Client Experience Onboarding Specialist

Job Summary

Acting as the primary point of contact for newly acquired clients, the full-time remote Client Experience Onboarding Specialist will deliver a high-touch onboarding experience, coordinating activities and facilitating introductions to ensure a smooth transition to Net at Work.

Key responsibilities

• Serve as the main contact for clients during onboarding, ensuring a welcoming experience and setting clear expectations
• Lead onboarding meetings with clients and internal stakeholders to build confidence and facilitate productive conversations
• Monitor client sentiment throughout the onboarding process, addressing issues and ensuring a seamless transition to the assigned Client Experience Manager

Required qualifications

• 1-3 years of experience in a customer-facing role such as Customer Success, Account Management, or Project Coordination
• Experience in onboarding, implementation, client transitions, or M&A integration preferred
• Demonstrated experience facilitating client or stakeholder meetings
• Familiarity with CRM systems; Microsoft Dynamics experience preferred
• Ability to manage multiple client onboarding journeys simultaneously with strong attention to detail