Client Onboarding Specialist

🕒 August 26

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 12%

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Logo of Task Buddie Virtual Assistance Services

Task Buddie Virtual Assistance Services

11 - 50 employees

🤝 B2B

💼 Consulting

B2B • Consulting

Task Buddie Virtual Assistance Services is a company that specializes in providing virtual assistance to businesses, offering a range of services from administrative support to digital operations, all conducted remotely. The company emphasizes a fun and fast-paced work environment, contributing to its rapid growth and the career development of its employees.

📋 Description

• 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

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

🏖️ Benefits

• 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 • Collaborative environment where your results make a direct impact

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