Client Onboarding Specialist

About the role

You are the bridge between a customer signing and a customer succeeding. This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.

Responsibilities

• Own the customer journey from "paid" to "completing and renewing"
• Run structured kickoff calls and keep customers moving through milestones
• Spot early churn signals and execute saves before they escalate
• Bridge what Sales promised to what delivery can actually deliver
• Work within playbooks and flag what needs improving
• Manage a small number of concurrent accounts with consistency and care
• Communicate proactively — no customer should wonder what's happening next

Requirements

• 2–4 years in a client-facing Sales or SDR role — people who have closed or prospected and are ready to move into a delivery and relationship-focused seat are strongly preferred
• Experience working directly with US or UK customers — comfortable with the communication style and expectations of these markets
• Background in online education, SaaS, coaching, agency, or info-product environments is a strong plus
• Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)

Profile

• 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 — customers notice when follow-through slips
• Looking to move from a Sales-heavy role into something more relationship and outcome-focused