Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs.
Consult with clients to translate workflows into efficient processes by configuring templates, workflows, and custom fields.
Design and deliver live and recorded education sessions, plus develop guides and webinars.
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.
Lead and grow the onboarding team, coaching Team Leads and building a culture of ownership and accuracy.
Own the onboarding pipeline from agreement to live plan, keeping timelines, quality, and SLAs on track.
Partner with Product and cross-functional teams to build training, improve tools, and drive KPIs.
We help small and growing businesses make retirement benefits easier, simplifying 401(k)s with straightforward solutions and great service. For more than 25 years, we've built a culture of service and a mission to help more people build a secure financial future.
Own end-to-end onboarding for new OnBoard customers, configuring the platform to meet defined requirements.
Deliver admin and end-user training to ensure confidence and product adoption at launch.
Manage onboarding project plans, timelines, and stakeholder coordination across multiple concurrent engagements.
OnBoard provides board management software that helps boards function at a higher level for organizations worldwide. Serving over 5,000 organizations and 12,000 boards across 60 countries, the company fosters a fun, philanthropic, and inclusive 'Pathfinder' culture.
Deliver consultative coaching and customized onboarding to increase eMoney platform adoption.
Proactively engage with users to monitor progress, re-engage tenured users, and support retention.
Maintain platform expertise and collaborate on enterprise onboarding initiatives.
eMoney Advisor provides financial planning solutions that help advisors deliver personalized guidance to clients. The company supports more than 138,000 financial professionals, fostering an inclusive, people-first culture that values diverse perspectives and innovation.
Communicate extensively with customers to identify needs and establish their 401(k) plans.
Educate and guide new customers on their choices to help employees save for retirement.
Drive the onboarding process, managing stakeholders to keep customers engaged and on track.
Human Interest is on a mission to make retirement benefits accessible to all working Americans by offering affordable 401(k) plans to small and medium-sized businesses. It is a high-growth startup backed by $700M with a collaborative culture.
Assess client needs and teach options in virtual consultations.
Handle admin tasks like notes, appointments, and CRM hygiene.
Stay in the relationship after the first meeting and build on it.
We are a consulting company that helps clients through virtual onboarding and relationship management. Our remote team values drive, trainability, and dependability, offering full training and performance-based advancement.
Help families understand and set up protection options from a remote seat.
Work from home with flexible hours and clear expectations.
Receive mentorship and coaching with a growth path based on performance.
Global Elite Empire Consultants helps families understand and set up protection options. The company promotes flexible hours, mentorship, and a coaching culture with clear expectations.
Speak with people who have requested information about financial protection options.
Map client needs to available protection products and run a simple enrollment flow.
Build and service a client list while working with pre-qualified warm leads.
Global Elite Empire Consultants is a financial-services firm offering protection and benefits solutions. The company operates remotely with a performance-driven culture and provides training and mentorship to its team.
Remote financial-services role with structured days and warm-lead conversations.
Coaching and training provided before you are expected to perform.
High performers have a clear path to a leadership track.
Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.
Drive customer onboarding, training, and adoption for SaaS platforms Kanga and Education Modified.
Act as a strategic advisor to develop success plans and KPIs that maximize platform effectiveness and retention.
Partner with Implementation, Sales, and Analytics to measure customer health and ensure measurable outcomes.
Presence is the leading provider of teletherapy solutions for children with diverse needs, connecting therapists to K-12 school districts nationwide. With over 2,000 clinicians and 8 million sessions delivered, Presence is a remote-first company that values collaboration, cameras-on engagement, and meaningful connections.
Help families understand and set up protection options with clear expectations.
Work from home with flexible hours and coaching instead of sink-or-swim.
Bring communication skills, self-management, team habits, and integrity.
Global Elite Empire Consultants helps families understand and set up protection options. The company offers flexible hours, mentorship, and a growth path, with an emphasis on honesty and integrity.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it, and the company is a fast-growing team building AI-powered software.
Develop deep expertise in Tekmetric Marketing and the auto repair industry to guide customers through onboarding.
Host group onboarding calls, ensure customers are on track for launch, and clearly communicate setup requirements.
Collaborate with sales, customer success, operations, support, and engineering teams to improve the onboarding process.
Tekmetric builds cloud-based software that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in Houston in 2017, the company is an industry-leading solution known for transparency, integrity, innovation, and a service-first mindset.
Own the end-to-end onboarding journey for new restaurant partners, guiding them from kickoff to go-live.
Set up, configure, and test each account to capture the restaurant's unique voice, menu, hours, and policies.
Chat warmly and clearly with restaurant owners and staff via email, phone, and text to ensure they feel supported.
HKR.TEAM is a start-up dedicated to simplifying global HR. They have a transparent, tech-savvy culture with a young, meritocratic team that values ownership and getting things done.
Speak with pre-qualified leads who requested information and map their needs to available protection options.
Run a simple enrollment flow and manage the full client relationship.
Build and service a client list with flexible hours and ongoing mentorship.
Global Elite Empire Consultants is a remote financial-services firm focused on helping families secure protection options. The culture is performance-driven and coaching-oriented, offering flexible hours and ongoing mentorship to self-starters.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.
Work from home conducting virtual consultations and needs conversations with clients.
Manage follow-ups, notes, scheduling, and keep the pipeline clean.
Use modern web-conference tools with qualified-interest leads and no cold calling.
We are AO Central, a financial services company focused on protecting families through client-facing virtual services. We value dependability, adaptability, and a competitive spirit, and we support our team with full training and mentorship.
Guide new members through onboarding, implementation, and software adoption, ensuring they feel confident using the tools.
Deliver engaging training sessions and provide practical solutions to meet organizations' needs.
Build strong member relationships and collaborate across teams to improve the overall member experience.
They provide software designed to support volunteer programs, streamline operations, and strengthen community engagement. Their mission-driven company serves nonprofits and similar organizations, with a fully remote culture.
Work remotely to help families understand and set up protection options.
Enjoy flexible hours with mentorship and clear expectations.
Grow along a defined path with honest, pressure-free coaching.
Global Elite Empire Consultants helps families understand and set up protection options. The company emphasizes flexible remote work, mentorship, clear expectations, and a supportive coaching culture.