Job Description
Overview
Join a fast-growing startup SaaS company building tools that help businesses operate more efficiently and scale faster.
We’re looking for a Client Onboarding Specialist who enjoys working with people, explaining technology, and helping customers get real value from a product early in their journey.
In this role, you’ll guide new customers through onboarding, help them set up the platform, and show them how to use the tools effectively. It’s a mix of client onboarding, product education, and consultative client support. You’ll work closely with customers during their first weeks on the platform to ensure a smooth launch and strong adoption.
Because this is a startup environment, you’ll have the opportunity to make a visible impact, collaborate across teams, and grow with the company as it scales.
- What You’ll Do
- Lead onboarding calls with new customers and walk them through the platform
- Help clients configure accounts and tools to match their workflow
- Demonstrate key features and best practices during product walkthroughs
- Identify opportunities where clients could benefit from additional platform capabilities
- Act as a trusted point of contact during the early stages of the client relationship
- Track onboarding progress and maintain organized client records in CRM systems
- Partner with product, support, and growth teams to improve the onboarding experience
- Follow up with customers to ensure they are confident using the platform
- What We’re Looking For
- Experience in customer onboarding, client success, account coordination, or consultative sales
- Strong communication and presentation skills
- Comfortable leading virtual product demos or walkthroughs
- Organized and able to manage multiple customer relationships simultaneously
- Curious mindset with interest in technology and SaaS products
- Comfortable working in a fast-paced startup environment
- Perks & Benefits
- Fully remote role
- Company-provided equipment for your home office
- Work-from-home stipend for office setup and monthly expenses
- Competitive base salary with performance incentives
- Health, dental, and vision benefits
- Flexible scheduling and remote-first culture
- Opportunity to grow quickly as the company scales
- Work directly with leadership in a startup environment
- Modern tools and technology stack
- Why This Role Stands Out
- High-impact position working directly with new customers
- Blend of client success, product education, and consultative sales
- Startup environment where your ideas and feedback matter
- Clear path into Customer Success, Account Management, or Growth roles
Pay: $65,000.00 - $85,000.00 per year
- Benefits:
- 401(k)
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: Remote
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