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CapitalB28

via Indeed

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Client Success & Onboarding Specialist – $22/hr (Remote)

Anywhere
full-time
Posted 9/17/2025
Verified Source
Key Skills:
Client onboarding
Communication skills
Organizational skills
Remote desktop
Customer service
Project management

Compensation

Salary Range

$53K - 64K a year

Responsibilities

Welcome and onboard new clients through calls, verify system setups, update project boards, and escalate technical issues.

Requirements

Requires professional video presence, excellent communication, strong organization, reliable internet, and willingness to learn software tools.

Full Description

About Us We’re a fast-growing trading education and automation company helping clients set up and manage professional trading systems. We pride ourselves on exceptional client service and smooth onboarding. Role Overview We’re hiring a full-time Client Success & Onboarding Specialist to welcome new clients, set them up on our systems, and ensure their first experience with us is seamless. This is not a sales role—it’s a dedicated client success position focused on communication, organization, and customer care. What You’ll Do • Host 15–20 minute welcome and onboarding calls with new clients. • Send login credentials and access details (email, Slack/Skool, VPS). • Verify installations and confirm everything works properly. • Update our project management board and internal systems to reflect client progress. • Respond promptly to client questions related to their onboarding process. • Escalate any technical issues to the support team. What We’re Looking For • Professional on-camera presence (business-professional attire and clean background). • Excellent verbal and written communication skills. • Reliable high-speed internet connection and quality microphone/headset. • Strong organizational skills and attention to detail. • Comfortable learning simple software tools (remote desktop, basic trading platform navigation—training provided). Compensation & Schedule • $22/hour, full-time (40 hrs/week). • Standard U.S. business hours with some flexibility to accommodate client time zones. • Eligible for performance-based raises as the company grows. Why Join Us • Stable, growing company with a collaborative culture. • Remote-first team—work from anywhere with a professional setup. • Opportunity to grow into senior client success or operations roles as we expand. To Apply: Please submit your resume and a brief cover letter highlighting your client service or onboarding experience. Job Type: Full-time Pay: $53,297.89 - $64,186.70 per year Application Question(s): • Do you have a dedicated, quiet workspace with professional background for video calls? Work Location: Remote

This job posting was last updated on 9/20/2025

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