Client Onboarding Specialist

Job summary

You will manage the customer journey from kickoff through activation and renewal, ensuring consistent communication and milestone completion. You are responsible for identifying churn risks and bridging the gap between sales promises and product delivery.

Job details

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 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 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

What you’ll do

You will manage the customer journey from kickoff through activation and renewal, ensuring consistent communication and milestone completion. You are responsible for identifying churn risks and bridging the gap between sales promises and product delivery.

Requirements

Candidates should have 2-4 years of experience in Sales, Customer Success, or Onboarding with a track record of client-facing ownership. Strong verbal communication skills and the ability to work independently in an asynchronous environment are required.

Benefits

• Bonus opportunity • Fully remote • Direct line to senior onboarding leadership • Growth track

Listed skills

• Problem solving · Preferred
• Sales · Preferred
• Communication · Preferred
• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer onboarding
• Customer success
• Sales
• Account management
• Communication
• Problem solving
• Relationship management
• Churn prevention
• Project management
• Async communication
• Customer Success Management
• Leadership
• Marketing
• Product Lining
• Verbal Communication Skills

Job areas

• Customer Service & Support
• Sales
• Software
• Management & Leadership
• Client Onboarding Specialist
• Human Resources Specialist
• Personnel and Careers Professionals
• Human Resources Specialists