Client Onboarding Specialist
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
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