The Role
Support clients by onboarding them onto the platform, providing technical support, monitoring AI campaign performance, and facilitating smooth communication and documentation throughout the client journey.
Summary Generated by Built In
An Australian-based AI-powered sales and customer engagement platform for service-based businesses is seeking a Client Onboarding and Product Support Specialist. This role will work closely with the existing support team to onboard new customers, provide live usage support, and monitor the performance of AI-driven call handling and appointment booking campaigns within the platform.
As a Client Onboarding and Product Support Specialist, you will guide new clients through setup, provide first-line technical support, monitor campaign performance, and ensure a seamless client experience on the platform. You'll work closely with the support team to optimize client outcomes and maintain high standards of communication.
Client Onboarding & Communication
- Full-time (40 hours/week)
- Remote Job
- Working Hours: AWTS (Australian West Standard Time)
- Monthly Salary: $1120-1600
- Start Date: ASAP
As a Client Onboarding and Product Support Specialist, you will guide new clients through setup, provide first-line technical support, monitor campaign performance, and ensure a seamless client experience on the platform. You'll work closely with the support team to optimize client outcomes and maintain high standards of communication.
Client Onboarding & Communication
- Onboard new client locations onto the platform.
- Lead onboarding calls and walkthroughs (Zoom/video).
- Explain platform functionality, workflows, and best practices clearly.
- Maintain professional and confident client-facing communication.
- Serve as first-line support for client questions and issues.
- Troubleshoot common setup, product, and configuration issues.
- Escalate complex technical problems to internal teams.
- Collaborate closely with the existing support team.
- Monitor AI campaign performance and review dashboards.
- Identify trends, underperformance, or setup issues.
- Communicate insights and updates to clients.
- Flag issues or opportunities internally for improvement.
- Support product launches and updates.
- Assist with ongoing client account management.
- Maintain accurate documentation and internal notes.
- Ensure a smooth handover from sales to onboarding.
- 3+ years experience with:
- Client onboarding in a SaaS or tech environment
- Product or technical support
- Performance tracking or reporting
- Confident on video calls and in direct client-facing interactions.
- Strong data analysis skills (comfortable with spreadsheets and dashboards).
- High attention to detail and structured approach to work.
- Able to work independently and prioritize tasks effectively.
Nice-to-Haves:
- Experience with digital marketing, funnels, or campaign analytics.
- Familiarity with CRM or SaaS tools (e.g., HubSpot, Monday.com, Stripe).
- Understanding of performance metrics, conversions, and ROI.
- Initial Interview (HR/Recruiter)
- Client Interview
Skills Required
- 3+ years experience with client onboarding in a SaaS or tech environment
- 3+ years experience with product or technical support
- 3+ years experience with performance tracking or reporting
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The Company
What We Do
Bamboo Works is a fast-growing international staffing firm helping companies worldwide build high-quality, affordable remote teams. They specialize in providing remote workforce solutions and sourcing high-quality remote talent.
