
Client Onboarding Operations Coordinator
Posted Jul 29

Posted Jul 29
This is a fully remote position, open to applicants in United States.
• Take charge of the daily coordination for new client onboarding, collaborating closely with the Customer Success Lead.
• Gather, organize, and validate client onboarding information, including organization names, client/talent details, social media links, owned intellectual property, publisher assets, and contact details.
• Establish fully configured accounts for clients, ensuring all information is accurate and complete before transferring to the Customer Success team.
• Monitor outstanding items and proactively engage with clients, publishers, and internal teams to ensure the onboarding process progresses smoothly.
• Keep organized records and trackers of onboarding statuses for multiple clients simultaneously.
• Act as a clear point of contact for clients throughout the onboarding process, professionally communicating timelines and next steps.
• Identify missing information, discrepancies, or obstacles early on and escalate issues to the Head of Customer Success as necessary.
• Work in collaboration with technical and product teams to ensure that client data and assets are accurately integrated into internal systems.
• Consistently enhance onboarding checklists and processes as the client base expands.
• 2–4 years of experience in client onboarding, project coordination, account management, or a related operations role.
• Outstanding organizational skills and meticulous attention to detail — adept at managing multiple clients/tasks simultaneously without overlooking details.
• Excellent written and verbal communication skills; comfortable engaging with high-profile clients and internal leadership.
• Experience collaborating with technical or product teams, or a strong aptitude for quickly adapting to new tools and systems.
• Proven ability to manage timelines, track follow-ups, and independently drive tasks to completion.
• Ability to handle sensitive and confidential client information with care and discretion.
• Bachelor's degree in a relevant field, or equivalent professional experience.
• Work alongside a highly experienced and world-class AI and Machine Learning team.
• Enjoy unlimited paid time off.
• Receive equity in a tech company within one of the most exciting and rapidly growing sectors.
• Access to a flexible spending account, with company contributions.
• Comprehensive health, dental, and vision insurance.
• 401k plan available.
Pennylane
Stayd
Canopy Connect
JDPA LIMITED
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