Client Onboarding & Support Specialist

Position Title: Client Onboarding & Support Specialist
Location: Corporate: (Morrisville, NC)
Type of Position: Full Time (no agencies please)
Issuer Direct (NYSE: ISDR) is a global communications and compliance platform company, with offices in Research Triangle Park, NC, Salt Lake City, UT, and London, we are looking to hire several Client Onboarding & Support Specialists to join our customer success team. Thousands of CEO’s, CFO’s, compliance and shareholder communications professionals around the world rely on Issuer Direct to deliver their company’s vision to the market and to stay in compliance with regulatory agencies.

As one of fastest growing companies in our space, we are excited to be recruiting for skilled professionals looking to be a part of our dynamic team.

Position Summary

  • Review and understand client’s business and communication challenges to successfully onboard and implement our solution
  • Onboarding and training of new customers to ensure they are setup for maximum success in our platform
  • Learn and maintain a deep expertise of Issuer Direct's platform and best practices to provide ongoing value and support to our customers
  • Ensure proper and consistent communication of status to the client and the sales and operations teams
  • Work with our sales organization to manage client expectations and ensure that Onboarding Team has all information necessary for a smooth transition
  • Analyze, organize and communicate customer feedback to the Product, Engineering and Sales Teams


If you are looking for an exciting career in with a growing software company, then this is for you. You will be responsible for working with the entire organization and our clients to train, implement and support their business leaders inside the company and externally with partners to encourage platform use. Best of all, you will be continually learning new applications, techniques and processes that will further your communications and compliance platform experience.
This is a full time salary position, complete with full health benefits, flexible PTO plans, and 401K.

Issuer Direct Corporation is an equal opportunity employer and abides by applicable employment laws and regulations. All applicants for employment are considered without regard to race, color, religion, sex, national origin, age, marital or parental status, disability or sexual orientation.

Please submit your resume along with a cover letter indicating your availability and salary requirements to our team for consideration,

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Issuer Direct® is an industry-leading communications and compliance company focusing on the needs of corporate issuers. Issuer Direct’s principal platform, Platform id., empowers users by thoughtfully integrating the most relevant tools, technologies and services, thus eliminating the complexity associated with producing and distributing financial and business communications. Headquartered in RTP N.C., Issuer Direct serves more than 2,000 public and private companies in more than 18 countries.

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