Customer Onboarding Specialist

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Conduct welcome and setup calls with new clients.

• Assist customers in configuring their accounts and utilizing the platform for the first time.

• Monitor onboarding progress and follow up on any outstanding tasks.

• Create onboarding documentation and concise how-to guides.

• Transition completed accounts to the support or success teams.

• Collect feedback and identify common challenges.

⛳️ Requirements

• Background in onboarding, customer success, training, or account support.

• Comfortable leading video calls and explaining concepts in a straightforward manner.

• Familiarity with a CRM or customer management platform.

• Proficient in written and spoken English with an organized approach.

• A dependable fiber connection, a functioning laptop, and a quiet workspace.

• Experience in onboarding customers to a SaaS product (preferred).

• Knowledge of tools such as HubSpot, Intercom, or Notion (preferred).

• Skills in creating templates or onboarding checklists (preferred).

🏝️ Benefits

• Fully remote — the flexibility to work from anywhere in South Africa.

• Working hours from 09:00 to 17:00 UK time (11:00 to 19:00 SAST), Monday to Friday.

• Long-term position with a stable employer based in the UK.

• Continuous support from the Remote Recruitment team throughout your tenure.