Client Onboarding Specialist

Posted 25 Days Ago
3 Locations
Remote
Mid level
Artificial Intelligence • Business Intelligence
The Role
Execute customer onboarding from paid sign-up through activation, early milestones, and renewal. Run kickoff calls, follow and improve playbooks, manage a small portfolio of accounts, spot and remediate churn signals, and ensure proactive communication between Sales and delivery.
Summary Generated by Built In

THE ROLE

You are the bridge between a customer signing and a customer succeeding.

This is not a senior strategy seat. It is a hands-on, execution-focused role where you own the first 30-60-90 days of the customer journey — from kickoff through activation, early milestones, and first renewal signal. You work within an existing onboarding org, follow established playbooks, and improve them as you go.

If you have a Sales background and are ready to stop closing and start delivering — this role was built for you.

THE COMPANY

A multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. The company launches and scales information and software products on a marketing and sales engine refined across a dozen product launches and $100M+ in ad spend.

This seat sits inside the onboarding org, dedicated to a fast-growing product line. Your job is to make sure customers who come in the door finish, renew, and refer.

What You Actually Do

  • Own the customer journey from "paid" to "completing and renewing"
  • Run structured kickoff calls and keep customers moving through milestones
  • Spot early churn signals and execute saves before they escalate
  • Bridge what Sales promised to what delivery can actually deliver
  • Work within playbooks and flag what needs improving
  • Manage a small number of concurrent accounts with consistency and care
  • Communicate proactively — no customer should wonder what's happening next

You Will Probably Not Fit If:

  • You need a slow ramp and lots of hand-holding before taking ownership
  • You measure success by tasks completed rather than outcomes delivered
  • You struggle to hold a direct, confident conversation with a frustrated client
  • You wait for direction rather than acting on what's in front of you

Requirements

What You Bring

  • 2–4 years in Sales, Customer Success, or Onboarding — with real client-facing ownership
  • Strong verbal communication — polished, warm, and direct on camera
  • Comfortable working async with a US/UK client base
  • Organised enough to manage multiple accounts without dropping anything
  • Coachable, hungry, and genuinely motivated by client outcomes

Benefits

Benefits

  • Independent Contractor Agreement
  • Competitive base salary + performance bonus tied to onboarding outcomes you own
  • Fully remote
  • Direct line to senior onboarding leadership
  • Growth track into broader CS or ops roles as the product line scales

Skills Required

  • 2-4 years in a client-facing Sales or SDR role
  • Experience working directly with US or UK customers
  • Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar)
  • Background in online education, SaaS, coaching, agency, or info-product environments
  • Polished, professional written and verbal English (native or near-native)
  • Empathetic relationship management without being passive
  • Detail-oriented and reliable with strong follow-through
  • Comfortable being measured on customer outcomes weekly and working in an execution-focused role
  • Ability to manage a small number of concurrent accounts consistently
Am I A Good Fit?
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The Company
103 Employees

What We Do

We connect businesses and empower entrepreneurs with AI that helps them achieve more, automate the boring parts of business and allow them to focus on work that can change lives. $308,960 is the average cash collected by our clients. Welcome to AI Arbitrage. We’ve partnered with 1200+ businesses to improve their lives and business with AI: In a survey of over 660 businesses with over 100 responding, business owners averaged $18,105 in monthly revenue after implementing our system. 1. Business Set-up Ai Agents Launch your AI business. Creating your website, logo and social media accounts. Choosing your niche and selecting AI systems. 2. Selling Ai Agents Ai Agents to write cold emails, AI Agents to create a sales proposal, AI Agents to Analyse your Sales Calls 3. Deliver License our advanced AI systems and install them into your client's business to deliver exceptional results 4. Scale Leverage a team of AI Agents to potentially take on more clients compared to if you were just doing this yourself Then potentially place a proven operator and train them to manage the AI agents so you get out of the day-to-day. It’s how we’ve been able to get results like these… ➤ KinCreative went from $50,000 to $250,000/mo in 12 months ➤ DLI scaled from $100,000 to $200,000/mo ➤ Olive Group - $2 - $10M/year ➤ Social Profit Media hit $3.6M/yr ➤ Impact Orthodontics hit $5M/yr ➤ Rik went from a corporate job to $32,000/mo ➤ Joe went from a corporate sales job to $40,000/mo while doing this part-time ➤ Elizabeth went from working a depressing 9-5 as an admin assistant to making $75,000 DISCLAIMER: All testimonials shown are real, but do not claim to represent typical results. Any success depends on many variables, which are unique to each individual, including commitment and effort. Testimonial results are meant to demonstrate what the most dedicated students have do

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