Client Onboarding Representative

Overview

Client Onboarding Representatives bring new business accounts on board from start to finish. You work with owners thinking about switching how they take payments: you help them choose the right setup, sign the account, and see it through to a smooth launch.

The role is full time with remote flexibility, a clear process, and coaching from an experienced team. Earnings are tied to performance and climb with the accounts you sign, with bonuses when the month runs strong. People who have worked in sales or client-facing roles settle in quickly.

What You'll Do

• Connect with owners who are reviewing their payment options
• Learn how each business runs and what it needs at checkout
• Recommend a payment and POS setup and secure the decision
• Complete applications and get each new account set up
• Check in during the first weeks so every launch goes smoothly
• Track every account's progress in the CRM

Who Fits

• Comfortable guiding an owner from interest to a signed account
• Detail oriented with paperwork and timelines
• Dependable and self-motivated
• Background in sales, onboarding, or account work is a plus

What's Offered

• Full-time position with a steady weekday rhythm
• Onboarding and ongoing coaching
• Pay that grows with the accounts you sign, plus monthly bonuses
• Room to grow based on results