role
• Basic computer and online meeting skills

What's Offered

• Pre-qualified leads and confirmed appointments provided
• Training, mentorship, and continued support
• Performance-based compensation with growth potential
• Flexible work setup and supportive team culture
• Opportunities for long-term advancement