Remotery

Client Onboarding Operations Coordinator

Posted Jul 29

This is a fully remote position, open to applicants in United States.

📋 Description

• 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.


⛳️ Requirements

• 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.


🏝️ Benefits

• 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.

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