Account Setup Coordinator
virtual vocationsNew York (NY)
About the role
To support the onboarding process, the full-time remote Account Setup Coordinator will manage the accurate configuration and activation of client accounts within the company's proprietary system, ensuring compliance with internal protocols and client specifications.
Key responsibilities:
Set up and activate new client accounts and additional product configurations based on client needs
Configure sub-accounts and loan officer accounts with appropriate permissions and features
Coordinate with internal departments to validate access levels and ensure data accuracy
Required qualifications:
High School diploma or equivalent required
1-3 years of relevant customer service or administrative experience
Prior experience with account setup or data entry preferred
Experience in a technical or software-enabled environment is a plus
Demonstrated ability to learn and work within proprietary systems
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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