New Client Onboarding Specialist

New Client Onboarding Specialist

Dialogue Customer Service Team

Are you a tech-savvy people person who thrives on helping others succeed? We are seeking an enthusiastic New Client Onboarding Specialist to join our dynamic team. In this high-impact role, you will guide new customers from the point of sale to a successful launch, ensuring a seamless, best-in-class experience from day one.

Are You Someone Who...

• Champions Success: Energetic, empathetic, and driven to help clients achieve their goals.


• Is Resourceful & Curious: A fast, lifelong learner who loves finding creative solutions and driving to a "Yes."


• Masterfully Multitasks: Has the organizational skills to manage multiple clients and deadlines without missing a detail.


• Communicates Naturally: Possesses exceptional listening, conversational, and presentation skills.

Key Responsibilities

• Drive Implementation: Lead the onboarding journey from sales handoff to launch, configuring services to meet client needs.


• Advocate for Clients: Act as the primary champion and point of contact via virtual meetings, email, chat, and phone.


• Educate & Empower: Conduct engaging live training sessions and create helpful resources (video tutorials, guides).


• Manage Timelines: Set clear expectations and project milestones so clients realize the value of their investment quickly.


• Collaborate & Optimize: Partner with Sales, Product, and Vendors to resolve challenges, track CSAT scores, and continuously improve the onboarding lifecycle.

Qualifications & Requirements

• Top-Tier Communication: Ability to explain complex technical concepts in simple, clear terms.


• Problem-Solving Instincts: Highly organized, patient, and cool under pressure when resolving client roadblocks.


• Tech-Forward Mindset: Comfortable navigating CRMs (Salesforce/Zendesk), video conferencing, and knowledge bases.

Ready to Make an Impact?

If you are ready to shape the first impression of the Dialogue experience and celebrate client wins every day, apply now to join our vibrant team!