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Client Onboarding Specialist

📅 Jul 6
Customer SuccessOnboardingSalesVerbal Communication

📜 Description

  • 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.

🛠️ Requirements

  • 2–4 years in Sales, Customer Success, or Onboarding — with real client-facing ownership
  • Strong verbal communication — polished, warm, and direct on camera
  • Comfortable working async with a US/UK client base
  • Organised enough to manage multiple accounts without dropping anything
  • Coachable, hungry, and genuinely motivated by client outcomes

✨ Benefits

  • Independent Contractor Agreement
  • $5K/month + a $1K bonus opportunity (USD)
  • Fully remote
  • Direct line to senior onboarding leadership
  • Growth track into broader CS or ops roles as the product line scales
Full job description

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.

If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.

THE COMPANY

A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.

This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.

What You Actually Do

  • 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

You Will Probably Not Fit If:

  • You need a slow ramp and lots of hand-holding before taking ownership
  • You measure success by tasks completed rather than outcomes delivered
  • You struggle to hold a direct, confident conversation with a frustrated client
  • You wait for direction rather than acting on what's in front of you

Requirements

What You Bring

  • 2–4 years in Sales, Customer Success, or Onboarding — with real client-facing ownership
  • Strong verbal communication — polished, warm, and direct on camera
  • Comfortable working async with a US/UK client base
  • Organised enough to manage multiple accounts without dropping anything
  • Coachable, hungry, and genuinely motivated by client outcomes

Benefits

Benefits

  • Independent Contractor Agreement
  • $5K/month + a $1K bonus opportunity (USD)
  • Fully remote
  • Direct line to senior onboarding leadership
  • Growth track into broader CS or ops roles as the product line scales

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