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Client Onboarding Associate

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Client Onboarding Associate

Core Source Global

Client Onboarding Associate

2 months ago

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Important information


Contract type:

Permanent

Salary:

$67,000 – $87,000 / year

Location:

United States

Work mode:

Remote

Published on:

25 August 2026

What they need


Overview

As a Client Onboarding Associate, you guide businesses through their first steps into modern payment processing. Onboarding begins with conversation: you speak directly with business owners, learn how they accept payments today, and introduce tools that support their operations.

You stay involved from the initial discussion through account setup, helping businesses move forward with clarity. This role blends relationship-building, education, and follow-through.

Earnings are performance-based and reflect your results.

What You'll Do

  • Speak with business owners about their payment workflows and needs
  • Introduce processing and point-of-sale solutions
  • Guide businesses from first conversation through activation
  • Attend scheduled conversations and manage follow-ups
  • Track activity, notes, and next steps using internal systems
  • Maintain professional, clear communication throughout onboarding

What We're Looking For

  • Comfortable holding business conversations
  • Strong listening and follow-through skills
  • Organized and self-directed work style
  • Willingness to learn new tools and concepts
  • Customer-facing experience is helpful but not required

What's Offered

  • Structured onboarding and ongoing support
  • Flexible, independent work structure
  • Clear expectations and room to grow

Pay: $67,000.00 - $87,000.00 per year

Benefits:

  • Flexible schedule

Work Location: Remote

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