Client Experience Onboarding Specialist

About Our Client

The organization operates within the client experience and services industry, focusing on integrating clients acquired through mergers and acquisitions. It addresses the challenge of ensuring a smooth transition for newly acquired clients by providing structured onboarding processes that connect clients with appropriate internal teams and resources. This approach supports client confidence and service continuity during critical transition periods.

About the Opportunity

The Client Experience Onboarding Specialist is responsible for managing the initial onboarding phase for clients acquired through M&A. This role ensures clients receive a welcoming, well-coordinated introduction to the organization, facilitating client engagement and smooth transition to ongoing client management. The position is key to maintaining client satisfaction and operational continuity during the first 30 to 60 days post-acquisition.

Responsibilities

• Serve as the primary contact for newly acquired clients during onboarding.
• Lead and facilitate onboarding and introduction meetings with clients and internal stakeholders.
• Coordinate and schedule onboarding activities within defined timelines.
• Connect clients with appropriate internal experts based on their needs.
• Build relationships with executive and operational stakeholders.
• Monitor client sentiment and manage issue resolution during onboarding.
• Gather and validate onboarding requirements such as credentials and system access.
• Track onboarding progress against milestones and maintain accurate reports.

Requirements

• 1–3 years experience in customer-facing roles such as Customer Success, Client Experience, Account Management, or Project Coordination.
• Preferred experience in onboarding, implementation, client transitions, or M&A integration.
• Proven ability to facilitate client or stakeholder meetings.
• Strong interpersonal skills and experience working across business units.
• Familiarity with CRM systems; Microsoft Dynamics preferred.
• Ability to manage multiple onboarding processes with attention to detail.

Pay Range and Compensation Package

• Base salary range: $75,000 to $90,000.
• Eligible for bonus according to the organization's plan.
• Compensation will be determined based on experience, skills, and other relevant factors.

Benefits & Perks

• Health and welfare benefits including Medical, Dental, and Vision insurance.
• Accident, critical illness, and hospital indemnity coverage.
• Employee Assistance Program.
• Life and AD&D insurance.
• Short- and long-term disability insurance.
• Flexible spending accounts.
• Transportation and parking accounts.
• Health savings accounts with organization contributions.
• Retirement planning with 401(k) matching contributions.
• Legal benefits and identity theft protection.
• Pet insurance.
• Wellness program offerings.
• Paid time off starting at 15 days annually.
• Eight paid holidays per year including one floating holiday.