Client Onboarding Representative

Talentoma; Utah; Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health coverage

Paid leave

401(k)

Maternity leave

Stipends

Job summary

Talentoma is hiring a Client Onboarding Representative. This fully remote role supports clients with activation, profile completion, and first-use questions from Utah, United States.

You will work with the customer service team, tools like HubSpot, Freshdesk, and Calendly, and maintain clear, thorough notes to ensure a positive onboarding experience. The position requires a 40-hour weekly commitment, scheduling flexibility, and strong communication skills.

Qualifications

• Must be able to guide clients through account setup and questions clearly.
• Strong verbal and written communication skills.
• Ability to prioritize requests and maintain organized notes.
• Authorized to work in the United States.

Responsibilities

• Monitor onboarding queue via calls, emails, and tickets to identify setup needs.
• Review requests for contact details, status, and required information before responding.
• Guide clients through activation, profile completion, and first-use steps with clear explanations.
• Log interactions and progress in a CRM (HubSpot) with accurate notes.
• Create/update service tickets in Freshdesk to show ownership and status.
• Coordinate onboarding meetings using scheduling tools like Calendly and follow up on steps.
• Route complex issues to the team lead or product support when needed.
• Use knowledge resources to provide consistent guidance and identify recurring questions.
• Maintain complete notes and confirm next steps with clients before closing a ticket.
• Meet quality targets with accuracy, timely turnaround, and dependable follow-up.

Skills

Active listening

Clear communication

Questioning & needs assessment

Prioritization & organization

Remote work readiness

Education

High school diploma or equivalent

Tools

HubSpot

Freshdesk

Calendly

Job description

Job Title: Client Onboarding Representative

Monthly Pay: $3,557 - $4,962 USD per month

Summary:

When clients begin using a product or service, this role helps them move from initial questions to confident next steps with clear, accurate guidance. The Client Onboarding Representative sits on the customer service team and works under a customer service team lead, supporting clients with account activation, profile completion, and first-use questions. This representative works closely with clients, the support team, product support contacts, and internal teams that assist with setup concerns. This is a fully remote, work from home position based in Utah, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary. By making each interaction understandable and well tracked, the role helps clients begin with the right information and a positive experience.

Job Responsibilities

• Monitor an onboarding queue, incoming calls, emails, and service tickets to identify new client questions and setup requests.
• Review each request for contact details, account status, requested assistance, and available product or service information before responding.
• Guide clients through account activation, profile completion, navigation, and first-use steps using clear, patient explanations.
• Enter accurate interaction details, setup progress, client questions, and next actions in a CRM such as HubSpot.
• Create and update service tickets in a support platform such as Freshdesk so open questions have clear ownership and status.
• Coordinate onboarding meetings or follow-up conversations through a scheduling and calendar tool such as Calendly when additional guidance is needed.
• Follow up with clients on incomplete setup steps, unanswered questions, or requested information within established team practices.
• Route complex product concerns, repeated access issues, or unclear setup needs to the customer service team lead or appropriate product support contact.
• Use approved knowledge resources to provide consistent guidance and share recurring client questions with the support team.
• Maintain complete notes after every interaction and confirm that clients understand the next step before closing a request.
• Meet quality expectations through accuracy, timely turnaround, complete notes, respectful communication, and dependable follow-up.

Qualifications

• High school diploma or equivalent.
• No experience required; related experience preferred in client-facing support, onboarding assistance, or administrative coordination.
• Familiarity with guiding people through account setup, answering product or service questions, and explaining steps in plain language.
• Ability to use a CRM such as HubSpot, a support platform such as Freshdesk, and a scheduling and calendar tool such as Calendly.
• Strong listening skills and the ability to ask focused questions to understand a client’s setup needs.
• Clear verbal and written communication skills for calls, emails, and service ticket updates.
• Ability to prioritize incoming requests, maintain organized notes, and follow established workflows with care.
• Reliable computer, high-speed internet, and a quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from home in Utah, United States.
• Structured onboarding and training on HubSpot, Freshdesk, Calendly, product resources, and team workflows.
• Regular check-ins with the customer service team lead for guidance, feedback, and questions.
• Opportunities to build client guidance, account setup, service coordination, and workflow documentation skills.
• Health coverage, paid leave, a 401(k), maternity leave, and stipends.