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.

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Onboarding Specialist

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