Client Onboarding Specialist
A
AI AcquisitionSaaS, Info-Products
United States. United Kingdom, US and UK overlapContractMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- English at a native or near-native level
- Experience
- 2–4 years
- Required Skills
- Account ManagementCRMCustomer SuccessHubSpot
Requirements
- 2–4 years of experience in a client-facing Sales or SDR role.
- Experience working directly with US or UK customers.
- Background in online education, SaaS, coaching, agency, or info-product environments.
- Familiarity with CRM or CS tools such as HubSpot or Pipedrive.
- Professional written and verbal English communication skills.
- Ability to manage customer relationships effectively and empathetically.
- Strong attention to detail and professional reliability.
- Comfortable being measured on customer outcomes on a weekly basis.
Responsibilities
- Own the customer journey from payment to completion and renewal.
- Conduct structured kickoff calls to guide customers through milestones.
- Identify early churn signals and execute retention strategies.
- Manage the transition between sales promises and actual product delivery.
- Operate within existing playbooks and provide feedback for improvements.
- Oversee a small number of concurrent accounts with consistency.
- Maintain proactive communication with all customers.
View Full Description & ApplyYou'll be redirected to the employer's site
