Client Onboarding Specialist

About the Role

We are looking for a proactive and client-focused Client Onboarding Specialist to join our growing team. In this role, you’ll be the first point of contact for new clients—guiding them through the onboarding journey, ensuring a seamless transition, and setting them up for long-term success. The ideal candidate is an excellent communicator, highly organized, and committed to delivering an exceptional client experience from day one.

Key Responsibilities

• Serve as the primary contact for new clients during the onboarding phase.
• Conduct welcome calls and walkthroughs to introduce services, tools and processes.
• Collaborate with internal teams (sales, operations and support) to ensure smooth handovers.
• Understand client goals and tailor onboarding to meet their specific needs.
• Address client questions, concerns, and objections with professionalism and clarity.
• Maintain detailed records of onboarding activities and client interactions in CRM.
• Provide feedback to improve onboarding processes and enhance client experience.
• Build strong, trust-based relationships that lay the foundation for long-term retention.

Requirements

Preferred Qualifications

Compensation & Benefits

If you are passionate about delivering a top-notch client experience and helping businesses succeed from the very start, we’d love to hear from you!

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