Client Onboarding Specialist

Strong communication/interpersonal skills. Proficient or knowledgeable about tech stack (Loom, Slack, Zapier, Calendly, GSuite, CRM). High attention to detail and understanding of systems/processes. Must be a coach or mentor. Clear, professional communicator (spoken and written English). Sales background. Able to handle fast-paced environments, multiple clients, and changing priorities. Willing to grow with the company long-term (3+ years). Open to feedback and constructive coaching. Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, or willing to learn fast.

Conduct new onboarding calls daily. Ensure smooth transition from sales rep to coaching team. Create new video trainings/worksheets. Produce daily reports on communication channels. Innovate new, more efficient SOPs. Stay on your toes, always ready for action and change.