Client Onboarding Representative

Job Description

Client Onboarding Representative | FBSPL

The Tone:
This is a full-time remote role at FBSPL. The company focuses on equipping small and mid-sized businesses with essential payment tools designed to streamline their daily operations. This position is crucial for ensuring that new clients have a seamless and positive initial experience, by providing guidance, answering questions, and facilitating their setup with effective solutions. It’s a people-focused role centered on practical problem-solving and clear communication.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Team: Works collaboratively within a supportive team structure
• Mission: Help small and mid-sized businesses successfully implement payment tools for their everyday operations.
• Tech Stack: CRM system

What You’ll Actually Do
• Consultation: Engage with business owners to grasp their specific needs and recommend suitable payment solutions.
• Engagement: Attend all scheduled meetings and proactively follow up with interested clients to ensure a smooth setup process.
• Relationship Building: Cultivate strong client relationships through clear, professional, and friendly communication.
• Documentation: Accurately record all client activity and essential notes within the company’s CRM system.
• Collaboration: Work effectively with your team members to achieve collective client engagement goals.

The Must-Haves
• Background: Entry-Level, demonstrating a clear willingness to learn the fundamentals of business payment solutions.
• Experience: No specific years required; basic proficiency with computers and online meeting platforms.
• Skills: Strong communication and active listening skills; a positive, professional attitude coupled with an eagerness to learn; comfortable working independently in a structured environment.
• Bonus: Prior customer-facing experience is preferred.