Client Success and Onboarding Specialist; Remote
Position: Client Success and Onboarding Specialist (Remote)
Imagine partnering with orientation directors at top universities and HR leaders at innovative companies, helping them create exceptional digital experiences that welcome thousands of new students and employees each year.
At Advantage, you'll be the trusted advisor to higher education and corporate professionals who rely on our orientation platforms. You'll build lasting relationships, guide them toward success, and become an integral part of their team's accomplishments.
Why This Role Matters
As our Client Success & Onboarding Specialist, you'll be the dedicated partner for orientation directors, student affairs professionals, and HR teams across colleges, universities, and businesses nationwide. Your proactive outreach and expert guidance will help them maximize their digital orientation platforms and achieve their goals.
These busy professionals count on you to understand their challenges, recommend smart solutions, and ensure they feel supported every step of the way. Your work directly impacts client satisfaction, retention, and the success of their orientation programs.
Your Day-to-Day
Building Relationships with Education & HR Professionals
• Serve as the primary contact for orientation directors, student affairs staff, and HR professionals in your client portfolio
• Make proactive check-in calls and emails to strengthen relationships and understand their evolving needs
• Capture detailed notes and action items from conversations in our CRM system
• Monitor platform usage reports to identify opportunities or address concerns before they become issues
Guiding Higher Ed & Business Clients to Success
• Become an expert on our orientation platform and understand the unique needs of both higher education and corporate onboarding
• Recommend features, enhancements, and strategies tailored to each institution's or company's specific goals and budget
• Help orientation directors plan for new student cohorts and assist HR teams with employee onboarding campaigns
• Support proposal development, renewals, and change requests using proven templates
Onboarding & Training New Partners
• Welcome new orientation directors and HR teams after their platform launches, setting the foundation for a strong partnership
• Lead high-level introduction online training sessions that empower university staff and HR professionals to confidently manage their platforms
What You'll Bring to the Team
Required Experience & Skills
• 1-2 years in a customer-facing role (inside sales, customer service, account coordination, or client services)
• Comfort working with professional clients – you'll be partnering with directors, managers, and administrators daily
• Natural ease with outbound communication – you genuinely enjoy making calls and writing professional emails daily
• Tech-savvy mindset – you pick up web-based software quickly and help others do the same
• Excellent written communication – clear, concise, professional, and friendly
• Strong verbal presence – confident and personable on phone and video calls
• Exceptional organization – you manage multiple client needs simultaneously and always follow through
• Service-first mentality – you're genuinely invested in helping busy professionals succeed
Bonus Points For
• Experience or familiarity with higher education (student affairs, admissions, orientation programs)
• Background in HR, employee onboarding, or corporate training
• Experience with content management systems (Word Press, Umbraco, Drupal)
• Familiarity with basic web concepts or simple HTML
• Hands-on experience with CRM or ticketing tools like Dynamics, Salesforce, or Zendesk
You'll Thrive Here If You're...
• Client-obsessed – you genuinely care about helping orientation directors and HR professionals succeed
• Naturally proactive – you anticipate needs and reach out before clients have to ask
• A problem-solver – you find solutions for busy professionals who need things to just work
• Collaborative – teamwork energizes you, and you enjoy being part of clients' success stories
• Calm under pressure – you handle competing priorities with grace during busy orientation seasons
• Curious about education & business – you're interested in learning how colleges and companies welcome new members
• Growth-mi…
Apply Now
Apply Now
Imagine partnering with orientation directors at top universities and HR leaders at innovative companies, helping them create exceptional digital experiences that welcome thousands of new students and employees each year.
At Advantage, you'll be the trusted advisor to higher education and corporate professionals who rely on our orientation platforms. You'll build lasting relationships, guide them toward success, and become an integral part of their team's accomplishments.
Why This Role Matters
As our Client Success & Onboarding Specialist, you'll be the dedicated partner for orientation directors, student affairs professionals, and HR teams across colleges, universities, and businesses nationwide. Your proactive outreach and expert guidance will help them maximize their digital orientation platforms and achieve their goals.
These busy professionals count on you to understand their challenges, recommend smart solutions, and ensure they feel supported every step of the way. Your work directly impacts client satisfaction, retention, and the success of their orientation programs.
Your Day-to-Day
Building Relationships with Education & HR Professionals
• Serve as the primary contact for orientation directors, student affairs staff, and HR professionals in your client portfolio
• Make proactive check-in calls and emails to strengthen relationships and understand their evolving needs
• Capture detailed notes and action items from conversations in our CRM system
• Monitor platform usage reports to identify opportunities or address concerns before they become issues
Guiding Higher Ed & Business Clients to Success
• Become an expert on our orientation platform and understand the unique needs of both higher education and corporate onboarding
• Recommend features, enhancements, and strategies tailored to each institution's or company's specific goals and budget
• Help orientation directors plan for new student cohorts and assist HR teams with employee onboarding campaigns
• Support proposal development, renewals, and change requests using proven templates
Onboarding & Training New Partners
• Welcome new orientation directors and HR teams after their platform launches, setting the foundation for a strong partnership
• Lead high-level introduction online training sessions that empower university staff and HR professionals to confidently manage their platforms
What You'll Bring to the Team
Required Experience & Skills
• 1-2 years in a customer-facing role (inside sales, customer service, account coordination, or client services)
• Comfort working with professional clients – you'll be partnering with directors, managers, and administrators daily
• Natural ease with outbound communication – you genuinely enjoy making calls and writing professional emails daily
• Tech-savvy mindset – you pick up web-based software quickly and help others do the same
• Excellent written communication – clear, concise, professional, and friendly
• Strong verbal presence – confident and personable on phone and video calls
• Exceptional organization – you manage multiple client needs simultaneously and always follow through
• Service-first mentality – you're genuinely invested in helping busy professionals succeed
Bonus Points For
• Experience or familiarity with higher education (student affairs, admissions, orientation programs)
• Background in HR, employee onboarding, or corporate training
• Experience with content management systems (Word Press, Umbraco, Drupal)
• Familiarity with basic web concepts or simple HTML
• Hands-on experience with CRM or ticketing tools like Dynamics, Salesforce, or Zendesk
You'll Thrive Here If You're...
• Client-obsessed – you genuinely care about helping orientation directors and HR professionals succeed
• Naturally proactive – you anticipate needs and reach out before clients have to ask
• A problem-solver – you find solutions for busy professionals who need things to just work
• Collaborative – teamwork energizes you, and you enjoy being part of clients' success stories
• Calm under pressure – you handle competing priorities with grace during busy orientation seasons
• Curious about education & business – you're interested in learning how colleges and companies welcome new members
• Growth-mi…
Apply Now
Apply Now