client onboarding specialist

Fresa Technologies

Job Title: Onboarding Specialist &ndash; ERP SoftwareLocation: Mannargudi Experience: Experienced candidates preferred (Freshers with strong communication and technical skills may also apply) Language Preference: English (Mandatory), Hindi (Added Advantage) Travel Requirement: Yes &ndash; Candidates should be open to travel for client onboarding and training sessions.About Fresa Technologies:Fresa Technologies is a leading ERP software provider for the Freight Forwarding and Logistics industry. We help logistics companies worldwide automate and streamline their operations with our powerful ERP solutions.Job Overview:We are seeking an Onboarding Specialist to handle end-to-end ERP software onboarding for new clients. The role involves client training, system configuration, and ensuring smooth implementation and user adoption. The ideal candidate will have good communication skills, customer-handling experience, and a willingness to travel to client locations when required.Key Responsibilities:<ul><li>Manage the onboarding process for new clients using Fresa ERP software.</li><li>Conduct client training, product demos, and implementation sessions.</li><li>Understand client business processes and configure the ERP system accordingly.</li><li>Coordinate with Implementation and Support teams to ensure timely project delivery.</li><li>Document onboarding progress, feedback, and issue resolutions.</li><li>Build and maintain positive relationships with clients throughout the onboarding journey.</li><li>Travel to client sites for implementation and training when required.</li></ul>Skills &amp; Qualifications:<ul><li>Bachelor&rsquo;s degree in Business, IT, or related field.</li><li>Experience in client onboarding, ERP implementation, or customer success is preferred.</li><li>Freshers with strong communication and learning ability are also welcome.</li><li>Excellent verbal and written communication skills.</li><li>Ability to explain technical concepts clearly to non-technical users.</li><li>Willingness to travel as per client project needs.</li><li>Hindi-speaking ability will be an added advantage.</li><li>Good knowledge of MS Office; familiarity with ERP or CRM systems is a plus.</li></ul>Job Types: Full-time, FresherBenefits:<ul><li>Cell phone reimbursement</li><li>Food provided</li><li>Health insurance</li><li>Internet reimbursement</li><li>Life insurance</li><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

Support Engineer-Onboard

Purelogics

Role Overview:We are looking for an experienced BD Growth Specialist to join our on-site team in Lahore. This role focuses on business development, client onboarding, and U.S. recruitment operations. You&rsquo;ll be responsible for acquiring new clients, understanding hiring needs, and collaborating with internal sourcing teams to deliver top-tier talent. You will be responsible for identifying new business opportunities, managing client relationships, and client retention.Responsibilities:<ul><li>Drive business development by targeting U.S.-based clients seeking recruitment and staffing services.</li><li>Lead end-to-end client onboarding, ensuring seamless communication between clients and delivery teams.</li><li>Conduct discovery calls and propose customized recruitment solutions.</li><li>Collaborate with internal teams to manage full-cycle recruitment across various industries.</li><li>Maintain and grow a pipeline of prospective clients through outbound efforts and relationship-building.</li><li>Negotiate contracts and terms with new clients in coordination with senior leadership.</li><li>Monitor hiring trends in the U.S. market and incorporate best practices into recruitment strategies.</li><li>Stay updated with global hiring trends, market shifts, and recruitment best practices.</li></ul>Requirements:<ul><li>Hands-on experience in recruitment and business development.</li><li>Proven track record in onboarding and managing U.S. staffing clients.</li><li>In-depth understanding of U.S. recruitment processes, tools, and client expectations.</li><li>Excellent interpersonal, negotiation, and communication skills.</li><li>Familiarity with ATS/CRM tools, sourcing platforms, and sales pipelines.</li><li>Ability to thrive in a fast-paced, performance-driven environment.</li></ul>Preferred Qualifications:<ul><li>Experience working with offshore/nearshore talent delivery models.</li><li>Strong network of U.S. hiring managers, MSPs, or VMS partners.</li><li>Background in both technical and non-technical recruitment verticals.</li></ul>Experience<ul><li>Min 2 Years</li></ul>Timings<ul><li>5 to 2am (onsite)</li></ul>About Us:PureLogics is a full services technology company with having presence in the USA, UAE, and in Lahore. Over the past 18+ years, we have matured from a narrowly-focused five-person team to a well-established technology hub with around employees. We&rsquo;re CMMI Level 2 and ISO Certified company and highly acclaimed AWS consulting partners.The success of our business mainly lies in building a team of A-players, who work together and build together, and who crave perfection in everything they produce for our elite clients. We offer the opportunity to young and enthusiastic individuals that are eager to take on tough challenges under our mentorship toward a bright future.What are we offering?<ul><li>Health Insurance</li><li>Life Insurance</li><li>Employee Benefits Program</li><li>Leave En-cashment</li><li>Food Compensation</li><li>Public Holiday Compensation</li><li>Weekend Work Compensation</li><li>Birthday Celebration</li><li>Star Of the Months</li><li>Referral Bonus</li><li>Car Finance Program</li><li>Bike Finance Program</li><li>Quarterly Meet-Up</li><li>Paid Certification</li><li>Sports Gala</li><li>Child education program</li><li>Eid Gifts</li><li>Iftar Meals</li></ul>Job Type: Full-timePay: Rs100,000.00 - Rs150,000.00 per monthWork Location: On the road

BD Growth Specialist

Alexandra Lozano Immigration Law

<div>Overview 
The Concierge Intake Specialist plays a vital role in the process of onboarding potential clients. They are responsible for meeting with individuals engaging in services offered by the firm, confirming client information, communicating case eligibility options, and providing information regarding the process for relief options. The Concierge Intake Specialist is a professional position that ensures a smooth and efficient client onboarding experience.

In addition to client-facing duties, you will manage day-to-day office operations, including maintaining an organized and welcoming environment. Your role is essential in ensuring a seamless and efficient client experience while supporting the overall operations of our office.

Pay: $20 - $25/hr

Duties/Responsibilities
<ul>
<li>Meet with potential clients to effectively communicate the firm's unique value proposition, services, and benefits.</li>
<li>Build and maintain strong relationships with potential clients by providing exceptional customer service, demonstrating empathy, and addressing their concerns and questions.</li>
<li>Review the information provided by potential clients.</li>
<li>Sign up new clients, while addressing any concerns, and highlighting the benefits of working with the firm.</li>
<li>Collaborate closely with our team of attorneys, paralegals, and legal assistants to ensure a smooth transition of newly onboarded clients to begin their case process.</li>
<li>Provide accurate and comprehensive information about the client and their case to facilitate efficient case management.</li>
<li>Maintain detailed records of client interactions, consultations, and activities in the firm's customer relationship management (CRM) system.</li>
<li>Provide regular updates to management on performance, and ensure the proper use of systems to guarantee accurate reporting.</li>
<li>Greet clients, answer calls, and other required front desk duties.</li>
<li>Support clients by collecting, and processing documents or other direct client needs to serve as a liaison between clients and the legal team.</li>
<li>Oversee office tasks to maintain smooth daily operations.</li>
<li>Handle any additional tasks or responsibilities as directed by management.</li>
</ul>
Qualifications
<ul>
<li>All candidates must have a Bachelor's Degree.</li>
<li>Must be fully bilingual- Spanish &amp; English.</li>
<li>Must possess at least 2 years of professional experience, preferably working in an immigration law firm.</li>
<li>Strong persuasive communication and someone who enjoys working directly with current and potential clients.</li>
<li>Knowledge of immigration laws, regulations, and processes.</li>
<li>Excellent interpersonal and relationship-building skills to establish trust and credibility.</li>
<li>Ability to work independently and a self-starter.</li>
<li>Outstanding communication skills, both verbal and written, to effectively convey complex information.</li>
<li>Results-oriented mindset with a drive to meet or exceed targets and business objectives.</li>
<li>Familiarity with CRM systems and activity tracking tools.</li>
<li>Experience in client-facing roles, preferably in a legal or immigration setting.</li>
<li>Strong organizational skills with the ability to multitask in a fast-paced environment.</li>
<li>Exceptional written and verbal communication skills.</li>
<li>Ability to work independently while being a team player.</li>
</ul>
We are excited about the possibility of you joining our team! Apply now and take the next step in your career with Abogada Alexandra Immigration Law, PLLC!</div>

Client Service Specialist- (Bilingual English/Spanish)

BigTrader Technologies LLC

Job Title: Onboarding SpecialistLocation: Doha, Qatar Company: Bigtrader Technologies LLC Employment Type: Full-time Availability: Immediate Joining Required Project: https://iProcure.aiAbout iProcure.aiiProcure.ai is Qatar&rsquo;s first AI-powered B2B procurement and sourcing ecosystem, transforming how businesses discover, connect, and transact with verified suppliers and service providers. Our platform empowers the industrial and SME sectors with digital sourcing tools, RFQ management, and standardized product &amp; service listings based on global UNSPSC codes.Job SummaryThe Onboarding Specialist plays a critical role in ensuring a smooth, accurate, and high-quality onboarding experience for new suppliers and service providers joining the iProcure.ai platform. This role bridges customer experience, data accuracy, and platform operations, ensuring that every company profile is professionally represented and optimized for visibility and performance.Key ResponsibilitiesSupplier Onboarding &amp; Data Management<ul><li>Manage the end-to-end onboarding process for new suppliers and service providers through the admin panel.</li><li>Ensure all company information, UNSPSC categories, products, and services are entered accurately and completely.</li><li>Verify supporting data such as contact details, company descriptions, and industry classification before activation.</li><li>Coordinate with the sales team to ensure timely onboarding of newly acquired clients.</li></ul>Customer Experience &amp; Support<ul><li>Serve as the first point of contact for new users during the onboarding phase.</li><li>Conduct online or in-person walkthroughs to familiarize suppliers with the iProcure.ai dashboard and features.</li><li>Provide prompt and professional support to resolve onboarding or listing-related queries.</li><li>Collect feedback from onboarded clients to enhance the onboarding experience.</li></ul>Platform Quality &amp; Optimization<ul><li>Continuously review and maintain data quality, ensuring profiles meet platform standards.</li><li>Suggest enhancements in category mapping, product listing, and supplier data structure.</li><li>Collaborate with product and operations teams to refine onboarding workflows and automation tools.</li></ul>RequirementsExperience:<ul><li>1&ndash;3 years of experience in customer onboarding, operations, data entry, or CRM management (preferably in B2B or tech platforms).</li><li>Familiarity with procurement or supplier management systems is an advantage.</li></ul>Skills:<ul><li>Excellent attention to detail and data accuracy.</li><li>Strong communication and coordination skills.</li><li>Comfortable using CRM or admin dashboards.</li><li>Proficiency in Excel/Google Sheets for data handling.</li><li>Tech-savvy and process-driven mindset.</li></ul>Other Requirements:<ul><li>Bachelor&rsquo;s Degree or Diploma in Business Administration, Operations, or related fields.</li><li>Immediate availability preferred.</li></ul>Why Join Us<ul><li>Be part of Qatar&rsquo;s leading B2B digital transformation initiative.</li><li>Work closely with operations, product, and sales teams in a growth-focused environment.</li><li>Opportunity to grow into roles in Operations, Customer Success, or Account Management.</li></ul>How to ApplySend your CV to info@iprocure.ai.Job Type: Full-timePay: From QAR2,000.00 per month

Onboarding Specialist

Techloyce

About Techloyce:At Techloyce, we specialize in delivering tailored ERP and CRM consulting services to businesses worldwide. Our experienced CRM consultants adopt a holistic approach to empower organizations&mdash;small, medium, and large&mdash;to achieve maximum business management efficiency. As one of the top CRM solution providers, we understand diverse business needs and implement industry-leading CRM and ERP solutions to streamline operations and enhance customer relationships.Job Overview:We&rsquo;re looking for a dynamic Technical Sales Associate to join our team. In this role, you&rsquo;ll play a key part in helping clients understand our technical solutions, ensuring smooth onboarding, and managing implementation projects from start to finish. You&rsquo;ll act as the bridge between our sales, product, and technical teams &mdash; ensuring clients achieve success with our solutions.Key Responsibilities:<ul><li>Guide new clients through the onboarding process and ensure successful software implementation.</li><li>Collaborate with the sales team to deliver product demos, proposals, and technical support during the pre-sales phase.</li><li>Coordinate onboarding and technical projects to meet timelines and client expectations.</li><li>Serve as the main point of contact for clients, resolving queries and ensuring a positive onboarding experience.</li><li>Work with cross-functional teams &mdash; including engineering, support, and product &mdash; to align client needs with business goals.</li><li>Maintain accurate documentation of client activities, progress reports, and project milestones.</li><li>Identify opportunities to enhance the onboarding and sales process for improved efficiency and client satisfaction.</li></ul>Qualifications:<ul><li>Bachelor&rsquo;s degree in Business, Management, Computer Science, or a related field.</li><li>Prior experience in technical sales, client onboarding, or project coordination (SaaS/tech industry preferred).</li><li>Strong communication, interpersonal, and presentation skills.</li><li>Excellent organizational skills with the ability to manage multiple projects simultaneously.</li><li>Proficiency in CRM and project management tools (e.g., HubSpot, Salesforce, Asana).</li><li>Self-motivated, proactive, and able to work independently as well as collaboratively.</li></ul>Job Type: Full-timePay: Rs100,000.00 - Rs150,000.00 per monthEducation:<ul><li>Bachelor's (Preferred)</li></ul>Experience:<ul><li>Technical Sales: 1 year (Required)</li><li>Client Onboarding: 1 year (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Lahore (Required)</li></ul>Work Location: In person

Technical Sales Associate

Jawa Health Care

Job Title : RCM Onboarding SpecialistWe are seeking a motivated and results-driven individual to identify, contact, and onboard new healthcare providers (clinics, group practices, solo physicians) for our Revenue Cycle Management (RCM) services. The ideal candidate will have strong communication skills, healthcare knowledge, and the ability to build lasting relationships with doctors and practice managers.Key ResponsibilitiesProspect and reach out to physicians, clinics, and medical practices via calls, emails, LinkedInPresent company RCM solutions and demonstrate how our services improve revenue and efficiency.Conduct discovery calls to understand the client&rsquo;s billing workflow and pain points.Coordinate with the internal team to prepare customized proposals and pricing.Schedule and participate in Zoom presentations or demos with potential clients.Follow up consistently to close deals and complete the onboarding process.Maintain accurate records of leads, interactions, and deals in CRM software.Collaborate with credentialing, billing, and operations teams for smooth client handover.Achieve monthly and quarterly sales targets.Required Skills &amp; QualificationsBachelor&rsquo;s degree in Business, Healthcare Administration, or a related field.1&ndash;3 years of experience in RCM, healthcare sales, or B2B business development (fresh graduates with strong communication skills can be considered).Excellent English communication (verbal &amp; written).Strong presentation, negotiation, and relationship-building skills.Knowledge of U.S. healthcare and medical billing processes (preferred).Proficiency in CRM tools, email communication, and Zoom/Google Meet.Key Performance Indicators (KPIs)Number of new providers contacted weekly.Qualified leads generated.Doctors successfully onboarded.Revenue generated from new accounts.Salary Package: 150k to 200k (Depends on your interview and last month salary slip) and commission on every matured leads as well.Working days: Monday to FridayOffice timing: 6pm to 3amJob Type: Full-timePay: Rs150,000.00 - Rs200,000.00 per monthWork Location: In person

RCM Onboarding Specialist

Giftery.Pro

As a Client Relationship Executive, you will be responsible for supporting existing clients, assisting with the onboarding of new clients, and ensuring all client queries are addressed within the expected response times. You will play a key role in managing client documentation, contract updates, and maintaining strong coordination with internal teams, including Finance and IT.Key Responsibilities:· Provide email and chat support to B2B clients, addressing their queries and redirecting new clients to the appropriate channels.· Assist with onboarding new clients, including KYC (Know Your Customer) procedures, documentation management, and handling licenses.· Manage and update contracts, including modifying information in predefined templates and assisting with contract creation and management.· Track and monitor client queries to ensure they are addressed within the average handling time and follow up on outstanding queries to ensure timely resolution.· Manage basic issues related to integration and collaborate with relevant teams for solutions.· Work closely with Finance and IT departments to ensure smooth operations and accurate client data management.

Corporate Client Relationship Executive

Search 10000+ Client onboarding specialist jobs near you this October. New roles added regularly across leading industries. Apply today.