Remote Client Onboarding Specialist
Overview
Join a fast-growing startup SaaS company building tools that help businesses operate more efficiently and scale faster.
We’re looking for a Client Onboarding Specialist who enjoys working with people, explaining technology, and helping customers get real value from a product early in their journey.
In this role, you’ll guide new customers through onboarding, help them set up the platform, and show them how to use the tools effectively. It’s a mix of client onboarding, product education, and consultative client support. You’ll work closely with customers during their first weeks on the platform to ensure a smooth launch and strong adoption.
Because this is a startup environment, you’ll have the opportunity to make a visible impact, collaborate across teams, and grow with the company as it scales.
What You’ll Do
• Lead onboarding calls with new customers and walk them through the platform
• Help clients configure accounts and tools to match their workflow
• Demonstrate key features and best practices during product walkthroughs
• Identify opportunities where clients could benefit from additional platform capabilities
• Act as a trusted point of contact during the early stages of the client relationship
• Track onboarding progress and maintain organized client records in CRM systems
• Partner with product, support, and growth teams to improve the onboarding experience
• Follow up with customers to ensure they are confident using the platform
What We’re Looking For
• Experience in customer onboarding, client success, account coordination, or consultative sales
• Strong communication and presentation skills
• Comfortable leading virtual product demos or walkthroughs
• Organized and able to manage multiple customer relationships simultaneously
• Curious mindset with interest in technology and SaaS products
• Comfortable working in a fast-paced startup environment
Perks & Benefits
• Fully remote role
• Company-provided equipment for your home office
• Work-from-home stipend for office setup and monthly expenses
• Competitive base salary with performance incentives
• Health, dental, and vision benefits
• Flexible scheduling and remote-first culture
• Opportunity to grow quickly as the company scales
• Work directly with leadership in a startup environment
• Modern tools and technology stack
Why This Role Stands Out
• High-impact position working directly with new customers
• Blend of client success, product education, and consultative sales
• Startup environment where your ideas and feedback matter
• Clear path into Customer Success, Account Management, or Growth roles
Pay: $65,000.00 - $85,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance
Work Location: Remote
Apply tot his job
Apply To this Job
Join a fast-growing startup SaaS company building tools that help businesses operate more efficiently and scale faster.
We’re looking for a Client Onboarding Specialist who enjoys working with people, explaining technology, and helping customers get real value from a product early in their journey.
In this role, you’ll guide new customers through onboarding, help them set up the platform, and show them how to use the tools effectively. It’s a mix of client onboarding, product education, and consultative client support. You’ll work closely with customers during their first weeks on the platform to ensure a smooth launch and strong adoption.
Because this is a startup environment, you’ll have the opportunity to make a visible impact, collaborate across teams, and grow with the company as it scales.
What You’ll Do
• Lead onboarding calls with new customers and walk them through the platform
• Help clients configure accounts and tools to match their workflow
• Demonstrate key features and best practices during product walkthroughs
• Identify opportunities where clients could benefit from additional platform capabilities
• Act as a trusted point of contact during the early stages of the client relationship
• Track onboarding progress and maintain organized client records in CRM systems
• Partner with product, support, and growth teams to improve the onboarding experience
• Follow up with customers to ensure they are confident using the platform
What We’re Looking For
• Experience in customer onboarding, client success, account coordination, or consultative sales
• Strong communication and presentation skills
• Comfortable leading virtual product demos or walkthroughs
• Organized and able to manage multiple customer relationships simultaneously
• Curious mindset with interest in technology and SaaS products
• Comfortable working in a fast-paced startup environment
Perks & Benefits
• Fully remote role
• Company-provided equipment for your home office
• Work-from-home stipend for office setup and monthly expenses
• Competitive base salary with performance incentives
• Health, dental, and vision benefits
• Flexible scheduling and remote-first culture
• Opportunity to grow quickly as the company scales
• Work directly with leadership in a startup environment
• Modern tools and technology stack
Why This Role Stands Out
• High-impact position working directly with new customers
• Blend of client success, product education, and consultative sales
• Startup environment where your ideas and feedback matter
• Clear path into Customer Success, Account Management, or Growth roles
Pay: $65,000.00 - $85,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance
Work Location: Remote
Apply tot his job
Apply To this Job