Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Industry: Financial Services
Company Size: 51-200 employees

Wealthbox

Savvy Admin PROD

**Location: ** Remote | USA

**About Wealthbox**

Wealthbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use.

The Role

We’re seeking an **Onboarding Specialist **to help our customers get the most out of Wealthbox. You will be responsible for guiding new Wealthbox customers through a seamless and effective onboarding experience. You will serve as a trusted guide during the critical first weeks of a customer’s journey, ensuring they are set up for long-term success. This is a customer-facing role that requires strong communication skills, technical aptitude, and a genuine passion for helping people get the most out of software. You will work closely with Customer Success, Support, Data Migration, and Product teams.

What You’ll Do

- Lead end-to-end onboarding for new Wealthbox customers, including kickoff calls, platform walkthroughs, and ongoing check-ins throughout the onboarding period.

- Translate complex advisory processes into streamlined Wealthbox configurations, helping customers work smarter from day one.

- Facilitate professional live training sessions for diverse audience sizes, tailoring our onboarding framework to align with specific client objectives, organizational structures, and technical proficiency.

- Develop and maintain onboarding resources, including guides, checklists, video walkthroughs, and FAQ documentation.

- Track onboarding progress and customer engagement; identify and proactively address at-risk onboarding accounts.

- Collaborate closely with team members and leadership to surface onboarding hurdles and customer insights, driving the evolution of our training resources, workflows, and the end-to-end customer journey.

What You Bring

- 2+ years of experience in a customer-facing onboarding, implementation, or training role, ideally within a SaaS or technology company.

- Excellent verbal and written communication skills; ability to explain software concepts clearly to users of all technical backgrounds.

- Proven ability to manage multiple onboarding engagements simultaneously while staying organized and detail-oriented.

- Comfortable facilitating live video sessions (one-on-one and small groups) with confidence and professionalism.

- Self-motivated and proactive, with strong time management skills suited to a fully remote environment.

- Experience with CRM software or financial services technology is a strong plus.

- AI-forward mindset with hands-on experience using AI tools to enhance customer communication, content development, and workflow efficiency.

- A genuine passion for customer success and helping people get the most out of the tools they use.

Work Schedule

- Weekdays, during business hours. (10:00 AM – 6:00 PM EST)

- No travel required. (fully remote)

**Benefits**

- Competitive salary

- Comprehensive health plan

- 401k plan

- Paid time off

Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.

← Back to Jobs

Onboarding Specialist

We are a technology company that unlocks access to energy for the benefit of all. As innovators, that’s been our mission for nearly a century. Today, we face a global imperative to create a future with more energy, but less carbon. Our diverse, innovative change makers are focused on going further in innovation and inventing the new energy technologies we need to get there.

Industry: Technology, Information and Internet
Company Size: 10,001+ employees

<![CDATA[

Join the frontier of energy innovation. In a range of career paths, you’ll gain real experience on-site while using your expertise to deliver leading tech solutions.

As a Field Engineer, you will be involved in every part of our business. From acquiring essential data to planning long-term well development, you will organize, run, and report operations in the field environment and assist Specialists and other Engineers with key decisions. Your training will be hands-on as you learn about the energy industry and become an expert in the various tools and services in your business line. With the help of management and a comprehensive development program, you will be given responsibility and support to make your impact and start becoming a leader in our business.

Our Field Specialists focus on the vital technical and operational procedures that ensure our sites are safe and our customers get exceptional service. You will receive intensive instruction in troubleshooting, safety, and client interaction to develop a deep technical understanding of what we do. Through a combination of hands-on learning and formal training, you will become the company representative on-site, with supervisory responsibility, working through a range of complex, practical challenges and developing innovative strategies to solve them.

As a Field Technical Analyst, you will provide technical expertise to teams across the site and use your knowledge to help them deliver exceptional service. Using a variety of tools and techniques, you will apply your theoretical understanding to the practical challenges we face on-site every day. This includes creating formation evaluation logs and helping to analyze and interpret cuttings to determine rock type and hydrocarbon presence. You will also help monitor the well parameters and maintain sensors to understand well conditions. An extensive development program will expand your technical knowledge and hands-on skillset.

**Responsibilities**

- Perform operations, operate equipment, and be accountable for team wellsite performance by the end of your training.

- Manage field operations, including engineering design, maintenance, job planning, and operational reporting.

- Learn the well construction process and understand the role of different service companies.

- Support engineers and specialists on-site and help with essential duties, such as risk analysis.

- Effectively manage a crew and/or processes within a year.

- Help prepare wellsite reports and post-job debriefings.

- Actively contribute to continuous improvement culture across the business.

**Qualifications And Experience**

- Meet minimum degree/experience requirements

- Good verbal and written communication skills

- Fluency in written and spoken English

- Quick learner able to use logic to solve problems

- Be personally committed to continuous improvement

- Evidence of leadership and teamwork skills

]], >

Early Careers - Field Operations

Founded in 1996, PSC Biotech Corporation was created with the vision of providing life science companies unmatched support. PSC Biotech Corporation serves 1000 clients in more than 35 countries worldwide through professional services consulting, cloud-based software solutions, pharmaceuticals contract manufacturing, life science investment consulting, and metrology services.

PSC Biotech Corporation has three unique divisions within the parent company – each representing one of our areas of expertise: PSC Biotech, PSC Software, and BioTechnique™.

Additionally, PSC Asia and PSC Biotech Ltd represent PSC Biotech Corporation in Asia and Europe, respectively. Together, these divisions enable us to meet the ever-changing needs of our clients with a commitment to excellence and superior quality.

To learn more, visit our website.

Industry: Biotechnology Research
Company Size: 201-500 employees

PSC Biotech Corporation

This is a remote position.

PSC Biotech provides the life sciences with essential services to ensure that health care products are developed, manufactured, and distributed to the highest standards, in compliance with all applicable regulatory requirements.

Our goal is to skyrocket our clients’ success, and you can be a part of our team’s achievements. Employing a global team of skilled professionals and experts that span across strategically located offices in North America, Europe, Asia and the Middle East, we are proud of the roles we have fulfilled to help our clients achieve success.

**The Experience**

With operations spanning the globe and featuring a multi-cultural team, PSC Biotech® is passionate about bringing the best and brightest together in an effort to form something truly special. When you make the decision to join our team, you will be offered the ability to feel inspired in your career, explore your professional passions, and work alongside a group of people who will value and nurture your talents.

We are firm believers in coaching and developing the next generation of industry leaders and influencers. As such, you will not only be offered compensation and benefits structure that rewards you, but also be provided with the tools that will help you grow and learn.

At PSC Biotech®, it’s about more than just a job—it’s about your career and your future.

**Your Role**

The Global COO - Professional Services & Software is a senior executive responsible for setting and executing the global vision, strategy, and service delivery model for the company’s Professional Services and Software business. This role ensures services are aligned with client business objectives, regulatory expectations, and industry best practices while delivering scalable, high-quality, and commercially successful outcomes across global markets.

The position provides executive leadership over governance, service delivery, financial performance, talent development, and market positioning. The role owns global program and portfolio execution, P&L performance, and strategic growth of Professional Services and Software offerings while ensuring strong client partnerships, disciplined execution, and regulatory compliance.

- Establish the overall vision, strategy, and service delivery model for Professional Services and Software.

- Ensure services are aligned with client business objectives, regulatory requirements, and industry best practices.

- Translate strategy into executable initiatives with measurable outcomes.

- Define and maintain governance structures, decision-making authority, and escalation pathways.

- Establish global delivery standards, KPIs, and performance management frameworks.

- Ensure consistent service delivery and accountability across regions.

- Identify and mentor executive sponsors for key client engagements.

- Build and maintain long-term strategic client relationships.

- Gather regular client feedback and drive continuous improvement.

- Manage CEO-level expectations, communications, and issue resolution for major programs and accounts.

- Lead executive-level escalations while protecting business outcomes and reputation.

- Provide guidance or direct leadership on contract negotiations depending on deal size and risk.

- Ensure strategic scope alignment, commercial viability, and delivery feasibility.

- Provide executive oversight of global programs, projects, and service portfolios.

- Ensure delivery quality, regulatory compliance, and risk management across all engagements.

- Travel globally as required to govern and lead critical initiatives.

- Own P&L responsibility for Global Professional Services Operations.

- Approve pricing strategies, utilization models, and resource plans.

- Oversee forecasting, revenue recognition, and financial risk management.

- Define market positioning and the Professional Services & Software offerings roadmap.

- Identify opportunities for service expansion, innovation, and strategic partnerships.

- Provide guidance and direction to Regional Managing Directors.

- Support regional teams to deliver expectations related to revenue, delivery, and people & culture.

Requirements

- Bachelor’s degree in Business, Engineering, Computer Science, Life Sciences, or a related field required.

- Master’s degree (MBA, MS, or equivalent) is strongly preferred.

- Minimum of 12–15 years of progressive leadership experience in Professional Services, Software, or regulated consulting environments.

- Proven experience leading global service organizations with P&L responsibility.

- Strong background in contract governance, commercial negotiations, and service delivery management.

- Experience operating in regulated industries and managing complex, multi-region programs.

- Demonstrated success building high-performing leadership teams and succession pipelines.

- Candidates must be able to travel frequently and support onsite engagements as needed, including international travel.

Benefits

**Equal Opportunity Employment Statement**

PSC Biotech is committed to a policy of Equal Employment Opportunity with respect to all employees, interns, and applicants for employment. Consistent with this commitment, our policy is to comply with all applicable federal, state and local laws concerning employment discrimination. Accordingly, the company prohibits discrimination against qualified employees, interns and applicants in all aspects of employment including, but not limited to: recruitment, interviewing, hiring (or failure or refusal to hire), evaluation, compensation, promotion, job assignment, transfer, demotion, training, leaves of absence, layoff, benefits, use of facilities, working conditions, termination and employer-sponsored activities and programs, including wellness, social and recreational programs. Employment decisions will be made without regard to an applicant’s, employee’s, or intern’s actual or perceived: race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, genetic information, or any other status protected by law.

Global COO - Professional Services & Software

Find your dream job with Savvy AI Recruiter. Browse thousands of opportunities from top companies. Our AI-powered system matches you with roles that fit your skills and experience.