Remote Client Onboarding Analyst Jobs
Remote Client Onboarding Analyst jobs are open across fintech, SaaS, insurance, and financial services at remote-first companies and distributed enterprise teams, from entry-level associate roles to senior client success analysts. Employers hiring remotely right now include SunExits, Slayyy, and Tangible Solutions. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 9+ Remote Client Onboarding Analyst jobs
FLSA Status: Exempt
Reports To: President & CEO
Job Summary:
The Client Onboarding Specialist leads healthcare clients through the implementation of Tangible Solutions' products and services from project kickoff and technical requirements gathering through testing, go-live, and transition to ongoing support.
This role serves as the primary client contact during onboarding and coordinates activities among client stakeholders and Tangible Solutions' technical, operational, and support teams. The successful candidate combines healthcare technology knowledge, structured project management, and strong client communication skills to deliver timely and well-organized implementations.
Key Responsibilities:
(a) Implementation & Project Execution: Work with existing customers to plan, execute, and lead customer onboarding projects, ensuring deliverables are completed on schedule and within scope.
(b) Client & Stakeholder Management: Serve as the primary point of contact during onboarding; communicate project milestones, manage expectations, and align resources across internal technical teams and external health systems/stakeholders.
(c) Interface & Technical Coordination: Assist in defining requirements for (healthcare data, EHR integration), conduct data validation, and execute user acceptance testing (UAT) prior to deployment.
(d) Roadblock Resolution: Proactively identify project risks, technical bottlenecks, or misalignments and develop swift solutions to maintain go-live schedules.
(e) Training & Transition: Educate client staff on system features and best practices; ensure a smooth, documented hand-off from onboarding to the general Client Support team post-go-live.
(f) Continuous Improvement: Track implementation metrics, gather client feedback, and contribute to standardizing internal onboarding documentation and SOPs.
(g) Travel & Team Collaboration: Participate in quarterly in-person team huddles and strategic alignment meetings.
Required Qualifications:
(a) Three years of experience in client implementation, onboarding, project coordination, or project management.
(b) Experience managing multiple client implementations or projects concurrently.
(c) Experience communicating with technical and non-technical stakeholders.
(d) Ability to document requirements, track deliverables, identify risks, and coordinate issue resolution.
(e) Working knowledge of healthcare data, healthcare operations, or electronic health record systems.
(f) Strong written, verbal, organizational, and problem-solving skills.
Preferred Qualifications:
(a) Bachelor’s degree in project management, information systems, healthcare administration, business, or a related field.
(b) Experience in healthcare technology or a software-as-a-service environment.
(c) Experience with EHR interfaces, HL7, FHIR, data validation, or user acceptance testing.
(d) PMP, CAPM, or relevant healthcare technology certification.
Work Conditions & Physical Demands:
(a) Workplace: Remote home office environment.
(b) Travel: Some travel may be required in support of our customers and their implementations.
(c) Schedule: Core business hours with occasional flexibility needed for scheduled maintenance windows or go-live support.
Pay: $70,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Remote
FLSA Status: Exempt
Reports To: President & CEO
Job Summary:
The Client Onboarding Specialist leads healthcare clients through the implementation of Tangible Solutions' products and services from project kickoff and technical requirements gathering through testing, go-live, and transition to ongoing support.
This role serves as the primary client contact during onboarding and coordinates activities among client stakeholders and Tangible Solutions' technical, operational, and support teams. The successful candidate combines healthcare technology knowledge, structured project management, and strong client communication skills to deliver timely and well-organized implementations.
Key Responsibilities:
(a) Implementation & Project Execution: Work with existing customers to plan, execute, and lead customer onboarding projects, ensuring deliverables are completed on schedule and within scope.
(b) Client & Stakeholder Management: Serve as the primary point of contact during onboarding; communicate project milestones, manage expectations, and align resources across internal technical teams and external health systems/stakeholders.
(c) Interface & Technical Coordination: Assist in defining requirements for (healthcare data, EHR integration), conduct data validation, and execute user acceptance testing (UAT) prior to deployment.
(d) Roadblock Resolution: Proactively identify project risks, technical bottlenecks, or misalignments and develop swift solutions to maintain go-live schedules.
(e) Training & Transition: Educate client staff on system features and best practices; ensure a smooth, documented hand-off from onboarding to the general Client Support team post-go-live.
(f) Continuous Improvement: Track implementation metrics, gather client feedback, and contribute to standardizing internal onboarding documentation and SOPs.
(g) Travel & Team Collaboration: Participate in quarterly in-person team huddles and strategic alignment meetings.
Required Qualifications:
(a) Three years of experience in client implementation, onboarding, project coordination, or project management.
(b) Experience managing multiple client implementations or projects concurrently.
(c) Experience communicating with technical and non-technical stakeholders.
(d) Ability to document requirements, track deliverables, identify risks, and coordinate issue resolution.
(e) Working knowledge of healthcare data, healthcare operations, or electronic health record systems.
(f) Strong written, verbal, organizational, and problem-solving skills.
Preferred Qualifications:
(a) Bachelor’s degree in project management, information systems, healthcare administration, business, or a related field.
(b) Experience in healthcare technology or a software-as-a-service environment.
(c) Experience with EHR interfaces, HL7, FHIR, data validation, or user acceptance testing.
(d) PMP, CAPM, or relevant healthcare technology certification.
Work Conditions & Physical Demands:
(a) Workplace: Remote home office environment.
(b) Travel: Some travel may be required in support of our customers and their implementations.
(c) Schedule: Core business hours with occasional flexibility needed for scheduled maintenance windows or go-live support.
Pay: $70,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Remote
See All 9 Remote Client Onboarding Analyst Jobs
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Find JobsRemote Client Onboarding Analyst Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in remote client onboarding analyst jobs.
- One to three years of experience in client onboarding, implementation, or customer success
- Proficiency with CRM platforms and applicant tracking or project management tools
- Strong written and verbal communication skills for client-facing interactions
- Ability to manage multiple concurrent onboarding projects under defined timelines
- Familiarity with KYC, AML, or compliance documentation requirements in regulated industries
- Bachelor's degree in business, finance, communications, or a related field
Tips for Your Remote Client Onboarding Analyst Job Search
Show async communication skills upfront
Remote client onboarding runs on written handoffs, not hallway conversations. Include examples of client-facing emails, onboarding documentation, or structured follow-up messages in your application materials so hiring managers can see you communicate clearly without real-time back-and-forth.
Highlight CRM and onboarding tool fluency
Remote onboarding teams rely on tools like Salesforce, HubSpot, Gainsight, or Zendesk to track client progress without in-person check-ins. Name the specific platforms you've used and describe how you managed client stages or escalations inside them.
Apply early to remote roles that fit
Migrate Mate lists remote client onboarding analyst openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through on-site listings.
Prepare for async interview formats
Many remote employers use recorded video screens or written case questions before a live call. Practice walking through a client onboarding scenario in writing or on camera, focusing on how you'd keep a remote client on schedule during a complex setup.
Remote Client Onboarding Analyst Jobs: Frequently Asked Questions
How do I get a remote client onboarding analyst job?
Target remote-first companies in fintech, SaaS, and insurance, where distributed onboarding teams are common. Remote employers screen heavily for async written communication, since you'll walk clients through setup steps over email and chat rather than in person. Demonstrating experience with CRM tools, ticketing systems, and client-facing documentation gives you a clear edge over candidates with only on-site backgrounds.
Which companies hire remote client onboarding analysts?
Remote client onboarding analyst roles are posted by SunExits, Slayyy, and Tangible Solutions and others right now, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first software companies, distributed fintech platforms, and national insurance carriers that manage client relationships entirely through digital channels.
Can you get a remote client onboarding analyst job with no experience?
Yes, but remote entry-level openings are more competitive because employers expect you to work independently from day one without on-site supervision. Early-career candidates do better by targeting smaller SaaS companies or fintech startups that build onboarding teams from scratch. Showing a sample onboarding checklist, a client communication example, or a completed CRM certification can substitute for direct work history and open the door.
Do you need a degree for remote client onboarding analyst jobs?
Not always. Many remote employers care more about demonstrated client communication skills, CRM proficiency, and the ability to manage a client pipeline independently than about a specific degree. Candidates who can show organized onboarding workflows, strong written communication samples, and familiarity with tools like Salesforce or HubSpot frequently move forward without a four-year credential.
See All 9 Remote Client Onboarding Analyst Jobs
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