Customer Onboarding Specialist (Remote)

Remote
Full Time
Implementation
Entry Level

What We Do

We help Financial Professionals build and grow their business in a variety of different ways.  With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. 

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

About Our Culture

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we've grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We're building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you'll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let's create something extraordinary together!

Our Employee Benefits

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

  • Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
  • Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
  • Our robust insurance plan includes:
    • Medical with $0 co-pay Telehealth plan 
    • Dental
    • Vision
    • Health Savings Account (HSA) with generous employer contributions
    • Flexible Spending Accounts (FSA)
    • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
    • Company-paid Short & Long Term Disability coverage
    • Company-paid Employee Assistance Program (EAP)
  • Matching 401(k) with immediate full vesting
  • On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
  • Internet & Gym Reimbursement!
  • We’ll provide you with the work computer equipment you need to set you up for success!
  • Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

About the Role

We are looking for a bright, engaging person who loves talking to people.  You will be the front-line of our brand experience. Customer Onboarding Specialists lead 1:1 and small group trainings -teaching our customers how to use their digital marketing tools.  The goal is to drive product adoption and ensure our clients are excited about using their new tools.

The Customer Onboarding Specialists will manage communications with clients, train on platform functionality such as email, social, blogging, creating website edits and more. As a Customer Onboarding Specialist, client communication and relationship building will be critical to your success. Strong organizational skills and the ability to work on multiple projects simultaneously will be essential in this role.

Compensation This position offers $17.55/per hour

Primary Responsibilities & Expectations

  • Lead exciting 1-to-1 or 1-to-many video conference calls with customers, assisting with the set-up and configuration of their newly acquired marketing tools
  • Host periodic ‘checkups’ to ensure client adoption and success with their FMG Suite products
  • Communicate with/respond to clients in an accurate and timely manner
  • Exercise patience and understanding when the subscriber is frustrated or not understanding the setup process.
  • Ability to set proper expectations with subscribers throughout the setup process.
  • Work with the Customer Service tools (Salesforce, FMG Suite’s Advisor Admin, Google Suite, Acuity Scheduling) to move a subscriber through the setup process.
  • Provide feedback to management on the efficacy of the Customer Onboarding Specialist position.
  • Access to a private & secure workspace, free from distractions
  • Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
  • An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills and Qualifications

  • Prior customer service or support experience
  • Highly organized
  • Excellent communication skills, both written and verbal. Customer Onboarding Specialists must communicate clearly and professionally with all customers.
  • Strong interpersonal skills. Customer Onboarding Specialists must form positive relationships with each customer throughout their onboarding process.
  • Strategic thinking. Customer Onboarding Specialists must strive to understand each customer's unique organization in order to lead an amazing onboarding experience.
  • Prior Teaching or Customer Service experience preferred
  • Experience working with Hubspot and video conferencing software preferred

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. 

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information.  If you require accommodation to complete the application or interview process, please contact [email protected].

You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/


 
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