3 client onboarding specialist jobs at 3 companies in Townsend, DE
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Client Success & Enablement Specialist
Baltimore, Maryland, United States
HybridFull Time
CreditXpert: Provides AI-driven credit optimization and mortgage loan decisioning software.
3+ YOEBachelor's or equivalent,3+ years in client success/account management/support (SaaS preferred),experience with onboarding/training,CRM and support tools,strong communication,technical fluency,ability to manage proactive and reactive work.
Omaha or Lehi or Philadelphia or Cincinnati or Kentucky
$31-$46/hrHybridFull Time
Orion Advisor Solutions: Provides integrated software and investment solutions for financial advisors.
6+ YOEBachelor's degree and 6+ years in onboarding, platform integration, or technical operations. Requires API, data integration, workflow optimization, project management, client escalation, and team leadership expertise.