Client Onboarding Specialist

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 AI Acquisition is a multi-8-figure ARR business with 200+ team members, bootstrapped and profitable. We launch and scale information and software products on a marketing and sales engine refined across 12 product launches and $100M+ in ad spend. This seat sits inside our 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 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 This Role Is Not For You If You are looking for a director or head-of-level scope You want to build strategy from scratch with no guardrails You are not comfortable being measured on customer outcomes weekly You need a slow ramp or a fully handed-over runbook before you act What We're Looking For Experience 2–4 years in a client-facing Sales or SDR role — people who have closed or prospected and are ready to move into a delivery and relationship-focused seat are strongly preferred Experience working directly with US or UK customers — comfortable with the communication style and expectations of these markets Background in online education, SaaS, coaching, agency, or info-product environments is a strong plus Familiarity with CRM or CS tools (HubSpot, Pipedrive, or similar) Profile Polished, professional communicator — written and verbal English at a native or near-native level Commercial enough to understand what customers paid for and why it matters Empathetic enough to manage relationships without being passive Detail-oriented and reliable — customers notice when follow-through slips Looking to move from a Sales-heavy role into something more relationship and outcome-focused Compensation & Setup Independent Contractor Agreement Competitive Base salary, geography-adjusted Fully remote, async-first with US and UK overlap Direct line to senior onboarding leadership Growth track into broader CS or ops scope as the product line scales