Client Onboarding Specialist
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Job Description
Client Onboarding Specialist supporting clients through onboarding at Task Buddie. Guiding clients to successful, long-term partnerships and ensuring smooth transitions.
Responsibilities:
- Guide new and interested clients through Task Buddie’s onboarding process.
- Conduct onboarding calls to understand client needs, goals, and service fit.
- Explain service offerings, workflows, and next steps clearly and confidently.
- Support the transition from sales conversations to active client relationships.
- Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
- Maintain accurate records and notes in the CRM system.
- Collaborate with sales and leadership teams to improve onboarding workflows and messaging.
Requirements:
- Previous experience in sales onboarding, account management, or client support preferred (not required).
- Excellent communication and relationship-building skills.
- A customer-focused, solution-oriented mindset.
- Comfortable working independently in a fully remote setting.
Benefits:
- Competitive base salary plus performance-based bonuses and incentives.
- Comprehensive benefits including medical, dental, vision, 401k, and paid time off.
- Structured training and onboarding to set you up for success.
- 100% remote role designed for work–life balance.
- A collaborative environment where your results make a direct impact.
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