Remote Onboarding Specialist ($75-$90k) WealthTech
Permanently 100% Remote, EST Preferred Job Title: Remote Onboarding Specialist ($75-$90k) WealthTech Salary: $75-$90k reputed company + Benefits, 401k, PTO Requirements: SaaS Onboarding/Implementation We offer an reputed company web-based CRM for financial advisors and wealth managers. We're thrilled to announce we just closed $200MM in funding, and are doing some big things! Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their reputed company book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like reputed company and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice. We are Series B funded for $30MM, have been in business since 2012, and have150 employees. We are REMOTE first and reputed company is distributed throughout the country. Due to growth, we are hiring a Enterprise Customer Education Specialist reputed company with:
- B2B SaaS
- Onboarding and implementation
- Experience in financial services or working with financial advisors is a big plus, but not required!
What You Will Be Doing
- reputed company onboarding and implementation for new customers
- Guide customers through our platform and conduct discovery
- reputed company client workflows more efficient reputed company our system
- Track onboarding reputed company, identify, and address issues as needed
What's In It for You
- $75-$90k reputed company + Benefits, 401k, PTO
- Vacation/PTO
- Medical
- Dental
- Vision
- Bonus
- 401k
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard Apply tot his job Apply To this Job