Client Onboarding Specialist

Task Buddie Virtual Assistance Services

Client Onboarding Specialist at Task Buddie guiding new clients through the onboarding process. Focused on building successful, long-term partnerships and ensuring smooth transitions for clients.

Posted 5/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Guide new and interested clients through Task Buddie’s onboarding process.
Conduct onboarding calls to understand client needs, goals, and service fit.
Explain service offerings, workflows, and next steps clearly and confidently.
Support the transition from sales conversations to active client relationships.
Coordinate scheduling, documentation, and follow-ups to ensure a smooth start.
Maintain accurate records and notes in the CRM system.
Collaborate with sales and leadership teams to improve onboarding workflows and messaging.

Requirements

What you’ll need

Previous experience in sales onboarding, account management, or client support preferred (not required).
Excellent communication and relationship-building skills.
A customer-focused, solution-oriented mindset.
Comfortable working independently in a fully remote setting.

Benefits

Comp & perks

Competitive base salary plus performance-based bonuses and incentives.
Comprehensive benefits including medical, dental, vision, 401k, and paid time off.
Structured training and onboarding to set you up for success.
100% remote role designed for work–life balance.
A collaborative environment where your results make a direct impact.

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

communication skillsrelationship-building skillscustomer-focused mindsetsolution-oriented mindsetindependent work