Client Onboarding Specialist – Financial Software

Client Onboarding Specialist
Full Time | Permanent | Remote



Are You Ready for Client Onboarding Greatness? 

Are your client care skills impeccable?

Do you like solving problems?

Are you good with technology and complex software?

Can you withstand angry clients and take pride when they are happy?

Can you develop and manage several weeklong projects?

Would you find excitement in building out the core of strong businesses?

If so, then this gig is for you!


The Opportunity: Join the Team of Teams 

We are a SAAS company in the financial industry.

The name’s Infinity, and loan management software is the game.

Nice to meet you.

We are looking for superstar Client Onboarding Specialists to help our newest clients get set up on our software.

After new clients sign on with sales, they’re sent to you. They’ll look to you for training, project management, and support as you help them get set up on the industry’s best loan business management software.

Complex software = complex problems = you need to be a genius 😉

Okay, maybe not a genius… but you’re definitely going to grow here… your growth is actually our mission. We exist to give our employees and our clients the freedom to grow.


Your Awesome Benefits 

  • Access to Medical, Vision, Dental, & Life Insurance
  • Competitive Bonus & Profit-Sharing Program
  • Fortune 500 Level 401(k)
  • PTO + Parental Leave
  • Gym Stipend and Wellbeing Programs
  • Tuition Reimbursement Program
  • Incentivized Teamwork Program (Makes Work More Fun)
  • Work Remote


Our Culture 

We’ve been able to create a fun and focused environment where talented people have come together to build something that matters. We live to fulfill our mission which is to give our customers, employees, and partners the Freedom to Grow

Our goal is to automate and systematize excellence, and we believe you have what it takes to help take this team to the next level. 

Infinity promotes equal employment opportunities for all. Infinity does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, marital status or any other basis covered by appropriate law. All employment decisions are made based on qualifications, merit, and business need.

We Can’t Wait to Work with You! Apply Now!

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