Onboarding Specialist

📋 Description

• Understand client goals and tailor onboarding to their needs.
• Guide clients through onboarding, ensuring support every step.
• Serve as primary contact during onboarding, relay info between clients and teams.
• Ensure timelines, deliverables, and actions are completed on schedule.
• Proactively educate clients on processes, tools, and strategies.
• Identify requests outside scope and coordinate solutions with management.

🎯 Requirements

• 2–4 years in client onboarding or related role.
• Strong communication and client-first mindset.
• Proven ability to manage multiple projects and timelines.
• Highly organized with strong attention to detail.
• Experience cross-functional collaboration with internal teams.
• Familiar with CRM or PM tools (HubSpot, Salesforce, Asana).

🎁 Benefits

• Competitive base salary
• Health, dental, vision, 401(k), paid holidays.
• 90-day onboarding period with opportunities for career growth.
• Hybrid in-office and remote work flexibility.
• Supportive culture focused on development.