Client Onboarding – Experience Specialist

BSI

Client Onboarding Specialist responsible for a seamless onboarding experience for new clients at BSI. Collaborating across teams to drive client satisfaction and retention while working remotely in the United States.

Posted 6/10/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $68,400 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary contact for new clients during onboarding.
Create a welcoming onboarding experience for clients.
Build trusted relationships through proactive communication.
Guide clients through onboarding requirements and expectations.
Monitor onboarding milestones and deliverables.
Maintain accurate client records in CRM and internal systems.

Requirements

What you’ll need

Minimum 3+ years of experience in customer onboarding, customer success, or similar client-facing role.
Exceptional customer service and relationship-building skills.
Strong communication skills to engage with clients.
Proven ability to manage multiple priorities while maintaining attention to detail.
Experience using CRM platforms and Microsoft Office applications.
English fluency required; Portuguese and/or Spanish is a plus.

Benefits

Comp & perks

Health insurance
401(K) with company contribution
Paid parental leave
Paid bereavement leave
Flexible working hours
20-days annual leave
Medical, dental, and vision insurance
Short-term and long-term disability insurance
Ongoing training and development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer onboardingcustomer successCRM platformsMicrosoft Office

Soft Skills

customer servicerelationship-buildingcommunicationattention to detailmulti-tasking