Remote Client Onboarding Specialist
New
T
Task BuddieSales and Customer Success
United StatesFull-Time
SalaryUSD 65000 - 75000 / year
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Job Details
- Required Skills
- Account ManagementCRM
Requirements
- Previous experience in sales onboarding, account management, or client support preferred.
- Excellent communication and relationship-building skills.
- A customer-focused, solution-oriented mindset.
- Comfortable working independently in a fully remote setting.
Responsibilities
- Guide new and interested clients through Task Buddie’s onboarding process.
- Conduct onboarding calls to understand client needs, goals, and service fit.
- Explain service offerings, workflows, and next steps clearly and confidently.
- Support the transition from sales conversations to active client relationships.
- Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
- Maintain accurate records and notes in the CRM system.
- Collaborate with sales and leadership teams to improve onboarding workflows and messaging.
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