Onboarding Specialist

• Serve as the point of contact for all newly onboarded clients
• Conduct onboarding meetings with new clients in alignment with Transactly standards
• Ensure clients feel supported, educated, and confident navigating Transactly tools
• Create and manage onboarding plans, documentation, and next steps for each client
• Partner with Account Managers to identify and select the ideal Transaction Coordinator match
• Schedule and host TC Intro Calls between clients and their assigned TC
• Clearly set expectations and ensure clients understand the service model, workflows, and communication standards
• Guide clients through setup of essential tools and integrations
• Make sure clients understand how to submit orders and interact with the platform
• Complete all necessary onboarding tasks within our internal systems and CRM
• Monitor new client progress through onboarding to ensure they move smoothly toward their first order.
• Proactively resolve questions or concerns with clarity and confidence
• Partner with Account Managers and TCs to ensure a consistent, high-touch client experience
• Once the first transaction is successfully completed, conduct a smooth, relationship-focused handoff to the assigned Account Manager

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