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Client Onboarding Specialist

icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

Job Description - Client Onboarding Specialist

Description

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

AI Acquisition is a multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. We launch and scale information and software products on a marketing and sales engine refined across 12 product launches and $100M+ in ad spend.

This seat sits inside our 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.



Requirements

What You 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

This Role Is Not For You If

  • You are looking for a director or head-of-level scope
  • You want to build strategy from scratch with no guardrails
  • You are not comfortable being measured on customer outcomes weekly
  • You need a slow ramp or a fully handed-over runbook before you act

What We're Looking For

Experience

  • 2–4 years in a client-facing Sales or SDR role — people who have closed or prospected and are ready to move into a delivery and relationship-focused seat are strongly preferred
  • Experience working directly with US or UK customers — comfortable with the communication style and expectations of these markets
  • Background in online education, SaaS, coaching, agency, or info-product environments is a strong plus
  • Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)

Profile

  • Polished, professional communicator — written and verbal English at a native or near-native level
  • Commercial enough to understand what customers paid for and why it matters
  • Empathetic enough to manage relationships without being passive
  • Detail-oriented and reliable — customers notice when follow-through slips
  • Looking to move from a Sales-heavy role into something more relationship and outcome-focused


Benefits

Compensation & Setup

  • Independent Contractor Agreement
  • Competitive Base salary, geography-adjusted
  • Fully remote, async-first with US and UK overlap
  • Direct line to senior onboarding leadership
  • Growth track into broader CS or ops scope as the product line scales
Original job Client Onboarding Specialist posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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