Client Onboarding Specialist

🕒 Yesterday

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Task Buddie Virtual Assistance Services

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11 - 50 employees

Working with Task Buddie goes far beyond just having a job to make ends meet. Being with us is fun, fast-paced…and never boring. We continue to grow rapidly — and that means your career can take off pretty quickly, too!

📋 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. • A 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. • A collaborative environment where your results make a direct impact.