Onboarding Specialist - Client Success

2-4+ years in Customer Success, Client Onboarding, Coaching, or Account Management. Strong communication skills with excellent spoken English. High EQ and ability to build trust quickly. Ability to follow structured scripts while maintaining natural delivery. Comfortable guiding clients through decisions and providing clear direction. Tech-savvy; able to navigate multiple platforms during live calls. Confident presenting or speaking on Zoom. Experience in SaaS, AI, digital marketing, consulting, or startup environments (preferred). Experience onboarding clients into subscription or coaching programs (preferred). Familiarity with AI tools, automation, or CRM systems (preferred).

Lead structured 1:1 onboarding calls following a script and flow. Build rapport, understand motivations, and extract client background information. Use AI tools to select client niche and help choose their offer. Select business name, domain, and set up prerequisites. Clearly explain the 90-day roadmap. Ensure clients have certainty on niche, offer, business name, and roadmap. Support clients in removing confusion and reinforcing confidence. Use internal AI platform to handle niche, offer, and business name setup. Document insights and decisions in the platform. Brief internal teams about branding, website setup, and campaign preparation. Communicate with professionalism, warmth, and clarity. Guide clients confidently through the onboarding toolkit and decisions. Handle beginner-level objections and uncertainty. Ensure clear and complete post-onboarding handover. Flag complex cases to senior CS or Special Ops. Schedule follow-up onboarding touchpoints.