Client Onboarding Specialist

Via; United States; Remote; USD 50,000 - 65,000; Full time

Benefits offered by this job

Performance bonuses

Structured training

Medical, dental and vision insurance

401(k)

Paid time off

Remote work

Job summary

Via is seeking a Client Onboarding Specialist to guide clients through the onboarding journey and ensure a smooth transition into active relationships. The role is fully remote in the United States, with a base salary of $50,000–$65,000 per year plus performance bonuses and incentives.

You’ll receive structured training and join a collaborative team, working with Sales and other internal teams to drive client success and growth.

Qualifications

• Excellent communication and relationship-building abilities.
• Confident speaking with customers via phone or video.
• Organized with attention to detail.
• Experience managing multiple client conversations remotely is a plus but not required.

Responsibilities

• Guide onboarding for new and prospective clients.
• Conduct onboarding calls to understand needs and goals.
• Explain services, processes and next steps clearly.
• Help prospects progress toward becoming active clients.
• Build positive relationships from the start of the customer journey.
• Coordinate scheduling, documentation and follow-up activity.
• Maintain accurate client information in the CRM.
• Work with Sales and internal teams to ensure smooth onboarding.
• Identify opportunities to improve onboarding experience.
• Contribute ideas to improve messaging and processes.

Skills

Strong communication

Relationship-building

Customer-focused

Organised

Remote-friendly

CRM familiarity

Tools

CRM systems

Video conferencing tools

Job description

Salary: $50,000–$65,000 per year + performance bonuses and incentives

Location: Remote, US

Working arrangement: Fully remote

Full-time | Permanent

About the opportunity

Via is partnering with a fast-growing services business looking for a Client Onboarding Specialist to help turn interested prospects into successful long-term clients.

You’ll work with new and prospective customers once initial interest has been established, guiding them through the onboarding journey, understanding what they’re looking for and making sure they have a smooth transition into an active client relationship.

This is a great opportunity for someone who enjoys working with people and combines strong customer service with a commercial mindset. You don’t need extensive onboarding experience – backgrounds in customer service, customer success, account management, sales support or other client‑facing roles could all translate well.

You’ll receive structured training and work remotely as part of a collaborative team.

What you’ll be doing

• Guide new and prospective clients through the onboarding process
• Conduct onboarding calls to understand each client’s needs and goals
• Explain services, processes and next steps clearly and confidently
• Help interested prospects progress towards becoming active clients
• Build positive relationships from the beginning of the customer journey
• Answer questions and resolve potential concerns during onboarding
• Coordinate scheduling, documentation and follow‑up activity
• Make sure clients have everything they need for a smooth start
• Maintain accurate client information and notes within the CRM
• Follow up with prospective and newly onboarded clients
• Work closely with Sales and other internal teams
• Identify opportunities to improve the onboarding experience
• Contribute ideas to improve messaging, processes and client conversion
• Work towards relevant onboarding, conversion and customer experience targets

What we’re looking for

• Strong communication and relationship‑building skills
• Confidence speaking with customers over the phone or video
• Friendly, professional and customer‑focused approach
• Good organisation and attention to detail
• Comfortable managing multiple client conversations and follow‑ups
• Ability to understand customer needs and recommend appropriate next steps
• A proactive, solution‑oriented mindset
• Comfortable working independently in a fully remote environment
• Confidence using digital systems and learning new technology
• Motivation to contribute within a growing, performance‑focused business

Previous experience in client onboarding, customer success, account management, sales, customer service or client support would be useful but isn’t essential.

We’re open to candidates from a range of customer‑facing backgrounds who can demonstrate excellent communication skills, organisation and the ability to build strong relationships.

Why apply?

• Performance‑based bonuses and incentives
• Structured training and onboarding
• Medical, dental and vision insurance
• 401(k)
• Paid time off
• Opportunity to join a fast‑growing business
• Collaborative working environment
• Visible impact on client experience and business growth
• Opportunity to develop experience across onboarding, customer success and sales

If you’re a strong communicator who enjoys helping customers, building relationships and creating a great experience from the very first conversation, we’d like to hear from you.