Empowering businesses through seamless virtual solutions — from admin support to digital operations, all done remotely.

Client Onboarding Specialist

Onboarding SpecialistCustomer SuccessFull TimeRemoteTeam 11-50H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

39 days ago

Salary

Not specified

English

Job Description

• Guide new and interested clients through Task Buddie’s onboarding process. • Conduct onboarding calls to understand client needs, goals, and service fit. • Explain service offerings, workflows, and next steps clearly and confidently. • Support the transition from sales conversations to active client relationships. • Coordinate scheduling, documentation, and follow-ups to ensure a smooth start. • Maintain accurate records and notes in the CRM system. • Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

Job Requirements

Previous experience in sales onboarding, account management, or client support preferred (not required).
Excellent communication and relationship-building skills.
A customer-focused, solution-oriented mindset.
Comfortable working independently in a fully remote setting.

Benefits

Competitive base salary plus performance-based bonuses and incentives.
Comprehensive benefits including medical, dental, vision, 401k, and paid time off.
Structured training and onboarding to set you up for success.
100% remote role designed for work–life balance.
A collaborative environment where your results make a direct impact.