Onboarding Specialist - Software (Remote)

Location: Remote (Contractor Basis)

Hours: Full-time, 40 hours/week (Monday–Friday, 8-hour shifts within EST timezone)

Pay Range: $10–14 per hour

We are hiring an Onboarding Specialist - Software to support our client, a fast-growing company in the software industry! This is a fully remote, contractor-based role where you will play a key part in delivering a smooth onboarding experience for new customers adopting payment software and hardware solutions.

About the Role:

You will serve as the primary point of contact for new customers, guiding them through the onboarding cycle, verifying key business and banking information, setting up hardware, and ensuring a seamless deployment experience. If you’re enthusiastic, tech-savvy, and have previous SaaS customer support experience, we want to hear from you!

Responsibilities:

• Guide new customers through the onboarding process, from initial setup to deployment.
• Consult with customers on business verification and bank account requirements.
• Submit documentation, check for application errors, and coordinate approvals with internal teams and third-party partners.
• Make outbound calls to engage customers and field inbound calls for logged-in user support.
• Use SMS and email communications to maintain customer engagement.
• Assist customers in hardware setup and troubleshooting during onboarding.
• Collaborate with internal teams to enhance the onboarding process and identify improvements.
• Stay updated on trends and technologies in payment processing and share insights with the team.
• Help maintain onboarding materials and customer resources.

Requirements:

• Experience in a proactive, outbound customer engagement environment.
• Exceptional verbal and written communication skills.
• Strong sense of urgency and hunger for problem-solving.
• Genuine desire to assist and support clients.
• Ability to manage a diverse workload in a fast-paced environment.
• Excellent time management and decision-making skills.
• Dependable and punctual.

About You:

• You have excellent English communication skills (written and spoken).
• You are entrepreneurial, detail-oriented, curious, and growth-driven.
• You are attentive to others and proactive in solving challenges.

Interested?

Please submit your CV and briefly tell us why this opportunity excites you!