Client Onboarding Specialist

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.

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.

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 need a slow ramp and lots of hand-holding before taking ownership