Our client is seeking a motivated and detail-oriented Client Onboarding Specialist to manage the end-to-end onboarding process for new clients.
Key Responsibilities
- Serve as the primary point of contact for new clients during the onboarding phase.
- Coordinate all onboarding activities, including data collection, documentation review, compliance checks, and system setup.
- Collaborate with internal teams such as Sales, Operations, Finance, and Compliance to ensure a seamless transition from sale to service delivery.
- Conduct onboarding calls and walkthroughs to familiarize clients with tools, platforms, and processes.
- Review and verify all client information and agreements for accuracy and regulatory compliance.
- Monitor onboarding progress and proactively resolve any delays or issues.
- Maintain onboarding trackers and provide regular updates to management on status and KPIs.
- Identify process improvement opportunities to enhance client experience and reduce onboarding time.
- Support client training sessions and provide post-onboarding assistance as required.
Required Qualifications & Experience
- Bachelor’s degree in Business Administration, Finance, or related field.
- 2+ years of experience in client onboarding, customer success, or account implementation roles (B2B preferred).
- Experience in financial services, SaaS, professional services, or consulting is a strong advantage.
- Strong understanding of client lifecycle management (CLM) and documentation processes.
- Excellent communication and relationship management skills.
- Strong organizational skills with the ability to manage multiple clients and priorities simultaneously.
- Proficiency in CRM tools (Salesforce, HubSpot, or similar) and MS Office / Google Workspace.
- Detail-oriented, process-driven, and customer-focused mindset.
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