Client Onboarding Specialist
24 hours ago
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
- Proven experience in client onboarding, account management, or client success roles.
- Strong verbal and written communication skills with a client-first mindset.
- Ability to explain complex processes in a simple, clear, and engaging way.
- Highly organized with excellent time-management skills.
- Experience with CRM systems and virtual collaboration tools (Zoom, Slack, etc.).
- Self-motivated, detail-oriented, and adaptable in a fast-paced environment.
Preferred Qualifications
- Background in BPO, outsourcing, or professional services.
- Experience in managing multiple clients simultaneously.
- Demonstrated ability to build rapport and maintain strong client relationships.
Compensation & Benefits
- Competitive base salary (100k to 150k) with huge performance & target based incentives.
- Professional growth and career advancement opportunities.
- Ongoing training and mentorship to enhance onboarding and client relationship skills.
- Supportive and collaborative work environment.
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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