Client Onboarding Specialist

Job Summary

To support a growing customer base, the full-time Client Onboarding Specialist will manage the onboarding process for new clients, ensuring a smooth transition to the platform while working remotely.

Key responsibilities

• Collaborate with sales teams to set up clients for success and address potential pain points
• Build trips, migrate participant data, and deliver personalized training to new customers
• Manage multiple onboarding projects simultaneously, ensuring all tasks are completed efficiently

Required qualifications

• Fluency in English; additional languages, especially Spanish, are a plus
• Experience in travel tech or SMB-focused SaaS is preferred
• Strong project management skills with the ability to juggle multiple projects
• Comfortable in customer-facing roles and proactive in educating clients
• Experience in onboarding, customer success, or account management is beneficial