Onboarding Specialist

Location: Remote | USA

About Wealthbox

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

We’re seeking an Onboarding Specialist to help our customers get the most out of Wealthbox. You will be responsible for guiding new Wealthbox customers through a seamless and effective onboarding experience. You will serve as a trusted guide during the critical first weeks of a customer’s journey, ensuring they are set up for long-term success. This is a customer-facing role that requires strong communication skills, technical aptitude, and a genuine passion for helping people get the most out of software. You will work closely with Customer Success, Support, Data Migration, and Product teams.

What You’ll Do

• Lead end-to-end onboarding for new Wealthbox customers, including kickoff calls, platform walkthroughs, and ongoing check-ins throughout the onboarding period.
• Translate complex advisory processes into streamlined Wealthbox configurations, helping customers work smarter from day one.
• Facilitate professional live training sessions for diverse audience sizes, tailoring our onboarding framework to align with specific client objectives, organizational structures, and technical proficiency.
• Develop and maintain onboarding resources, including guides, checklists, video walkthroughs, and FAQ documentation.
• Track onboarding progress and customer engagement; identify and proactively address at-risk onboarding accounts.
• Collaborate closely with team members and leadership to surface onboarding hurdles and customer insights, driving the evolution of our training resources, workflows, and the end-to-end customer journey.
  
  

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What You Bring

• 2+ years of experience in a customer-facing onboarding, implementation, or training role, ideally within a SaaS or technology company.
• Excellent verbal and written communication skills; ability to explain software concepts clearly to users of all technical backgrounds.
• Proven ability to manage multiple onboarding engagements simultaneously while staying organized and detail-oriented.
• Comfortable facilitating live video sessions (one-on-one and small groups) with confidence and professionalism.
• Self-motivated and proactive, with strong time management skills suited to a fully remote environment.
• Experience with CRM software or financial services technology is a strong plus.
• AI-forward mindset with hands-on experience using AI tools to enhance customer communication, content development, and workflow efficiency.
• A genuine passion for customer success and helping people get the most out of the tools they use.
  
  

Work Schedule

• Weekdays, during business hours. (10:00 AM – 6:00 PM EST)
• No travel required. (fully remote)
  
  

Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off
  
  

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

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