Demo

Customer Onboarding Manager

Mortgage Benefits
Akron, OH Full Time
POSTED ON 1/4/2025
AVAILABLE BEFORE 3/4/2025

Job Title: Customer Onboarding Manager (Remote, USA)

Job Type: Remote Commission-Only
Location: Remote (USA)
Compensation: Performance-based

Description:
We are hiring a detail-oriented Customer Onboarding Manager to ensure a seamless experience for new clients as they adopt our mortgage benefits. In this role, you will guide clients through the onboarding process, provide education on our offerings, and set the foundation for long-term satisfaction and success.

Key Responsibilities:

  • Manage the onboarding process to ensure a smooth transition for new clients.
  • Educate clients about mortgage benefits and answer their questions.
  • Provide personalized support to address client needs during onboarding.
  • Collaborate with sales and customer service teams to maintain consistency.
  • Monitor onboarding metrics and recommend improvements to enhance the experience.

What We Offer:

  • Subsidized leads to support client onboarding efforts.
  • Flexibility to work remotely from anywhere in the USA.
  • Support for licensing to meet compliance requirements.
  • Opportunities to build long-lasting relationships with clients.

Requirements:

  • Must reside in the USA.
  • Strong communication and organizational skills.
  • Experience in onboarding or customer support is preferred but not required.
  • Self-motivated and able to work independently.
  • Willingness to obtain a sales license.

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Salary : $90,000 - $160,000

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