Client Onboarding Representative

About the Role

We are hiring a Client Onboarding Representative to work with small and mid-sized businesses, helping them get set up with payment tools that support everyday operations. You will speak with business owners, walk them through simple solutions, answer questions, and help ensure a smooth start. This position is a strong fit for someone who enjoys conversation, problem-solving, and learning practical skills in a structured, people-focused role.

Key Responsibilities

• Speak with business owners to understand their needs and recommend helpful tools
• Attend scheduled meetings and follow up with interested clients
• Build relationships through clear, friendly communication
• Keep track of activity and notes in the company's CRM system
• Collaborate with your team to meet engagement goals

Qualifications

• Customer-facing experience preferred, but not required
• Strong communication and active listening skills
• Positive, professional attitude with a willingness to learn
• Comfortable working independently
• Basic computer and online meeting skills