Client Onboarding Specialist

Job Summary

Enthusiastic and tech-savvy, the full-time New Client Onboarding Specialist will guide new customers from the point of sale to a successful launch, ensuring a seamless experience while working remotely.

Key Responsibilities

• Lead the onboarding journey from sales handoff to launch, configuring services to meet client needs
• Act as the primary champion and point of contact for clients via virtual meetings, email, chat, and phone
• Conduct engaging live training sessions and create helpful resources, such as video tutorials and guides

Required Qualifications

• Ability to explain complex technical concepts in simple, clear terms
• Highly organized, patient, and cool under pressure when resolving client roadblocks
• Comfortable navigating CRMs (Salesforce/Zendesk), video conferencing, and knowledge bases