Remote Client Onboarding Specialist

Overview Join a fast-growing startup SaaS company building tools that help businesses operate more efficiently and scale faster. We’re looking for a Client Onboarding Specialist who enjoys working with people, explaining technology, and helping customers get real value from a product early in their journey. In this role, you’ll guide new customers through onboarding, help them set up the platform, and show them how to use the tools effectively. It’s a mix of client onboarding, product education, and consultative client support. You’ll work closely with customers during their first weeks on the platform to ensure a smooth launch and strong adoption. Because this is a startup environment, you’ll have the opportunity to make a visible impact, collaborate across teams, and grow with the company as it scales. What You’ll Do • Lead onboarding calls with new customers and walk them through the platform • Help clients configure accounts and tools to match their workflow • Demonstrate key features and best practices during product walkthroughs • Identify opportunities where clients could benefit from additional platform capabilities • Act as a trusted point of contact during the early stages of the client relationship • Track onboarding progress and maintain organized client records in CRM systems • Partner with product, support, and growth teams to improve the onboarding experience • Follow up with customers to ensure they are confident using the platform What We’re Looking For • Experience in customer onboarding, client success, account coordination, or consultative sales • Strong communication and presentation skills • Comfortable leading virtual product demos or walkthroughs • Organized and able to manage multiple customer relationships simultaneously • Curious mindset with interest in technology and SaaS products • Comfortable working in a fast-paced startup environment Perks & Benefits • Fully remote role • Company-provided equipment for your home office • Work-from-home stipend for office setup and monthly expenses • Competitive base salary with performance incentives • Health, dental, and vision benefits • Flexible scheduling and remote-first culture • Opportunity to grow quickly as the company scales • Work directly with leadership in a startup environment • Modern tools and technology stack Why This Role Stands Out • High-impact position working directly with new customers • Blend of client success, product education, and consultative sales • Startup environment where your ideas and feedback matter • Clear path into Customer Success, Account Management, or Growth roles Pay: $65,000.00 - $85,000.00 per year Benefits: • 401(k) • Dental insurance • Employee discount • Flexible schedule • Health insurance • Paid time off • Professional development assistance • Vision insurance Work Location: Remote Apply tot his job Apply To this Job