Onboarding Specialist
$65,000–$80,000 year
RemoteUnited States
Job Summary
Facilitate the client handoff from Account Executives, review contract terms, and pre-fill onboarding checklists to configure accounts for activation. Update location records, train clients on the OCRA app, and collect payment information to enable billing setup. Maintain proactive contact during the first 60 days by conducting invoice reviews and reporting guidance before managing a documented handoff to the Strategic Account Manager and Revenue Optimization Manager. This foundational role consolidates onboarding accountability to free Sales and Account Management teams, offering a natural path into Account Executive or Portfolio Management.
Required Qualifications
- 2+ years of experience in client onboarding, customer success, or operations
- Strong organizational skills: Proven ability to manage multiple concurrent onboardings against firm timelines without letting details slip
- Clear communication: Comfortable leading onboarding calls and building trust quickly with new clients, and translating checklist/process detail into plain language
- Technical proficiency: Proficiency with the Google Suite (Sheets, Docs, Drive) and the ability to learn and adopt internally built tools to track and drive onboarding milestones
- Self-starter mentality: Proven ability to thrive in a fast-paced, remote, and results-oriented environment. Identify opportunities for improvement and see them through to completion
- Tenacious follow-through: When a client goes quiet and go-live is on the line, qualified candidates pick up the phone, send the text, and track down whoever can remove the roadblock — same day
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