Client Onboarding Specialist, AI Tools

This is a fully remote position, open to applicants in New York.

📋 Description

• Facilitate onboarding meetings with new clients through Zoom.

• Assist clients in completing the intake process and onboarding documentation.

• Collect client requirements and relay essential information to the internal team.

• Clearly communicate AI solutions, processes, and expectations in a manner that is easily understandable for clients.

• Act as the main point of contact during the onboarding phase.

• Ensure clients feel supported, informed, and confident throughout their onboarding journey.

• Keep precise records of client information and onboarding details in the CRM and internal systems.

• Collaborate with internal teams to guarantee a seamless onboarding experience.

• Follow up with clients to collect necessary information and keep the onboarding process on track.

• Provide assistance with customer support inquiries and maintain ongoing communication with clients as required.

• Acquire and retain a foundational understanding of the company's AI solutions and services.

• Carry out additional responsibilities related to the role as assigned.

⛳️ Requirements

• Proficient in English, both written and spoken.

• Exceptional interpersonal and communication abilities.

• At least 1 year of experience in intake, onboarding, customer service, or a client-facing position.

• Capable of conducting professional Zoom meetings independently.

• Tech-savvy with the capacity to explain technology-related concepts to clients.

• Comfortable discussing AI tools and technologies.

• Highly organized, reliable, and professional.

• Experience or knowledge of AI tools and technologies is strongly preferred.

• Ability to manage multiple tasks in a fast-paced setting.

• Quick to learn new systems, software, and workflows.

• Proficient in Microsoft Office (Word, Excel, Outlook) and standard business tools (spreadsheets, document management).

• Creative thinker, adaptable, dependable, self-motivated, and confident.

• Positive attitude with the ability to learn and adjust quickly.

• Capable of understanding and accurately following established processes with minimal supervision.

• Availability to work during U.S. Eastern Time (New York) business hours and adjust to business needs.

• Interest in long-term career prospects.

• Reliable computer (Windows 10 or newer), dual monitors, and stable high-speed internet connection.

🏝️ Benefits

• 100% remote work environment.

• Full-time position requiring 40 hours per week.

• Long-term career opportunity.

• Positive work atmosphere with potential for growth.