Client Onboarding Specialist
RemoteUnited Kingdom or United States
Job Summary
Own the customer journey from paid to completing and renewing by running structured kickoff calls and keeping clients moving through milestones. Spot early churn signals and execute saves before they escalate, while bridging what Sales promised to what delivery can actually deliver. Manage a small number of concurrent accounts with consistency and care, communicating proactively so no customer wonders what's happening next. Work within established playbooks and flag what needs improving, ensuring you own the first 30-60-90 days of the customer journey. This seat sits inside the onboarding org dedicated to a fast-growing product line, where you make sure customers who come in the door finish, renew, and refer.
Required Qualifications
- 2–4 years in a client-facing Sales or SDR role
- Experience working directly with US or UK customers
- Polished, professional communicator — written and verbal English at a native or near-native level
- Commercial enough to understand what customers paid for and why it matters
- Empathetic enough to manage relationships without being passive
- Detail-oriented and reliable
- Looking to move from a Sales-heavy role into something more relationship and outcome-focused
Desired Qualifications
- Background in online education, SaaS, coaching, agency, or info-product environments
- Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)
- If you have a Sales background and are ready to stop closing and start delivering
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