Client Onboarding Specialist

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

📋 Description

• Act as the main point of contact for new clients during the onboarding process.

• Facilitate kickoff meetings to establish objectives, scope, key contacts, timelines, and expectations.

• Provide updates on progress and address any questions or concerns from clients.

• Clarify onboarding requirements, client responsibilities, and support available post-launch.

• Review sales handover documentation and create onboarding plans, checklists, timelines, and milestone trackers.

• Collaborate with Sales, Operations, Account Management, IT, Finance, and other relevant teams.

• Monitor dependencies and outstanding requirements to avoid delays.

• Identify risks associated with onboarding and escalate issues that may impact timelines, service readiness, or client experience.

• Collect and verify client information, documents, workflow details, and access needs.

• Keep client records and onboarding statuses updated in CRM and project management systems.

• Oversee account setup, system access, configuration, and implementation requirements.

• Ensure all approvals, documentation, and readiness checks are completed prior to service launch.

• Prepare handover documentation detailing client requirements, workflows, contacts, and any unresolved issues.

• Arrange onboarding sessions, process walkthroughs, and training for clients.

• Provide guides, reference materials, and instructions for accessing support.

• Manage the transition to the designated account manager or service delivery team.

• Follow up after the launch to confirm the completion of the handover process.

• Report on ongoing onboarding projects, including milestones, delays, and escalations.

• Collect client feedback and enhance onboarding templates, checklists, and standard operating procedures.

• Suggest improvements to minimize rework, accelerate onboarding timelines, and enhance coordination.

⛳️ Requirements

• Mid-level position.

• Experience in client communication and relationship management is requested in the application form, though no minimum experience is required.

• Capability to manage client onboarding processes, documentation, timelines, milestones, and stakeholder coordination.

• Experience or ability to utilize CRM and project management systems.

• Proficiency in coordinating account setup, system access, configuration, and implementation needs.

• Ability to organize client training and conduct process walkthroughs.

• Competence in preparing onboarding and handover documentation.

• Skill in identifying risks, tracking dependencies, escalating issues, and enhancing processes.

🏝️ Benefits

• Comprehensive training and development opportunities.

• Collaborative and inclusive work environment.

• Competitive salary and performance-based incentives.

• Flexible working hours and remote work options.

• Health and wellness programs.