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Onboarding Specialist

πŸ“… Jun 16
B2B OnboardingCustomer SuccessAccount ManagementCommunication Skills
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πŸ“œ Description

  • Serve as a primary point of contact for new customers during the onboarding process
  • Guide customers through onboarding milestones and ensure a smooth transition
  • Schedule and coordinate onboarding meetings, training sessions, and follow-up calls
  • Maintain regular communication with customers to provide updates and answer questions
  • Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time

πŸ› οΈ Requirements

  • Excellent English communication skills: verbal, written, and reading – MUST
  • Previous experience onboarding B2B clients – MUST
  • Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role – MUST
  • Strong interpersonal skills, with the ability to build rapport with clients
  • Experience managing client relationships and guiding customers through implementation or onboarding processes
  • Detail-oriented with a focus on providing exceptional customer service
  • Strong organizational and project coordination skills
  • Collect and organize customer information required for successful onboarding

✨ Benefits

  • Fully remote, long-term opportunity
  • Work directly with US-based teams
  • Stable full-time schedule
  • Clear processes and structured work
  • Opportunity to grow into higher-level roles
Full job description

About the Company:

Aidey is an AI-first Business Process Outsourcing company β€” the human layer powering the world's most ambitious AI-native companies. We staff the last mile of customer experience, technical success, back-office operations, and sales, operating remotely from the Philippines. Every process we run is designed AI-first and finalized by a senior human, so our clients inherit better quality, faster cycles, and a lower cost base. Trusted by global brands including Nokia and Wix, Aidey is where human intelligence meets machine scale.

About the Position:

As the Onboarding Specialist, you will be responsible for guiding B2B clients through the onboarding process, ensuring a smooth and successful transition into our services. You will serve as a trusted point of contact for new clients, helping them navigate onboarding milestones, coordinating with internal teams, and setting the foundation for long-term customer success.

Requirements

  • Excellent English communication skills: verbal, written, and reading – MUST
  • Previous experience onboarding B2B clients – MUST
  • Previous experience in Customer Success, Customer Onboarding, Account Management, or a similar client-facing role – MUST
  • Strong interpersonal skills, with the ability to build rapport with clients
  • Experience managing client relationships and guiding customers through implementation or onboarding processes
  • Detail-oriented with a focus on providing exceptional customer service
  • Strong organizational and project coordination skills
  • Ability to work independently as well as collaboratively within a team environment

Responsibilities:

  • Serve as a primary point of contact for new customers during the onboarding process
  • Guide customers through onboarding milestones and ensure a smooth transition
  • Schedule and coordinate onboarding meetings, training sessions, and follow-up calls
  • Maintain regular communication with customers to provide updates and answer questions
  • Collect and organize customer information required for successful onboarding
  • Coordinate with internal teams to ensure onboarding tasks are completed accurately and on time
  • Track onboarding progress and proactively follow up on outstanding items
  • Document customer interactions, onboarding activities, and key account details within company systems
  • Identify potential onboarding challenges and escalate issues when necessary
  • Help create a positive customer experience by ensuring customers feel supported throughout the onboarding journey
  • Assist with process improvements and documentation related to onboarding workflows
  • Support customer retention efforts by helping customers achieve a successful launch experience

Benefits

  • Fully remote, long-term opportunity
  • Work directly with US-based teams
  • Stable full-time schedule
  • Clear processes and structured work
  • Opportunity to grow into higher-level roles
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